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 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 0.48% |
$7.67K - $9.07K
|
5.23K
$1.83M
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-25- 1.07% |
$7.67K - $9.07K
|
2.32K
$810K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-25- 2.81% |
$7.67K - $9.07K
|
865
$303K
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-25- 0.64% |
$7.67K - $9.07K
|
3.9K
$1.36M
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.26% |
$7.67K - $9.07K
|
9.57K
$3.35M
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-25- 2.34% |
$7.67K - $9.07K
|
1.04K
$365K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-25- 0.78% |
$7.67K - $9.07K
|
3.2K
$1.12M
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-25- 0.12% |
$7.67K - $9.07K
|
20.2K
$7.08M
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-25- 0.47% |
$7.67K - $9.07K
|
5.29K
$1.85M
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-26- 1.69% |
$7.98K - $9.43K
|
1.51K
$528K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-26- 3.12% |
$7.98K - $9.43K
|
808
$283K
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-26- 0.78% |
$7.98K - $9.43K
|
3.31K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 8.47% |
$7.98K - $9.43K
|
281
$98.3K
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-26- 2.74% |
$7.98K - $9.43K
|
923
$323K
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-27- 0.54% |
$8.29K - $9.79K
|
4.98K
$1.74M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-27- 3.54% |
$8.29K - $9.79K
|
736
$257K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-27- 0.13% |
$8.29K - $9.79K
|
20.2K
$7.06M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-28- 2.61% |
$8.59K - $10.2K
|
1.05K
$366K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-28- 2.08% |
$8.59K - $10.2K
|
1.32K
$460K
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-28- 4.32% |
$8.59K - $10.2K
|
620
$217K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-28- 0.76% |
$8.59K - $10.2K
|
3.64K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-28- 2.98% |
$8.59K - $10.2K
|
913
$319K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.42% |
$8.59K - $10.2K
|
6.58K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 0.31% |
$8.59K - $10.2K
|
8.93K
$3.12M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-28- 0.38% |
$8.59K - $10.2K
|
7.28K
$2.55M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.16% |
$8.59K - $10.2K
|
17.9K
$6.26M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.65% |
$8.9K - $10.5K
|
4.46K
$1.56M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-29- 0.04% |
$8.9K - $10.5K
|
78.4K
$27.4M
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-29- 2.06% |
$8.9K - $10.5K
|
1.38K
$483K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-29- 2.48% |
$8.9K - $10.5K
|
1.14K
$399K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-29- 4.48% |
$8.9K - $10.5K
|
618
$216K
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-29- 1.57% |
$8.9K - $10.5K
|
1.82K
$636K
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-29- 0.24% |
$8.9K - $10.5K
|
11.9K
$4.15M
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 1.15% |
$8.9K - $10.5K
|
2.5K
$875K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-29- 4.26% |
$8.9K - $10.5K
|
652
$228K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-30- 0.25% |
$9.21K - $10.9K
|
12.1K
$4.24M
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-30- 3.18% |
$9.21K - $10.9K
|
914
$320K
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-30- 20.0% |
$9.21K - $10.9K
|
120
$42K
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-30- 0.83% |
$9.21K - $10.9K
|
3.57K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-30- 1.93% |
$9.21K - $10.9K
|
1.52K
$533K
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-31- 1.01% |
$9.51K - $11.2K
|
3.04K
$1.06M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-31- 5.48% |
$9.51K - $11.2K
|
535
$187K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-31- 0.76% |
$9.51K - $11.2K
|
4.07K
$1.42M
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-32- 0.94% |
$9.82K - $11.6K
|
3.36K
$1.18M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-32- 4.24% |
$9.82K - $11.6K
|
723
$253K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-32- 0.68% |
$9.82K - $11.6K
|
4.68K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-32- 2.92% |
$9.82K - $11.6K
|
1.06K
$372K
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-32- 5.15% |
$9.82K - $11.6K
|
589
$206K
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-33- 0.21% |
$10.1K - $12K
|
15.5K
$5.43M
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-33- 1.54% |
$10.1K - $12K
|
2.11K
$737K
|