Purchases and Sales Made in Q2 2025 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
496+ 1.07% |
$153K - $185K
|
46.9K
$16.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
487+ 33.38% |
$150K - $182K
|
1.95K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
477+ 16.13% |
$147K - $178K
|
3.44K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
476+ 16.14% |
$147K - $178K
|
3.43K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
460+ 27.93% |
$142K - $172K
|
2.11K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
446+ 45.51% |
$137K - $166K
|
1.43K
$499K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
446+ 17.63% |
$137K - $166K
|
2.98K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
441+ 10.99% |
$136K - $165K
|
4.45K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
439+ 19.49% |
$135K - $164K
|
2.69K
$942K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
431+ 43.54% |
$133K - $161K
|
1.42K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
420+ 6.04% |
$129K - $157K
|
7.37K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
416+ 1.29% |
$128K - $155K
|
32.7K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
414+ 0.87% |
$128K - $155K
|
48.1K
$16.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
399+ 13.7% |
$123K - $149K
|
3.31K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
393+ 16.72% |
$121K - $147K
|
2.74K
$960K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
387+ 65.82% |
$119K - $144K
|
975
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
373+ 0.7% |
$115K - $139K
|
53.7K
$18.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
364+ 20.02% |
$112K - $136K
|
2.18K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
352+ 5.03% |
$109K - $131K
|
7.34K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
347+ 21.39% |
$107K - $130K
|
1.97K
$689K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
346+ 50.14% |
$107K - $129K
|
1.04K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
341+ 2.79% |
$105K - $127K
|
12.6K
$4.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
340New |
$105K - $127K
|
340
$119K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
333+ 1.78% |
$103K - $124K
|
19K
$6.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
332+ 28.87% |
$102K - $124K
|
1.48K
$518K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
330+ 5.45% |
$102K - $123K
|
6.38K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
329+ 50.31% |
$101K - $123K
|
983
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
324+ 1.2% |
$99.9K - $121K
|
27.4K
$9.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
322+ 1.98% |
$99.3K - $120K
|
16.6K
$5.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
320+ 2.88% |
$98.6K - $119K
|
11.4K
$4M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
317+ 27.54% |
$97.7K - $118K
|
1.47K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
315+ 9.48% |
$97.1K - $118K
|
3.64K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
314+ 72.18% |
$96.8K - $117K
|
749
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
308+ 1.39% |
$94.9K - $115K
|
22.5K
$7.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 7.68% |
$92.5K - $112K
|
4.2K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
300+ 1.11% |
$92.5K - $112K
|
27.3K
$9.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
298+ 1.0% |
$91.9K - $111K
|
30K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 1.68% |
$89.4K - $108K
|
17.5K
$6.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
288+ 1.08% |
$88.8K - $108K
|
26.9K
$9.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
287+ 4.5% |
$88.5K - $107K
|
6.67K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
285+ 1.41% |
$87.9K - $106K
|
20.5K
$7.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
279+ 1.8% |
$86K - $104K
|
15.8K
$5.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
277+ 27.29% |
$85.4K - $103K
|
1.29K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
270+ 0.74% |
$83.2K - $101K
|
36.8K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
263New |
$81.1K - $98.2K
|
263
$92K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
260+ 6.8% |
$80.2K - $97.1K
|
4.08K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
254+ 7.15% |
$78.3K - $94.8K
|
3.81K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
251+ 9.96% |
$77.4K - $93.7K
|
2.77K
$969K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
251New |
$77.4K - $93.7K
|
251
$87.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
250+ 0.67% |
$77.1K - $93.3K
|
37.8K
$13.2M
|