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 |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
960New |
$199K - $222K
|
960
$336K
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
949New |
$197K - $220K
|
949
$332K
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
933New |
$194K - $216K
|
933
$326K
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
930New |
$193K - $215K
|
930
$325K
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
904New |
$187K - $209K
|
904
$316K
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
900New |
$187K - $208K
|
900
$315K
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
900New |
$187K - $208K
|
900
$315K
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
891New |
$185K - $206K
|
891
$312K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
635New |
$132K - $147K
|
635
$222K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$125K - $140K
|
603
$211K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
590+ 44.97% |
$122K - $137K
|
1.9K
$665K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
590+ 44.97% |
$122K - $137K
|
1.9K
$665K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
565New |
$117K - $131K
|
565
$198K
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
312New |
$64.7K - $72.2K
|
312
$109K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
240+ 4.55% |
$49.8K - $55.5K
|
5.52K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
180+ 4.49% |
$37.3K - $41.7K
|
4.19K
$1.47M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
177New |
$36.7K - $41K
|
177
$61.9K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
168+ 8.45% |
$34.8K - $38.9K
|
2.16K
$755K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
133New |
$27.6K - $30.8K
|
133
$46.5K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$20.7K - $23.1K
|
100
$35K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
90+ 5.75% |
$18.7K - $20.8K
|
1.66K
$579K
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
60+ 6.23% |
$12.4K - $13.9K
|
1.02K
$358K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
43+ 3.62% |
$8.92K - $9.95K
|
1.23K
$431K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
27+ 1.56% |
$5.6K - $6.25K
|
1.76K
$614K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
25+ 0.57% |
$5.19K - $5.79K
|
4.39K
$1.53M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
23+ 0.3% |
$4.77K - $5.32K
|
7.7K
$2.69M
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$4.77K - $5.32K
|
23
$8.05K
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
21+ 0.16% |
$4.36K - $4.86K
|
12.9K
$4.5M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
19New |
$3.94K - $4.4K
|
19
$6.65K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
8New |
$1.66K - $1.85K
|
8
$2.8K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$830 - $926
|
1.27K
$443K
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.19% |
$415 - $463
|
1.04K
$364K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.57% |
$207 - $231
|
177
$61.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$2.41B - $2.93B
|
13.5M
$4.72B
|
|
Feb 14, 2023
Q4 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
561KNew |
$101M - $122M
|
561K
$196M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
77.3KNew |
$13.8M - $16.8M
|
77.3K
$27M
|
|
Feb 14, 2023
Q4 2022
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
29KNew |
$5.2M - $6.32M
|
29K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
28.7KNew |
$5.14M - $6.25M
|
28.7K
$10M
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
20KNew |
$3.58M - $4.35M
|
20K
$7M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
15.3KNew |
$2.75M - $3.34M
|
15.3K
$5.37M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
12.5K+ 129.25% |
$2.25M - $2.73M
|
22.2K
$7.78M
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
12K+ 96.83% |
$2.14M - $2.6M
|
24.3K
$8.51M
|
|
Feb 07, 2023
Q4 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
7.13K+ 7.63% |
$1.28M - $1.55M
|
101K
$35.2M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.54K+ 379.01% |
$1.17M - $1.42M
|
8.26K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.87KNew |
$1.05M - $1.28M
|
5.87K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.89KNew |
$696K - $846K
|
3.89K
$1.36M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.47KNew |
$622K - $756K
|
3.47K
$1.22M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$622K - $756K
|
3.47K
$1.22M
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.2KNew |
$573K - $697K
|
3.2K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
2.3K+ 9.43% |
$412K - $501K
|
26.7K
$9.34M
|