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 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 5.68% |
$61.4K - $72.5K
|
3.72K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
200+ 15.71% |
$61.4K - $72.5K
|
1.47K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200+ 1.26% |
$61.4K - $72.5K
|
16.1K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
200+ 3.41% |
$61.4K - $72.5K
|
6.06K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.77% |
$61.1K - $72.2K
|
11.4K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
199+ 17.83% |
$61.1K - $72.2K
|
1.32K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
198+ 7.21% |
$60.8K - $71.8K
|
2.95K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
198+ 21.57% |
$60.8K - $71.8K
|
1.12K
$390K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
198+ 3.04% |
$60.8K - $71.8K
|
6.72K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197+ 3.25% |
$60.5K - $71.5K
|
6.26K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
196+ 1.97% |
$60.2K - $71.1K
|
10.1K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
196+ 8.16% |
$60.2K - $71.1K
|
2.6K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
196+ 27.72% |
$60.2K - $71.1K
|
903
$316K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
196+ 15.97% |
$60.2K - $71.1K
|
1.42K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
196New |
$60.2K - $71.1K
|
196
$68.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
195+ 4.55% |
$59.8K - $70.7K
|
4.48K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
195+ 6.85% |
$59.8K - $70.7K
|
3.04K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
194+ 9.55% |
$59.5K - $70.4K
|
2.23K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
194+ 9.16% |
$59.5K - $70.4K
|
2.31K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
192+ 5.12% |
$58.9K - $69.6K
|
3.95K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
192+ 3.91% |
$58.9K - $69.6K
|
5.1K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
192+ 5.55% |
$58.9K - $69.6K
|
3.65K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
192+ 3.2% |
$58.9K - $69.6K
|
6.19K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
190+ 1.78% |
$58.3K - $68.9K
|
10.9K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
190+ 12.09% |
$58.3K - $68.9K
|
1.76K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
190+ 174.31% |
$58.3K - $68.9K
|
299
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
189+ 3.24% |
$58K - $68.6K
|
6.03K
$2.11M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
188+ 8.39% |
$57.7K - $68.2K
|
2.43K
$849K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
186+ 2.6% |
$57.1K - $67.5K
|
7.33K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
185+ 14.32% |
$56.8K - $67.1K
|
1.48K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
185+ 4.66% |
$56.8K - $67.1K
|
4.16K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
184+ 5.83% |
$56.5K - $66.7K
|
3.34K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
181+ 1.37% |
$55.6K - $65.7K
|
13.4K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
180+ 26.39% |
$55.2K - $65.3K
|
862
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
180+ 4.92% |
$55.2K - $65.3K
|
3.84K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 0.44% |
$55.2K - $65.3K
|
41K
$14.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
179+ 23.22% |
$54.9K - $64.9K
|
950
$332K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
179+ 0.53% |
$54.9K - $64.9K
|
34K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
176+ 1.86% |
$54K - $63.8K
|
9.63K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
175+ 6.81% |
$53.7K - $63.5K
|
2.74K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
175+ 2.21% |
$53.7K - $63.5K
|
8.09K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
174+ 14.32% |
$53.4K - $63.1K
|
1.39K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
173New |
$53.1K - $62.7K
|
173
$60.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
173+ 3.93% |
$53.1K - $62.7K
|
4.58K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
173+ 7.68% |
$53.1K - $62.7K
|
2.43K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
172+ 3.25% |
$52.8K - $62.4K
|
5.46K
$1.91M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
172+ 1.85% |
$52.8K - $62.4K
|
9.49K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
171+ 0.47% |
$52.5K - $62K
|
36.4K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
169+ 15.0% |
$51.9K - $61.3K
|
1.3K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
166+ 10.96% |
$50.9K - $60.2K
|
1.68K
$588K
|