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 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
60+ 5.0% |
$18.5K - $22.4K
|
1.26K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
60+ 1.41% |
$18.5K - $22.4K
|
4.31K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
59+ 1.12% |
$18.2K - $22K
|
5.31K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
59+ 4.59% |
$18.2K - $22K
|
1.35K
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59+ 5.87% |
$18.2K - $22K
|
1.06K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
58+ 6.73% |
$17.9K - $21.7K
|
920
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
58+ 2.86% |
$17.9K - $21.7K
|
2.08K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
56+ 1.88% |
$17.3K - $20.9K
|
3.04K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
56+ 7.33% |
$17.3K - $20.9K
|
820
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.63% |
$17.3K - $20.9K
|
8.99K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56+ 0.39% |
$17.3K - $20.9K
|
14.2K
$4.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 0.52% |
$17K - $20.5K
|
10.6K
$3.71M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
55+ 1.54% |
$17K - $20.5K
|
3.63K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
54+ 2.09% |
$16.6K - $20.2K
|
2.64K
$923K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 8.32% |
$16.3K - $19.8K
|
690
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
53+ 2.65% |
$16.3K - $19.8K
|
2.05K
$719K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
53+ 0.48% |
$16.3K - $19.8K
|
11.1K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
50+ 2.37% |
$15.4K - $18.7K
|
2.16K
$757K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
50+ 5.26% |
$15.4K - $18.7K
|
1K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
49+ 2.14% |
$15.1K - $18.3K
|
2.34K
$819K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49+ 1.04% |
$15.1K - $18.3K
|
4.77K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
49+ 83.05% |
$15.1K - $18.3K
|
108
$37.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
48+ 3.19% |
$14.8K - $17.9K
|
1.55K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 1.03% |
$14.5K - $17.5K
|
4.59K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
47+ 3.99% |
$14.5K - $17.5K
|
1.22K
$428K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.89% |
$14.2K - $17.2K
|
5.23K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.46% |
$14.2K - $17.2K
|
3.2K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
46+ 1.67% |
$14.2K - $17.2K
|
2.81K
$981K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
46+ 1.3% |
$14.2K - $17.2K
|
3.58K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.73% |
$13.9K - $16.8K
|
6.21K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
45+ 5.45% |
$13.9K - $16.8K
|
870
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
44+ 0.71% |
$13.6K - $16.4K
|
6.29K
$2.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
43+ 1.41% |
$13.3K - $16.1K
|
3.08K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
43New |
$13.3K - $16.1K
|
43
$15K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.3% |
$12.9K - $15.7K
|
13.8K
$4.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
42+ 4.63% |
$12.9K - $15.7K
|
950
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.41% |
$12.9K - $15.7K
|
995
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42+ 0.06% |
$12.9K - $15.7K
|
66K
$23.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
41+ 82.0% |
$12.6K - $15.3K
|
91
$31.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 1.22% |
$12.6K - $15.3K
|
3.39K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
41+ 3.14% |
$12.6K - $15.3K
|
1.35K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
41+ 0.78% |
$12.6K - $15.3K
|
5.31K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
40+ 1.42% |
$12.3K - $14.9K
|
2.85K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
40+ 0.87% |
$12.3K - $14.9K
|
4.62K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
38+ 1.19% |
$11.7K - $14.2K
|
3.23K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38+ 3.45% |
$11.7K - $14.2K
|
1.14K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
37+ 6.29% |
$11.4K - $13.8K
|
625
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 0.85% |
$11.4K - $13.8K
|
4.41K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
37+ 3.93% |
$11.4K - $13.8K
|
978
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.53% |
$10.8K - $13.1K
|
6.62K
$2.31M
|