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 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
326+ 1.45% |
$100K - $118K
|
22.9K
$8M
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
325+ 3.7% |
$99.7K - $118K
|
9.12K
$3.19M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
325+ 0.87% |
$99.7K - $118K
|
37.5K
$13.1M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
321+ 3.99% |
$98.5K - $116K
|
8.36K
$2.93M
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
320+ 10.94% |
$98.2K - $116K
|
3.25K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
320+ 1.6% |
$98.2K - $116K
|
20.3K
$7.11M
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
319+ 2.2% |
$97.9K - $116K
|
14.8K
$5.19M
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
319+ 1.26% |
$97.9K - $116K
|
25.6K
$8.97M
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
318+ 4.15% |
$97.6K - $115K
|
7.98K
$2.79M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
318+ 6.29% |
$97.6K - $115K
|
5.37K
$1.88M
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
316+ 0.48% |
$97K - $115K
|
65.8K
$23M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
316+ 9.05% |
$97K - $115K
|
3.81K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
315+ 4.6% |
$96.7K - $114K
|
7.17K
$2.51M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
314+ 7.58% |
$96.4K - $114K
|
4.46K
$1.56M
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
314+ 0.21% |
$96.4K - $114K
|
148K
$51.8M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
313+ 17.96% |
$96.1K - $114K
|
2.06K
$719K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
312+ 16.82% |
$95.8K - $113K
|
2.17K
$758K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
312+ 0.09% |
$95.8K - $113K
|
344K
$120M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
312+ 2.49% |
$95.8K - $113K
|
12.9K
$4.5M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
310+ 2.67% |
$95.1K - $112K
|
11.9K
$4.16M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
310+ 19.75% |
$95.1K - $112K
|
1.88K
$658K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
310+ 0.45% |
$95.1K - $112K
|
69.3K
$24.2M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
309+ 1.83% |
$94.8K - $112K
|
17.2K
$6.02M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
309+ 18.02% |
$94.8K - $112K
|
2.02K
$708K
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
308+ 8.45% |
$94.5K - $112K
|
3.95K
$1.38M
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
305+ 1.1% |
$93.6K - $111K
|
27.9K
$9.77M
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
305+ 6.01% |
$93.6K - $111K
|
5.38K
$1.88M
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
304New |
$93.3K - $110K
|
304
$106K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
303+ 2.13% |
$93K - $110K
|
14.5K
$5.08M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
303+ 13.42% |
$93K - $110K
|
2.56K
$896K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
303+ 13.95% |
$93K - $110K
|
2.48K
$866K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
302+ 2.15% |
$92.7K - $110K
|
14.3K
$5.01M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
300+ 16.57% |
$92.1K - $109K
|
2.11K
$738K
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300+ 2.78% |
$92.1K - $109K
|
11.1K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
300+ 6.38% |
$92.1K - $109K
|
5K
$1.75M
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
298+ 0.34% |
$91.5K - $108K
|
86.7K
$30.3M
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
296+ 1.75% |
$90.8K - $107K
|
17.2K
$6.01M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
295+ 4.33% |
$90.5K - $107K
|
7.11K
$2.49M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
293+ 22.08% |
$89.9K - $106K
|
1.62K
$567K
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
292+ 18.91% |
$89.6K - $106K
|
1.84K
$642K
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
292+ 35.78% |
$89.6K - $106K
|
1.11K
$388K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
291+ 26.99% |
$89.3K - $106K
|
1.37K
$479K
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
291+ 0.39% |
$89.3K - $106K
|
75.4K
$26.4M
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
291+ 5.05% |
$89.3K - $106K
|
6.05K
$2.12M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
289+ 15.67% |
$88.7K - $105K
|
2.13K
$746K
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
288+ 1.21% |
$88.4K - $104K
|
24.1K
$8.44M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
287+ 0.52% |
$88.1K - $104K
|
55.7K
$19.5M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
287+ 0.28% |
$88.1K - $104K
|
102K
$35.5M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
286New |
$87.8K - $104K
|
286
$100K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
282+ 2.36% |
$86.6K - $102K
|
12.2K
$4.28M
|