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
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
31+ 1.34% |
$9.51K - $11.2K
|
2.34K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
31+ 0.5% |
$9.51K - $11.2K
|
6.26K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
31+ 3.74% |
$9.51K - $11.2K
|
860
$302K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
31+ 12.02% |
$9.51K - $11.2K
|
289
$101K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
30+ 0.9% |
$9.21K - $10.9K
|
3.37K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 0.79% |
$9.21K - $10.9K
|
3.84K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30+ 0.83% |
$9.21K - $10.9K
|
3.64K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
30New |
$9.21K - $10.9K
|
30
$10.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.12% |
$9.21K - $10.9K
|
25.4K
$8.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
30+ 11.07% |
$9.21K - $10.9K
|
301
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
30+ 5.29% |
$9.21K - $10.9K
|
597
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
30+ 3.73% |
$9.21K - $10.9K
|
834
$293K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
30+ 4.3% |
$9.21K - $10.9K
|
728
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
29+ 6.74% |
$8.9K - $10.5K
|
459
$161K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 2.91% |
$8.9K - $10.5K
|
1.03K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
29+ 0.85% |
$8.9K - $10.5K
|
3.45K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
28+ 2.92% |
$8.59K - $10.2K
|
988
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
28+ 0.52% |
$8.59K - $10.2K
|
5.46K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
28+ 1.9% |
$8.59K - $10.2K
|
1.5K
$527K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27+ 2.4% |
$8.29K - $9.79K
|
1.15K
$405K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
27+ 0.85% |
$8.29K - $9.79K
|
3.19K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.19% |
$8.29K - $9.79K
|
1.26K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 0.6% |
$8.29K - $9.79K
|
4.53K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26+ 63.41% |
$7.98K - $9.43K
|
67
$23.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
26+ 1.21% |
$7.98K - $9.43K
|
2.18K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
26+ 1.29% |
$7.98K - $9.43K
|
2.05K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
26+ 1.59% |
$7.98K - $9.43K
|
1.66K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26+ 1.63% |
$7.98K - $9.43K
|
1.62K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 8.61% |
$7.98K - $9.43K
|
328
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 1.54% |
$7.67K - $9.07K
|
1.65K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
25+ 1.69% |
$7.67K - $9.07K
|
1.5K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
25+ 1.0% |
$7.67K - $9.07K
|
2.53K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 2.24% |
$7.67K - $9.07K
|
1.14K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
24+ 0.53% |
$7.37K - $8.71K
|
4.59K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
24+ 2.48% |
$7.37K - $8.71K
|
990
$347K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
24+ 3.45% |
$7.37K - $8.71K
|
719
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 0.18% |
$7.06K - $8.34K
|
12.5K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
23+ 1.2% |
$7.06K - $8.34K
|
1.93K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
23+ 1.26% |
$7.06K - $8.34K
|
1.84K
$647K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.18% |
$7.06K - $8.34K
|
12.6K
$4.42M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
23+ 1.94% |
$7.06K - $8.34K
|
1.21K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$7.06K - $8.34K
|
23
$8.07K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
23+ 0.13% |
$7.06K - $8.34K
|
17.3K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23+ 0.13% |
$7.06K - $8.34K
|
17.6K
$6.18M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
22+ 0.44% |
$6.75K - $7.98K
|
4.97K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 0.58% |
$6.75K - $7.98K
|
3.82K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
22+ 0.54% |
$6.75K - $7.98K
|
4.06K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
22+ 3.36% |
$6.75K - $7.98K
|
677
$238K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
22+ 2.85% |
$6.75K - $7.98K
|
793
$278K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 0.47% |
$6.75K - $7.98K
|
4.68K
$1.64M
|