Latest Institutional Purchases of Visa Inc. (V)
This list provides information on the latest institutional transactions involving Visa Inc. (V) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
19+ 0.6% |
$5.2K - $6.1K
|
3.19K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
18+ 0.45% |
$4.93K - $5.78K
|
4.01K
$1.3M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 2.01% |
$4.93K - $5.78K
|
915
$296K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$263K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 2.23% |
$4.66K - $5.46K
|
778
$252K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
17+ 1.83% |
$4.66K - $5.46K
|
946
$306K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
15+ 1.53% |
$4.11K - $4.81K
|
998
$323K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$3.83K - $4.49K
|
919
$297K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13+ 1.08% |
$3.56K - $4.17K
|
1.22K
$393K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
13+ 0.42% |
$3.56K - $4.17K
|
3.07K
$994K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
13+ 2.14% |
$3.56K - $4.17K
|
620
$201K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 4.15% |
$3.29K - $3.85K
|
301
$97.4K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.6% |
$3.29K - $3.85K
|
764
$247K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10+ 1.28% |
$2.74K - $3.21K
|
789
$255K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.6% |
$2.74K - $3.21K
|
1.67K
$539K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.09% |
$2.74K - $3.21K
|
10.7K
$3.45M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.54% |
$2.74K - $3.21K
|
1.85K
$599K
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$286K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.66% |
$2.74K - $3.21K
|
1.53K
$496K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.01% |
$2.46K - $2.89K
|
126K
$40.9M
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8New |
$2.19K - $2.57K
|
8
$2.59K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.84% |
$2.19K - $2.57K
|
956
$309K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7+ 0.19% |
$1.92K - $2.25K
|
3.65K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.18% |
$1.64K - $1.93K
|
3.31K
$1.07M
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.09% |
$1.64K - $1.93K
|
6.79K
$2.2M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.15% |
$1.64K - $1.93K
|
3.88K
$1.26M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.37K - $1.6K
|
2.76K
$892K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.36% |
$1.37K - $1.6K
|
1.39K
$449K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.56% |
$1.37K - $1.6K
|
905
$293K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.67% |
$1.37K - $1.6K
|
755
$244K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4+ 0.48% |
$1.1K - $1.28K
|
839
$271K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.01% |
$1.1K - $1.28K
|
33.9K
$11M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.1K
$1M
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.26% |
$822 - $963
|
1.15K
$370K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.14K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.01K
$975K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.09% |
$548 - $642
|
2.21K
$714K
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2+ 0.26% |
$548 - $642
|
781
$253K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$548 - $642
|
1.48K
$479K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
2+ 0.04% |
$548 - $642
|
4.61K
$1.49M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$274 - $321
|
1.12K
$363K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$274 - $321
|
3.03K
$981K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$274 - $321
|
4.27K
$1.38M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.09% |
$274 - $321
|
1.14K
$367K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 2.04% |
$274 - $321
|
50
$16.2K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$274 - $321
|
799
$259K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$274 - $321
|
813
$263K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$274 - $321
|
4.75K
$1.54M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$274 - $321
|
351
$114K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$274 - $321
|
2.15K
$694K
|