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 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
166+ 21.96% |
$50.9K - $60.2K
|
922
$323K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
166+ 4.1% |
$50.9K - $60.2K
|
4.22K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
166+ 0.07% |
$50.9K - $60.2K
|
249K
$87.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
165+ 8.32% |
$50.6K - $59.8K
|
2.15K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
164+ 6.67% |
$50.3K - $59.5K
|
2.62K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
163+ 2.76% |
$50K - $59.1K
|
6.07K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
161+ 7.66% |
$49.4K - $58.4K
|
2.26K
$792K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.78% |
$49.4K - $58.4K
|
20.7K
$7.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
160New |
$49.1K - $58K
|
160
$56K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
160+ 2.57% |
$49.1K - $58K
|
6.38K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
160+ 20.08% |
$49.1K - $58K
|
957
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
159+ 24.16% |
$48.8K - $57.7K
|
817
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
159+ 3.95% |
$48.8K - $57.7K
|
4.19K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
159+ 0.23% |
$48.8K - $57.7K
|
68.5K
$24M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
159+ 7.83% |
$48.8K - $57.7K
|
2.19K
$766K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
159+ 2.84% |
$48.8K - $57.7K
|
5.76K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
159+ 3.3% |
$48.8K - $57.7K
|
4.97K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
159+ 0.51% |
$48.8K - $57.7K
|
31.2K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
158+ 7.3% |
$48.5K - $57.3K
|
2.32K
$812K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
158+ 10.54% |
$48.5K - $57.3K
|
1.66K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
158+ 3.07% |
$48.5K - $57.3K
|
5.31K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
158+ 4.52% |
$48.5K - $57.3K
|
3.65K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
158+ 3.1% |
$48.5K - $57.3K
|
5.26K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
156+ 16.97% |
$47.9K - $56.6K
|
1.08K
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
156+ 2.25% |
$47.9K - $56.6K
|
7.1K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
156+ 5.98% |
$47.9K - $56.6K
|
2.76K
$967K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
156+ 3.45% |
$47.9K - $56.6K
|
4.68K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
155New |
$47.6K - $56.2K
|
155
$54.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
154+ 4.65% |
$47.3K - $55.9K
|
3.47K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
154+ 0.44% |
$47.3K - $55.9K
|
35.5K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
154+ 10.49% |
$47.3K - $55.9K
|
1.62K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
154+ 1.48% |
$47.3K - $55.9K
|
10.6K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
154+ 6.2% |
$47.3K - $55.9K
|
2.64K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
153+ 4.89% |
$47K - $55.5K
|
3.28K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
153+ 2.14% |
$47K - $55.5K
|
7.31K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 3.45% |
$46.7K - $55.1K
|
4.56K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
152+ 12.67% |
$46.7K - $55.1K
|
1.35K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
151+ 2.11% |
$46.3K - $54.8K
|
7.31K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
151+ 1.6% |
$46.3K - $54.8K
|
9.59K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
150+ 12.61% |
$46K - $54.4K
|
1.34K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
150+ 2.06% |
$46K - $54.4K
|
7.43K
$2.6M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$46K - $54.4K
|
150
$52.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
149+ 10.5% |
$45.7K - $54K
|
1.57K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
148+ 3.06% |
$45.4K - $53.7K
|
4.98K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
148+ 1.05% |
$45.4K - $53.7K
|
14.3K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
147+ 4.1% |
$45.1K - $53.3K
|
3.74K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
147+ 14.43% |
$45.1K - $53.3K
|
1.17K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
147+ 0.57% |
$45.1K - $53.3K
|
25.8K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
147+ 5.98% |
$45.1K - $53.3K
|
2.61K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
146+ 0.59% |
$44.8K - $53K
|
25.1K
$8.77M
|