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 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
614+ 5.73% |
$168K - $197K
|
11.3K
$3.87M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
613+ 6.27% |
$168K - $197K
|
10.4K
$3.55M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
612New |
$168K - $196K
|
612
$209K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
604+ 3.11% |
$165K - $194K
|
20K
$6.83M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
601+ 5.22% |
$165K - $193K
|
12.1K
$4.14M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
594+ 13.24% |
$163K - $191K
|
5.08K
$1.74M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
592+ 20.9% |
$162K - $190K
|
3.42K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
580+ 0.12% |
$159K - $186K
|
466K
$159M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
578+ 3.21% |
$158K - $185K
|
18.6K
$6.35M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
573+ 53.55% |
$157K - $184K
|
1.64K
$562K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
571+ 1.51% |
$156K - $183K
|
38.4K
$13.1M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
564+ 12.67% |
$154K - $181K
|
5.02K
$1.71M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
563+ 6.16% |
$154K - $181K
|
9.71K
$3.32M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
560+ 6.39% |
$153K - $180K
|
9.32K
$3.18M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
551+ 2.56% |
$151K - $177K
|
22.1K
$7.56M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
550+ 3.35% |
$151K - $177K
|
17K
$5.8M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
547+ 16.35% |
$150K - $176K
|
3.89K
$1.33M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
541+ 20.35% |
$148K - $174K
|
3.2K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
534+ 4.88% |
$146K - $171K
|
11.5K
$3.92M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
533+ 2.76% |
$146K - $171K
|
19.8K
$6.78M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
523+ 2.24% |
$143K - $168K
|
23.8K
$8.14M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
521+ 34.46% |
$143K - $167K
|
2.03K
$695K
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
517+ 5.69% |
$142K - $166K
|
9.6K
$3.28M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
514+ 10.24% |
$141K - $165K
|
5.53K
$1.89M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
511New |
$140K - $164K
|
511
$175K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
507+ 16.91% |
$139K - $163K
|
3.51K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
505+ 1.27% |
$138K - $162K
|
40.3K
$13.8M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
503+ 29.75% |
$138K - $161K
|
2.19K
$750K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
500New |
$137K - $160K
|
500
$171K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
491+ 0.09% |
$134K - $158K
|
540K
$185M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487New |
$133K - $156K
|
487
$166K
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
486+ 10.34% |
$133K - $156K
|
5.18K
$1.77M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
485+ 47.09% |
$133K - $156K
|
1.52K
$518K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
479+ 3.75% |
$131K - $154K
|
13.2K
$4.53M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
470+ 4.19% |
$129K - $151K
|
11.7K
$3.99M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
470+ 11.29% |
$129K - $151K
|
4.63K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
464+ 10.13% |
$127K - $149K
|
5.04K
$1.72M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
464+ 5.17% |
$127K - $149K
|
9.45K
$3.23M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
452+ 4.45% |
$124K - $145K
|
10.6K
$3.63M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
451+ 1.33% |
$124K - $145K
|
34.5K
$11.8M
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
446+ 2.95% |
$122K - $143K
|
15.6K
$5.32M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
446+ 12.54% |
$122K - $143K
|
4K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
442+ 7.51% |
$121K - $142K
|
6.33K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
440+ 0.41% |
$121K - $141K
|
107K
$36.5M
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
436+ 2.6% |
$119K - $140K
|
17.2K
$5.88M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
435+ 0.56% |
$119K - $140K
|
77.4K
$26.5M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
434+ 1.29% |
$119K - $139K
|
34.1K
$11.6M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
431+ 1.71% |
$118K - $138K
|
25.6K
$8.76M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
431+ 21.0% |
$118K - $138K
|
2.48K
$849K
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
429+ 51.56% |
$117K - $138K
|
1.26K
$431K
|