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 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
246+ 4.34% |
$75.5K - $89.2K
|
5.92K
$2.07M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
243New |
$74.6K - $88.1K
|
243
$85K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
240+ 3.95% |
$73.7K - $87.1K
|
6.31K
$2.21M
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
239+ 0.19% |
$73.4K - $86.7K
|
128K
$44.8M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
238+ 25.08% |
$73K - $86.3K
|
1.19K
$415K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
237+ 4.62% |
$72.7K - $86K
|
5.37K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
235+ 2.35% |
$72.1K - $85.2K
|
10.3K
$3.59M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 0.43% |
$71.8K - $84.9K
|
55.2K
$19.3M
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
234+ 0.47% |
$71.8K - $84.9K
|
49.9K
$17.5M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 10.34% |
$71.8K - $84.9K
|
2.5K
$874K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
233+ 3.7% |
$71.5K - $84.5K
|
6.53K
$2.28M
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
232+ 3.35% |
$71.2K - $84.1K
|
7.15K
$2.5M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
231+ 8.46% |
$70.9K - $83.8K
|
2.96K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
229+ 3.39% |
$70.3K - $83.1K
|
6.99K
$2.45M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
229+ 2.71% |
$70.3K - $83.1K
|
8.69K
$3.04M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
228+ 17.22% |
$70K - $82.7K
|
1.55K
$543K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
227+ 2.06% |
$69.7K - $82.3K
|
11.2K
$3.93M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
226+ 9.27% |
$69.4K - $82K
|
2.66K
$932K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
225+ 28.99% |
$69.1K - $81.6K
|
1K
$350K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
224+ 5.81% |
$68.8K - $81.2K
|
4.08K
$1.43M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
224+ 0.34% |
$68.8K - $81.2K
|
66K
$23.1M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
223+ 1.53% |
$68.4K - $80.9K
|
14.8K
$5.17M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
220+ 21.38% |
$67.5K - $79.8K
|
1.25K
$437K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
220+ 8.26% |
$67.5K - $79.8K
|
2.89K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
218+ 26.68% |
$66.9K - $79.1K
|
1.04K
$362K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
217+ 2.99% |
$66.6K - $78.7K
|
7.48K
$2.62M
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 2.49% |
$66.3K - $78.3K
|
8.88K
$3.11M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
216+ 4.2% |
$66.3K - $78.3K
|
5.36K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
216+ 4.11% |
$66.3K - $78.3K
|
5.47K
$1.91M
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
215+ 0.26% |
$66K - $78K
|
82.5K
$28.9M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
215+ 16.28% |
$66K - $78K
|
1.54K
$537K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
213+ 7.24% |
$65.4K - $77.3K
|
3.16K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
212+ 11.2% |
$65.1K - $76.9K
|
2.11K
$736K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
212+ 9.6% |
$65.1K - $76.9K
|
2.42K
$847K
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
211+ 5.26% |
$64.8K - $76.5K
|
4.22K
$1.48M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
211+ 2.77% |
$64.8K - $76.5K
|
7.82K
$2.74M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
210+ 4.41% |
$64.5K - $76.2K
|
4.97K
$1.74M
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
210+ 0.96% |
$64.5K - $76.2K
|
22.2K
$7.76M
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
210+ 0.87% |
$64.5K - $76.2K
|
24.5K
$8.56M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
209+ 18.06% |
$64.1K - $75.8K
|
1.37K
$478K
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
209+ 1.25% |
$64.1K - $75.8K
|
17K
$5.94M
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
208+ 27.73% |
$63.8K - $75.4K
|
958
$335K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
207+ 31.22% |
$63.5K - $75.1K
|
870
$304K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
203+ 8.16% |
$62.3K - $73.6K
|
2.69K
$941K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
202+ 1.68% |
$62K - $73.3K
|
12.2K
$4.27M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
201+ 13.18% |
$61.7K - $72.9K
|
1.73K
$604K
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
201+ 1.27% |
$61.7K - $72.9K
|
16K
$5.61M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
201+ 47.18% |
$61.7K - $72.9K
|
627
$219K
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
201+ 1.22% |
$61.7K - $72.9K
|
16.7K
$5.84M
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
201+ 20.79% |
$61.7K - $72.9K
|
1.17K
$409K
|