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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
281+ 13.24% |
$86.2K - $102K
|
2.4K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
281+ 3.48% |
$86.2K - $102K
|
8.36K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
280+ 23.93% |
$85.9K - $102K
|
1.45K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
280New |
$85.9K - $102K
|
280
$97.9K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
280+ 10.74% |
$85.9K - $102K
|
2.89K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
280+ 0.71% |
$85.9K - $102K
|
39.6K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
277+ 22.85% |
$85K - $100K
|
1.49K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
277+ 2.61% |
$85K - $100K
|
10.9K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
276+ 3.37% |
$84.7K - $100K
|
8.47K
$2.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
275+ 0.92% |
$84.4K - $99.7K
|
30.2K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
275+ 8.16% |
$84.4K - $99.7K
|
3.64K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
273+ 4.47% |
$83.8K - $99K
|
6.39K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
272+ 1.94% |
$83.5K - $98.7K
|
14.3K
$5.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
271+ 11.59% |
$83.2K - $98.3K
|
2.61K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
271+ 2.16% |
$83.2K - $98.3K
|
12.8K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
270+ 0.5% |
$82.9K - $97.9K
|
54.6K
$19.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
269+ 11.9% |
$82.6K - $97.6K
|
2.53K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
269+ 30.67% |
$82.6K - $97.6K
|
1.15K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
269+ 0.78% |
$82.6K - $97.6K
|
34.7K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
268+ 5.46% |
$82.3K - $97.2K
|
5.17K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
268+ 8.4% |
$82.3K - $97.2K
|
3.46K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
267+ 7.22% |
$81.9K - $96.8K
|
3.96K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
267+ 8.91% |
$81.9K - $96.8K
|
3.26K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
266+ 4.85% |
$81.6K - $96.5K
|
5.76K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
264+ 2.44% |
$81K - $95.8K
|
11.1K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
264+ 2.68% |
$81K - $95.8K
|
10.1K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
264+ 0.8% |
$81K - $95.8K
|
33.4K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
264+ 8.07% |
$81K - $95.8K
|
3.54K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
263+ 0.72% |
$80.7K - $95.4K
|
36.6K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
263+ 2.59% |
$80.7K - $95.4K
|
10.4K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
262+ 1.0% |
$80.4K - $95K
|
26.6K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
260+ 2.15% |
$79.8K - $94.3K
|
12.4K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
260+ 60.89% |
$79.8K - $94.3K
|
687
$240K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
259+ 21.64% |
$79.5K - $93.9K
|
1.46K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
259+ 0.97% |
$79.5K - $93.9K
|
26.9K
$9.42M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
259+ 1.76% |
$79.5K - $93.9K
|
14.9K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
259+ 20.7% |
$79.5K - $93.9K
|
1.51K
$528K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
258+ 8.53% |
$79.2K - $93.6K
|
3.28K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
254+ 34.56% |
$78K - $92.1K
|
989
$346K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
254+ 9.5% |
$78K - $92.1K
|
2.93K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
253+ 10.84% |
$77.7K - $91.8K
|
2.59K
$905K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
253+ 26.52% |
$77.7K - $91.8K
|
1.21K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
252+ 1.15% |
$77.3K - $91.4K
|
22.1K
$7.74M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
252+ 20.55% |
$77.3K - $91.4K
|
1.48K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
251+ 14.24% |
$77K - $91K
|
2.01K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
250+ 3.06% |
$76.7K - $90.7K
|
8.41K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
249+ 1.34% |
$76.4K - $90.3K
|
18.8K
$6.56M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
248+ 3.88% |
$76.1K - $90K
|
6.65K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
247+ 11.94% |
$75.8K - $89.6K
|
2.32K
$810K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
246+ 2.23% |
$75.5K - $89.2K
|
11.3K
$3.95M
|