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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
591New |
$181K - $214K
|
591
$207K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
591New |
$181K - $214K
|
591
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
590New |
$181K - $214K
|
590
$206K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
590New |
$181K - $214K
|
590
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
589+ 0.51% |
$181K - $214K
|
116K
$40.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
589+ 2.34% |
$181K - $214K
|
25.7K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
586New |
$180K - $213K
|
586
$205K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
585New |
$180K - $212K
|
585
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
585+ 2.24% |
$180K - $212K
|
26.7K
$9.32M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
583New |
$179K - $211K
|
583
$204K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
582New |
$179K - $211K
|
582
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
581New |
$178K - $211K
|
581
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
580+ 2.86% |
$178K - $210K
|
20.9K
$7.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
576New |
$177K - $209K
|
576
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
574New |
$176K - $208K
|
574
$201K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
571New |
$175K - $207K
|
571
$200K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
570New |
$175K - $207K
|
570
$199K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
570New |
$175K - $207K
|
570
$199K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
565+ 10.37% |
$173K - $205K
|
6.01K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
557+ 17.4% |
$171K - $202K
|
3.76K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
556+ 1.98% |
$171K - $202K
|
28.7K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
555+ 20.23% |
$170K - $201K
|
3.3K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
555+ 4.87% |
$170K - $201K
|
11.9K
$4.18M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
552+ 173.04% |
$169K - $200K
|
871
$305K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
551+ 4.26% |
$169K - $200K
|
13.5K
$4.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
550+ 21.12% |
$169K - $199K
|
3.15K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
549+ 6.86% |
$168K - $199K
|
8.55K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
545+ 4.58% |
$167K - $198K
|
12.4K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
543+ 27.73% |
$167K - $197K
|
2.5K
$875K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
538+ 484.68% |
$165K - $195K
|
649
$227K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
536+ 1.67% |
$165K - $194K
|
32.6K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
535+ 1.79% |
$164K - $194K
|
30.4K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
534+ 6.55% |
$164K - $194K
|
8.69K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
530+ 1.03% |
$163K - $192K
|
52.1K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
526+ 66.67% |
$161K - $191K
|
1.32K
$460K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
525+ 4.28% |
$161K - $190K
|
12.8K
$4.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
522+ 103.57% |
$160K - $189K
|
1.03K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
522+ 1.34% |
$160K - $189K
|
39.4K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
522+ 60.7% |
$160K - $189K
|
1.38K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
520+ 8.14% |
$160K - $189K
|
6.91K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
518+ 2.51% |
$159K - $188K
|
21.2K
$7.4M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
512+ 17.89% |
$157K - $186K
|
3.37K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
511+ 3.94% |
$157K - $185K
|
13.5K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
509New |
$156K - $185K
|
509
$178K
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
508+ 0.31% |
$156K - $184K
|
163K
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
505+ 12.43% |
$155K - $183K
|
4.57K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
504New |
$155K - $183K
|
504
$176K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
503+ 34.5% |
$154K - $182K
|
1.96K
$686K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
499+ 13.12% |
$153K - $181K
|
4.3K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
488+ 7.21% |
$150K - $177K
|
7.25K
$2.54M
|