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 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
643+ 30.0% |
$197K - $233K
|
2.79K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
643New |
$197K - $233K
|
643
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
642New |
$197K - $233K
|
642
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
637New |
$196K - $231K
|
637
$223K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
637+ 1.38% |
$196K - $231K
|
46.8K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
636+ 100.0% |
$195K - $231K
|
1.27K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
635+ 14.23% |
$195K - $230K
|
5.1K
$1.78M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
634+ 2.03% |
$195K - $230K
|
31.9K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
633New |
$194K - $230K
|
633
$221K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
633+ 93.09% |
$194K - $230K
|
1.31K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
632New |
$194K - $229K
|
632
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
632New |
$194K - $229K
|
632
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
631+ 19.78% |
$194K - $229K
|
3.82K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
631New |
$194K - $229K
|
631
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
630New |
$193K - $229K
|
630
$220K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
630New |
$193K - $229K
|
630
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
629+ 6.95% |
$193K - $228K
|
9.68K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
629New |
$193K - $228K
|
629
$220K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
629New |
$193K - $228K
|
629
$220K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
626New |
$192K - $227K
|
626
$219K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
BUY
|
- |
626New |
$192K - $227K
|
626
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
625New |
$192K - $227K
|
625
$219K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
625New |
$192K - $227K
|
625
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
624New |
$192K - $226K
|
624
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
621+ 22.7% |
$191K - $225K
|
3.36K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
620New |
$190K - $225K
|
620
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
620New |
$190K - $225K
|
620
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
620New |
$190K - $225K
|
620
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
618New |
$190K - $224K
|
618
$216K
|
|
|
May 15, 2025
Q1 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
618New |
$190K - $224K
|
618
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
614New |
$188K - $223K
|
614
$215K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
611New |
$188K - $222K
|
611
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
610+ 1.61% |
$187K - $221K
|
38.5K
$13.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
608+ 16.16% |
$187K - $221K
|
4.37K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
608New |
$187K - $221K
|
608
$213K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
607+ 1.15% |
$186K - $220K
|
53.3K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
607New |
$186K - $220K
|
607
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
606+ 1.33% |
$186K - $220K
|
46.2K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
605New |
$186K - $219K
|
605
$212K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
605New |
$186K - $219K
|
605
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
603+ 0.5% |
$185K - $219K
|
121K
$42.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
603+ 39.96% |
$185K - $219K
|
2.11K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
602New |
$185K - $218K
|
602
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
600New |
$184K - $218K
|
600
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
600+ 2.04% |
$184K - $218K
|
30K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
600New |
$184K - $218K
|
600
$210K
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
598New |
$184K - $217K
|
598
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
595+ 2.74% |
$183K - $216K
|
22.3K
$7.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
592+ 3.77% |
$182K - $215K
|
16.3K
$5.71M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
592New |
$182K - $215K
|
592
$207K
|