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 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
41+ 4.22% |
$12.6K - $14.9K
|
1.01K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
41+ 3.36% |
$12.6K - $14.9K
|
1.26K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
41+ 2.41% |
$12.6K - $14.9K
|
1.74K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41+ 83.67% |
$12.6K - $14.9K
|
90
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 3.55% |
$12.6K - $14.9K
|
1.2K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 0.46% |
$12.3K - $14.5K
|
8.74K
$3.06M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
40+ 6.17% |
$12.3K - $14.5K
|
688
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 0.31% |
$12.3K - $14.5K
|
12.8K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
40+ 4.74% |
$12.3K - $14.5K
|
884
$309K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
40+ 0.75% |
$12.3K - $14.5K
|
5.35K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
40+ 16.06% |
$12.3K - $14.5K
|
289
$101K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
40+ 5.42% |
$12.3K - $14.5K
|
778
$272K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
40New |
$12.3K - $14.5K
|
40
$14K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
39+ 19.6% |
$12K - $14.1K
|
238
$83.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
39+ 0.09% |
$12K - $14.1K
|
45.3K
$15.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
39+ 1.11% |
$12K - $14.1K
|
3.56K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
39+ 5.08% |
$12K - $14.1K
|
806
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
39+ 0.81% |
$12K - $14.1K
|
4.84K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
39+ 2.06% |
$12K - $14.1K
|
1.93K
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
38+ 4.92% |
$11.7K - $13.8K
|
811
$284K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
38+ 0.09% |
$11.7K - $13.8K
|
43.7K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
38+ 20.77% |
$11.7K - $13.8K
|
221
$77.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
37+ 5.09% |
$11.4K - $13.4K
|
764
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 28.46% |
$11.4K - $13.4K
|
167
$58.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
37+ 2.68% |
$11.4K - $13.4K
|
1.42K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
37+ 5.15% |
$11.4K - $13.4K
|
755
$264K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
37+ 12.29% |
$11.4K - $13.4K
|
338
$118K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 5.17% |
$11.4K - $13.4K
|
753
$263K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
37+ 0.25% |
$11.4K - $13.4K
|
14.8K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37+ 0.2% |
$11.4K - $13.4K
|
18.6K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.16% |
$11K - $13.1K
|
23.2K
$8.12M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
36+ 3.17% |
$11K - $13.1K
|
1.17K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 2.25% |
$10.7K - $12.7K
|
1.59K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
35+ 0.51% |
$10.7K - $12.7K
|
6.86K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
35+ 0.87% |
$10.7K - $12.7K
|
4.06K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
35+ 4.6% |
$10.7K - $12.7K
|
796
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
34+ 0.22% |
$10.4K - $12.3K
|
15.3K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 2.22% |
$10.4K - $12.3K
|
1.57K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
34+ 3.29% |
$10.4K - $12.3K
|
1.07K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
33+ 2.64% |
$10.1K - $12K
|
1.28K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
33+ 1.5% |
$10.1K - $12K
|
2.23K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
33+ 0.59% |
$10.1K - $12K
|
5.67K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
33+ 0.03% |
$10.1K - $12K
|
104K
$36.3M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
32+ 0.28% |
$9.82K - $11.6K
|
11.3K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
32+ 0.12% |
$9.82K - $11.6K
|
26.4K
$9.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
31+ 1.98% |
$9.51K - $11.2K
|
1.6K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
31+ 2.73% |
$9.51K - $11.2K
|
1.17K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
31+ 3.37% |
$9.51K - $11.2K
|
952
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
31+ 2.49% |
$9.51K - $11.2K
|
1.28K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
31+ 0.77% |
$9.51K - $11.2K
|
4.07K
$1.42M
|