Purchases and Sales Made in Q1 2025 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 2025. The information is specifically focused on institutions that hold shares of VISA INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.35K+ 1.45% |
$415K - $490K
|
94.6K
$33.1M
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.35K+ 8.49% |
$414K - $489K
|
17.2K
$6.03M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.34K+ 51.38% |
$412K - $487K
|
3.96K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 5.62% |
$412K - $486K
|
25.2K
$8.82M
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.32K+ 6.8% |
$406K - $480K
|
20.8K
$7.26M
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.32K+ 0.41% |
$406K - $480K
|
325K
$114M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 2.17% |
$404K - $477K
|
61.9K
$21.6M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.31K+ 41.13% |
$401K - $473K
|
4.48K
$1.57M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.3KNew |
$399K - $472K
|
1.3K
$455K
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.3K+ 8.35% |
$399K - $472K
|
16.9K
$5.9M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 20.5% |
$397K - $469K
|
7.61K
$2.66M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.29K+ 26.16% |
$397K - $469K
|
6.24K
$2.18M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.29KNew |
$396K - $468K
|
1.29K
$451K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.29KNew |
$396K - $468K
|
1.29K
$451K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 0.67% |
$395K - $467K
|
195K
$68.1M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$395K - $466K
|
1.29K
$450K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28K+ 4.83% |
$393K - $465K
|
27.8K
$9.73M
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 3.52% |
$391K - $462K
|
37.5K
$13.1M
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.27K+ 6.93% |
$391K - $462K
|
19.7K
$6.87M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 2.6% |
$389K - $460K
|
50K
$17.5M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.27K+ 5.11% |
$389K - $459K
|
26.1K
$9.12M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.27K+ 77.37% |
$388K - $459K
|
2.9K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 18.2% |
$387K - $457K
|
8.19K
$2.86M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.25K+ 47.38% |
$384K - $453K
|
3.89K
$1.36M
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.25KNew |
$383K - $452K
|
1.25K
$436K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.24K+ 31.02% |
$379K - $448K
|
5.22K
$1.83M
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 4.92% |
$376K - $445K
|
26.2K
$9.15M
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
1.22K+ 1.07% |
$375K - $443K
|
116K
$40.6M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.22K+ 21.15% |
$375K - $443K
|
7K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 2.91% |
$375K - $443K
|
43.2K
$15.1M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.21KNew |
$372K - $439K
|
1.21K
$424K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.21K+ 67.73% |
$370K - $438K
|
2.99K
$1.05M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.2K+ 8.41% |
$368K - $435K
|
15.4K
$5.4M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.2K+ 7.56% |
$367K - $434K
|
17K
$5.96M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 9.03% |
$367K - $433K
|
14.4K
$5.05M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.2K+ 18.01% |
$367K - $433K
|
7.83K
$2.74M
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 6.53% |
$363K - $429K
|
19.3K
$6.75M
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18K+ 7.09% |
$362K - $427K
|
17.8K
$6.22M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.18K+ 6.0% |
$361K - $426K
|
20.8K
$7.26M
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.17KNew |
$360K - $425K
|
1.17K
$410K
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.17KNew |
$359K - $425K
|
1.17K
$410K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.17K+ 11.62% |
$359K - $424K
|
11.2K
$3.93M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 93.75% |
$359K - $424K
|
2.42K
$846K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.1% |
$357K - $422K
|
56.7K
$19.8M
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.16KNew |
$355K - $419K
|
1.16K
$404K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.15K+ 3.22% |
$352K - $416K
|
36.7K
$12.8M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.14K+ 1.01% |
$351K - $415K
|
115K
$40.1M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.14K+ 8.76% |
$349K - $412K
|
14.1K
$4.94M
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.14K+ 0.37% |
$349K - $412K
|
312K
$109M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.13K+ 1.02% |
$346K - $408K
|
112K
$39.1M
|