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 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-10- 1.24% |
$3.07K - $3.63K
|
799
$280K
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 0.96% |
$3.07K - $3.63K
|
1.03K
$361K
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-10- 1.39% |
$3.07K - $3.63K
|
711
$250K
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-10- 0.18% |
$3.07K - $3.63K
|
5.5K
$1.93M
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-10- 3.36% |
$3.07K - $3.63K
|
288
$101K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10- 0.01% |
$3.07K - $3.63K
|
148K
$52M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10- 0.17% |
$3.07K - $3.63K
|
5.82K
$2.04M
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-10- 32.26% |
$3.07K - $3.63K
|
21
$7.37K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 1.05% |
$3.07K - $3.63K
|
943
$331K
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.06% |
$3.07K - $3.63K
|
16.6K
$5.83M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 1.03% |
$3.07K - $3.63K
|
963
$338K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.27% |
$3.07K - $3.63K
|
3.68K
$1.29M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-11- 0.26% |
$3.38K - $3.99K
|
4.26K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11- 0.37% |
$3.38K - $3.99K
|
3K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-11- 0.18% |
$3.38K - $3.99K
|
6.22K
$2.18M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-11- 0.28% |
$3.38K - $3.99K
|
3.92K
$1.38M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-11- 0.28% |
$3.38K - $3.99K
|
3.86K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-11- 0.26% |
$3.38K - $3.99K
|
4.29K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.93% |
$3.38K - $3.99K
|
1.17K
$411K
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11- 0.68% |
$3.38K - $3.99K
|
1.61K
$565K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-11- 0.92% |
$3.38K - $3.99K
|
1.19K
$417K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-11- 0.6% |
$3.38K - $3.99K
|
1.82K
$640K
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-11- 0.43% |
$3.38K - $3.99K
|
2.52K
$885K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-12- 0.6% |
$3.68K - $4.35K
|
1.99K
$699K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12- 1.07% |
$3.68K - $4.35K
|
1.11K
$388K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-12- 0.46% |
$3.68K - $4.35K
|
2.6K
$911K
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-12- 0.33% |
$3.68K - $4.35K
|
3.64K
$1.28M
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-12- 0.17% |
$3.68K - $4.35K
|
7.19K
$2.52M
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12- 1.57% |
$3.68K - $4.35K
|
752
$264K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-12- 4.17% |
$3.68K - $4.35K
|
276
$96.9K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12- 0.08% |
$3.68K - $4.35K
|
15.2K
$5.35M
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-13- 0.85% |
$3.99K - $4.72K
|
1.52K
$533K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-13- 0.14% |
$3.99K - $4.72K
|
9.48K
$3.33M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13- 0.24% |
$3.99K - $4.72K
|
5.34K
$1.87M
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-14- 1.83% |
$4.3K - $5.08K
|
750
$263K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-14- 0.53% |
$4.3K - $5.08K
|
2.64K
$927K
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
SELL
|
- |
-14- 1.44% |
$4.3K - $5.08K
|
958
$336K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-14- 1.37% |
$4.3K - $5.08K
|
1.01K
$355K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-14- 2.05% |
$4.3K - $5.08K
|
668
$234K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-14- 2.2% |
$4.3K - $5.08K
|
621
$218K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-14- 0.34% |
$4.3K - $5.08K
|
4.11K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14- 2.2% |
$4.3K - $5.08K
|
621
$218K
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 1.45% |
$4.3K - $5.08K
|
950
$333K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-15- 0.87% |
$4.6K - $5.44K
|
1.72K
$602K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 0.36% |
$4.6K - $5.44K
|
4.16K
$1.46M
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-15- 0.89% |
$4.6K - $5.44K
|
1.67K
$585K
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$4.6K - $5.44K
|
23.8K
$8.36M
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-15- 2.13% |
$4.6K - $5.44K
|
688
$241K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-15- 0.76% |
$4.6K - $5.44K
|
1.96K
$686K
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-15- 0.29% |
$4.6K - $5.44K
|
5.24K
$1.84M
|