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 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.97% |
$4.6K - $5.44K
|
1.53K
$538K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15- 0.03% |
$4.6K - $5.44K
|
46.6K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-15- 0.43% |
$4.6K - $5.44K
|
3.51K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-15- 0.66% |
$4.6K - $5.44K
|
2.28K
$798K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.17% |
$4.91K - $5.8K
|
9.34K
$3.28M
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-16- 0.41% |
$4.91K - $5.8K
|
3.92K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16- 0.37% |
$4.91K - $5.8K
|
4.33K
$1.52M
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 0.54% |
$4.91K - $5.8K
|
2.94K
$1.03M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-16- 5.35% |
$4.91K - $5.8K
|
283
$99.3K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-17- 0.3% |
$5.22K - $6.17K
|
5.62K
$1.97M
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.5% |
$5.22K - $6.17K
|
3.39K
$1.19M
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-17- 0.37% |
$5.22K - $6.17K
|
4.63K
$1.62M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-17- 0.94% |
$5.22K - $6.17K
|
1.8K
$632K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-18- 0.91% |
$5.52K - $6.53K
|
1.97K
$691K
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.27% |
$5.52K - $6.53K
|
6.6K
$2.32M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-18- 0.11% |
$5.52K - $6.53K
|
16.9K
$5.94M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-19- 1.02% |
$5.83K - $6.89K
|
1.84K
$646K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-19- 3.07% |
$5.83K - $6.89K
|
600
$211K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19- 1.18% |
$5.83K - $6.89K
|
1.59K
$559K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-19- 1.32% |
$5.83K - $6.89K
|
1.42K
$497K
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-19- 0.35% |
$5.83K - $6.89K
|
5.46K
$1.91M
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.68% |
$5.83K - $6.89K
|
1.11K
$390K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-19- 0.34% |
$5.83K - $6.89K
|
5.6K
$1.97M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 1.39% |
$6.14K - $7.25K
|
1.42K
$497K
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-20- 28.57% |
$6.14K - $7.25K
|
50
$17.5K
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-20- 2.35% |
$6.14K - $7.25K
|
832
$292K
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-20- 1.31% |
$6.14K - $7.25K
|
1.51K
$529K
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 12.5% |
$6.14K - $7.25K
|
140
$49.1K
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 0.45% |
$6.14K - $7.25K
|
4.41K
$1.55M
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-20- 1.51% |
$6.14K - $7.25K
|
1.31K
$459K
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-21- 0.63% |
$6.45K - $7.62K
|
3.32K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-21- 2.14% |
$6.45K - $7.62K
|
961
$337K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-21- 0.81% |
$6.45K - $7.62K
|
2.56K
$898K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-21- 0.77% |
$6.45K - $7.62K
|
2.69K
$945K
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-21- 1.19% |
$6.45K - $7.62K
|
1.74K
$611K
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-21- 2.29% |
$6.45K - $7.62K
|
898
$315K
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-22- 1.39% |
$6.75K - $7.98K
|
1.56K
$547K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-22- 3.09% |
$6.75K - $7.98K
|
690
$242K
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-22- 0.71% |
$6.75K - $7.98K
|
3.08K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-22- 1.7% |
$6.75K - $7.98K
|
1.27K
$447K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-22- 1.93% |
$6.75K - $7.98K
|
1.12K
$391K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-22- 0.2% |
$6.75K - $7.98K
|
11K
$3.87M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23- 0.53% |
$7.06K - $8.34K
|
4.33K
$1.52M
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-24- 0.12% |
$7.37K - $8.71K
|
19.7K
$6.9M
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24- 0.49% |
$7.37K - $8.71K
|
4.83K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-24- 0.82% |
$7.37K - $8.71K
|
2.9K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-24- 0.65% |
$7.37K - $8.71K
|
3.69K
$1.3M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-25- 0.14% |
$7.67K - $9.07K
|
18.2K
$6.38M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$7.67K - $9.07K
|
2.35K
$825K
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-25- 3.63% |
$7.67K - $9.07K
|
664
$233K
|