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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-533- 1.69% |
$164K - $193K
|
30.9K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-535- 23.26% |
$164K - $194K
|
1.77K
$617K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-537- 3.65% |
$165K - $195K
|
14.2K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-537- 6.27% |
$165K - $195K
|
8.03K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-538- 22.33% |
$165K - $195K
|
1.87K
$654K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-539- 4.4% |
$165K - $196K
|
11.7K
$4.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-540- 2.29% |
$166K - $196K
|
23.1K
$8.06M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-542- 3.78% |
$166K - $197K
|
13.8K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-545- 1.12% |
$167K - $198K
|
48.1K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-545- 2.64% |
$167K - $198K
|
20.1K
$7.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-546- 1.79% |
$168K - $198K
|
30K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-546- 0.97% |
$168K - $198K
|
55.8K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-550- 2.29% |
$169K - $199K
|
23.5K
$8.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-555- 0.44% |
$170K - $201K
|
126K
$44M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-556- 9.13% |
$171K - $202K
|
5.54K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-558- 0.86% |
$171K - $202K
|
64K
$22.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-559- 14.66% |
$172K - $203K
|
3.26K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-559- 40.92% |
$172K - $203K
|
807
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-560- 24.09% |
$172K - $203K
|
1.77K
$617K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-560- 0.75% |
$172K - $203K
|
74.3K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-560- 9.43% |
$172K - $203K
|
5.38K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-563- 14.57% |
$173K - $204K
|
3.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-564- 24.96% |
$173K - $205K
|
1.7K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-564- 2.09% |
$173K - $205K
|
26.4K
$9.24M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-564- 1.18% |
$173K - $205K
|
47.4K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-567- 1.41% |
$174K - $206K
|
39.8K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-568- 3.64% |
$174K - $206K
|
15K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-570- 11.57% |
$175K - $207K
|
4.36K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-573- 6.87% |
$176K - $208K
|
7.76K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-574- 5.22% |
$176K - $208K
|
10.4K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-574- 86.32% |
$176K - $208K
|
91
$31.8K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-575- 7.14% |
$176K - $209K
|
7.48K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-577- 33.92% |
$177K - $209K
|
1.12K
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-578- 1.71% |
$177K - $210K
|
33.3K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-578- 2.84% |
$177K - $210K
|
19.8K
$6.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-587- 1.21% |
$180K - $213K
|
48K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-587- 3.8% |
$180K - $213K
|
14.9K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-588- 1.85% |
$180K - $213K
|
31.2K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-589- 6.69% |
$181K - $214K
|
8.22K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-592- 7.12% |
$182K - $215K
|
7.72K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-592- 0.9% |
$182K - $215K
|
65K
$22.7M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-593- 30.29% |
$182K - $215K
|
1.37K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-595- 26.52% |
$183K - $216K
|
1.65K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-597- 2.44% |
$183K - $217K
|
23.9K
$8.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-598- 7.49% |
$184K - $217K
|
7.38K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-598- 1.24% |
$184K - $217K
|
47.6K
$16.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-600- 7.85% |
$184K - $218K
|
7.05K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-602- 13.8% |
$185K - $218K
|
3.76K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-603- 5.2% |
$185K - $219K
|
11K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-603- 19.35% |
$185K - $219K
|
2.51K
$879K
|