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 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
35+ 1.43% |
$10.8K - $13.1K
|
2.48K
$869K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 1.28% |
$10.5K - $12.7K
|
2.7K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$10.5K - $12.7K
|
34
$11.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 2.99% |
$10.2K - $12.3K
|
1.14K
$398K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.18% |
$9.25K - $11.2K
|
16.3K
$5.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
29+ 0.88% |
$8.94K - $10.8K
|
3.34K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 1.78% |
$8.63K - $10.5K
|
1.6K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 1.08% |
$8.63K - $10.5K
|
2.62K
$917K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
27+ 4.09% |
$8.32K - $10.1K
|
687
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
27+ 1.26% |
$8.32K - $10.1K
|
2.18K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
27+ 0.5% |
$8.32K - $10.1K
|
5.41K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27+ 4.06% |
$8.32K - $10.1K
|
692
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
26+ 1.55% |
$8.02K - $9.71K
|
1.71K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
26+ 1.83% |
$8.02K - $9.71K
|
1.44K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.54% |
$7.71K - $9.33K
|
1.01K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
24+ 4.18% |
$7.4K - $8.96K
|
598
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 0.08% |
$7.09K - $8.59K
|
28.5K
$9.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
22+ 0.72% |
$6.78K - $8.21K
|
3.09K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
21+ 1.12% |
$6.47K - $7.84K
|
1.9K
$665K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
20+ 1.41% |
$6.17K - $7.47K
|
1.44K
$503K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20+ 0.29% |
$6.17K - $7.47K
|
6.91K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
19+ 0.66% |
$5.86K - $7.09K
|
2.91K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19+ 2.83% |
$5.86K - $7.09K
|
691
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
19+ 0.39% |
$5.86K - $7.09K
|
4.84K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18+ 2.02% |
$5.55K - $6.72K
|
907
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
18+ 0.91% |
$5.55K - $6.72K
|
2K
$699K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
18+ 0.64% |
$5.55K - $6.72K
|
2.85K
$997K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
17+ 0.5% |
$5.24K - $6.35K
|
3.42K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
17+ 0.5% |
$5.24K - $6.35K
|
3.43K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.24% |
$4.62K - $5.6K
|
6.38K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.41% |
$4.62K - $5.6K
|
3.65K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.54% |
$4.32K - $5.23K
|
2.6K
$911K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 2.41% |
$4.32K - $5.23K
|
595
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13+ 1.39% |
$4.01K - $4.85K
|
949
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
13+ 0.1% |
$4.01K - $4.85K
|
13.1K
$4.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
13+ 5.46% |
$4.01K - $4.85K
|
251
$87.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
12+ 1.7% |
$3.7K - $4.48K
|
716
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11+ 1.36% |
$3.39K - $4.11K
|
817
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.87% |
$3.39K - $4.11K
|
1.28K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
10+ 1.39% |
$3.08K - $3.73K
|
729
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9+ 6.98% |
$2.77K - $3.36K
|
138
$48.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9+ 0.54% |
$2.77K - $3.36K
|
1.69K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9+ 0.16% |
$2.77K - $3.36K
|
5.48K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.78% |
$2.47K - $2.99K
|
1.04K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
8+ 1.32% |
$2.47K - $2.99K
|
615
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
6+ 0.11% |
$1.85K - $2.24K
|
5.29K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.32% |
$1.85K - $2.24K
|
1.86K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.85K - $2.24K
|
1.12K
$390K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.27% |
$1.54K - $1.87K
|
1.85K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.13% |
$1.54K - $1.87K
|
3.73K
$1.31M
|