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 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
146+ 11.25% |
$44.8K - $53K
|
1.44K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
145+ 8.83% |
$44.5K - $52.6K
|
1.79K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
145+ 12.05% |
$44.5K - $52.6K
|
1.35K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
144+ 9.14% |
$44.2K - $52.2K
|
1.72K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
144+ 10.5% |
$44.2K - $52.2K
|
1.52K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
143+ 0.26% |
$43.9K - $51.9K
|
55.1K
$19.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
143+ 27.98% |
$43.9K - $51.9K
|
654
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
143+ 3.95% |
$43.9K - $51.9K
|
3.77K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
143+ 14.83% |
$43.9K - $51.9K
|
1.11K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
143+ 3.78% |
$43.9K - $51.9K
|
3.93K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
143+ 13.79% |
$43.9K - $51.9K
|
1.18K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
142+ 0.11% |
$43.6K - $51.5K
|
126K
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
142+ 0.12% |
$43.6K - $51.5K
|
117K
$40.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
140+ 14.45% |
$43K - $50.8K
|
1.11K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
140+ 0.45% |
$43K - $50.8K
|
31.2K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
140+ 0.67% |
$43K - $50.8K
|
21.2K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
140+ 0.29% |
$43K - $50.8K
|
48.2K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
139+ 20.72% |
$42.7K - $50.4K
|
810
$283K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
137+ 8.13% |
$42K - $49.7K
|
1.82K
$637K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
136+ 0.35% |
$41.7K - $49.3K
|
39K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
136+ 4.12% |
$41.7K - $49.3K
|
3.44K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
136+ 2.87% |
$41.7K - $49.3K
|
4.87K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
135+ 5.24% |
$41.4K - $49K
|
2.71K
$948K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
133+ 8.79% |
$40.8K - $48.2K
|
1.65K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
133+ 3.96% |
$40.8K - $48.2K
|
3.49K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
133+ 1.16% |
$40.8K - $48.2K
|
11.6K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
130+ 15.72% |
$39.9K - $47.2K
|
957
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
130+ 4.36% |
$39.9K - $47.2K
|
3.11K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
130+ 14.36% |
$39.9K - $47.2K
|
1.04K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
130+ 1.22% |
$39.9K - $47.2K
|
10.8K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
130+ 6.07% |
$39.9K - $47.2K
|
2.27K
$795K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
129+ 2.46% |
$39.6K - $46.8K
|
5.38K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
128+ 0.19% |
$39.3K - $46.4K
|
67.2K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
128+ 0.94% |
$39.3K - $46.4K
|
13.8K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
128+ 11.24% |
$39.3K - $46.4K
|
1.27K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
127+ 9.26% |
$39K - $46.1K
|
1.5K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
127+ 1.06% |
$39K - $46.1K
|
12.1K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
127+ 2.2% |
$39K - $46.1K
|
5.89K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
126+ 2.26% |
$38.7K - $45.7K
|
5.71K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
125+ 0.74% |
$38.4K - $45.3K
|
17K
$5.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
124+ 2.32% |
$38.1K - $45K
|
5.47K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
124+ 10.98% |
$38.1K - $45K
|
1.25K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
123+ 2.05% |
$37.8K - $44.6K
|
6.11K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
123+ 1.03% |
$37.8K - $44.6K
|
12.1K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
122+ 5.09% |
$37.4K - $44.3K
|
2.52K
$882K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
121+ 3.65% |
$37.1K - $43.9K
|
3.43K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
121+ 2.28% |
$37.1K - $43.9K
|
5.43K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
119+ 6.95% |
$36.5K - $43.2K
|
1.83K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
118+ 6.77% |
$36.2K - $42.8K
|
1.86K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
117+ 4.62% |
$35.9K - $42.4K
|
2.65K
$927K
|