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 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-290- 8.65% |
$89K - $105K
|
3.06K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-290- 3.01% |
$89K - $105K
|
9.35K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-290- 4.69% |
$89K - $105K
|
5.9K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-290- 1.32% |
$89K - $105K
|
21.7K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-290- 0.57% |
$89K - $105K
|
51K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-291- 2.17% |
$89.3K - $106K
|
13.1K
$4.58M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-294- 4.01% |
$90.2K - $107K
|
7.03K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-295- 5.58% |
$90.5K - $107K
|
4.99K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-295- 1.38% |
$90.5K - $107K
|
21.2K
$7.4M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-296- 4.66% |
$90.8K - $107K
|
6.06K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-298- 13.2% |
$91.5K - $108K
|
1.96K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-299- 2.73% |
$91.8K - $108K
|
10.6K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-299- 1.04% |
$91.8K - $108K
|
28.5K
$9.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-300- 28.06% |
$92.1K - $109K
|
769
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-300- 17.64% |
$92.1K - $109K
|
1.4K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.32% |
$92.1K - $109K
|
92.7K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-300- 1.24% |
$92.1K - $109K
|
23.9K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 4.67% |
$92.1K - $109K
|
6.13K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-301- 2.5% |
$92.4K - $109K
|
11.7K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-301- 2.63% |
$92.4K - $109K
|
11.2K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 1.02% |
$92.7K - $110K
|
29.2K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-304- 17.56% |
$93.3K - $110K
|
1.43K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-304- 9.5% |
$93.3K - $110K
|
2.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-308- 2.9% |
$94.5K - $112K
|
10.3K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-309- 2.68% |
$94.8K - $112K
|
11.2K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-309- 5.81% |
$94.8K - $112K
|
5.01K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-309- 1.24% |
$94.8K - $112K
|
24.7K
$8.62M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-309- 2.05% |
$94.8K - $112K
|
14.8K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-309- 0.95% |
$94.8K - $112K
|
32.2K
$11.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-310- 3.37% |
$95.1K - $112K
|
8.89K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-311- 5.99% |
$95.5K - $113K
|
4.88K
$1.71M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-311- 2.85% |
$95.5K - $113K
|
10.6K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-312- 0.96% |
$95.8K - $113K
|
32.1K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-313- 2.46% |
$96.1K - $114K
|
12.4K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-313- 2.09% |
$96.1K - $114K
|
14.7K
$5.13M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-314- 5.71% |
$96.4K - $114K
|
5.18K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-315- 20.38% |
$96.7K - $114K
|
1.23K
$431K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-315- 8.02% |
$96.7K - $114K
|
3.61K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-315- 4.64% |
$96.7K - $114K
|
6.48K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-316- 2.16% |
$97K - $115K
|
14.3K
$5M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-316- 8.47% |
$97K - $115K
|
3.41K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-318- 1.83% |
$97.6K - $115K
|
17K
$5.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-318- 0.71% |
$97.6K - $115K
|
44.6K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
SELL
|
- |
-320- 0.49% |
$98.2K - $116K
|
65.5K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-321- 1.76% |
$98.5K - $116K
|
18K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-323- 1.32% |
$99.1K - $117K
|
24.2K
$8.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-325- 8.46% |
$99.7K - $118K
|
3.52K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-325- 4.48% |
$99.7K - $118K
|
6.93K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-326- 29.66% |
$100K - $118K
|
773
$270K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-327- 1.97% |
$100K - $119K
|
16.3K
$5.7M
|