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 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
22+ 0.07% |
$6.75K - $7.98K
|
32.7K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
21+ 0.89% |
$6.45K - $7.62K
|
2.38K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.47% |
$6.45K - $7.62K
|
4.52K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
21+ 0.39% |
$6.45K - $7.62K
|
5.39K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$6.45K - $7.62K
|
4.08K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21+ 0.23% |
$6.45K - $7.62K
|
9.03K
$3.17M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
21+ 1.1% |
$6.45K - $7.62K
|
1.92K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
20+ 0.43% |
$6.14K - $7.25K
|
4.63K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.5% |
$6.14K - $7.25K
|
4.02K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
20+ 0.31% |
$6.14K - $7.25K
|
6.46K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
20+ 1.7% |
$6.14K - $7.25K
|
1.2K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20+ 0.98% |
$6.14K - $7.25K
|
2.05K
$720K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 200.0% |
$6.14K - $7.25K
|
30
$10.5K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
20+ 1.39% |
$6.14K - $7.25K
|
1.46K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
20+ 2.94% |
$6.14K - $7.25K
|
700
$246K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
20+ 2.82% |
$6.14K - $7.25K
|
730
$256K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
20+ 2.4% |
$6.14K - $7.25K
|
854
$300K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 1.11% |
$6.14K - $7.25K
|
1.81K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
19+ 1.2% |
$5.83K - $6.89K
|
1.61K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.74% |
$5.83K - $6.89K
|
2.59K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
19+ 0.52% |
$5.83K - $6.89K
|
3.67K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19+ 4.75% |
$5.83K - $6.89K
|
419
$147K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.32% |
$5.83K - $6.89K
|
6.04K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19+ 1.32% |
$5.83K - $6.89K
|
1.45K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18+ 0.29% |
$5.52K - $6.53K
|
6.12K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18+ 1.85% |
$5.52K - $6.53K
|
992
$348K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
18+ 1.83% |
$5.52K - $6.53K
|
999
$351K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.64% |
$5.52K - $6.53K
|
2.85K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.05% |
$5.52K - $6.53K
|
34.7K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
18+ 0.38% |
$5.52K - $6.53K
|
4.7K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$5.22K - $6.17K
|
17
$5.97K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.5% |
$5.22K - $6.17K
|
3.44K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
17+ 1.16% |
$5.22K - $6.17K
|
1.49K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 6.3% |
$5.22K - $6.17K
|
287
$101K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17+ 0.62% |
$5.22K - $6.17K
|
2.77K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17+ 0.07% |
$5.22K - $6.17K
|
25.8K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
17+ 0.65% |
$5.22K - $6.17K
|
2.63K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
17+ 1.1% |
$5.22K - $6.17K
|
1.57K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.26% |
$5.22K - $6.17K
|
6.44K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
16+ 1.24% |
$4.91K - $5.8K
|
1.31K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
16+ 1.87% |
$4.91K - $5.8K
|
873
$306K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
16+ 0.62% |
$4.91K - $5.8K
|
2.59K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
16+ 0.89% |
$4.91K - $5.8K
|
1.81K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
16+ 0.89% |
$4.91K - $5.8K
|
1.82K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 1.26% |
$4.91K - $5.8K
|
1.29K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
15+ 0.3% |
$4.6K - $5.44K
|
5.08K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.6% |
$4.6K - $5.44K
|
2.53K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 3.32% |
$4.6K - $5.44K
|
467
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
15+ 0.6% |
$4.6K - $5.44K
|
2.52K
$884K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 5.34% |
$4.6K - $5.44K
|
296
$104K
|