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 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
116+ 4.74% |
$35.6K - $42.1K
|
2.56K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
116+ 4.95% |
$35.6K - $42.1K
|
2.46K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.98% |
$35.3K - $41.7K
|
5.92K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
114+ 0.57% |
$35K - $41.3K
|
20K
$6.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
114+ 3.44% |
$35K - $41.3K
|
3.43K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
114+ 3.33% |
$35K - $41.3K
|
3.54K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
114+ 7.91% |
$35K - $41.3K
|
1.56K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
113+ 4.59% |
$34.7K - $41K
|
2.58K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
113+ 3.14% |
$34.7K - $41K
|
3.71K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
113+ 0.97% |
$34.7K - $41K
|
11.8K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
113+ 3.65% |
$34.7K - $41K
|
3.21K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
113+ 8.03% |
$34.7K - $41K
|
1.52K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
112+ 7.22% |
$34.4K - $40.6K
|
1.66K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
111+ 0.77% |
$34.1K - $40.3K
|
14.5K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
110+ 1.21% |
$33.8K - $39.9K
|
9.21K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
110+ 2.34% |
$33.8K - $39.9K
|
4.81K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
110+ 11.88% |
$33.8K - $39.9K
|
1.04K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
110+ 10.05% |
$33.8K - $39.9K
|
1.2K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
109+ 0.81% |
$33.5K - $39.5K
|
13.6K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
109New |
$33.5K - $39.5K
|
109
$38.1K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
109+ 3.72% |
$33.5K - $39.5K
|
3.04K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
108+ 4.62% |
$33.1K - $39.2K
|
2.45K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
108+ 1.42% |
$33.1K - $39.2K
|
7.71K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
106+ 1.11% |
$32.5K - $38.4K
|
9.62K
$3.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
106+ 0.48% |
$32.5K - $38.4K
|
22.2K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
106+ 1.08% |
$32.5K - $38.4K
|
9.89K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
105+ 15.56% |
$32.2K - $38.1K
|
780
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
105+ 0.3% |
$32.2K - $38.1K
|
35.4K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
104+ 7.68% |
$31.9K - $37.7K
|
1.46K
$510K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
104+ 4.5% |
$31.9K - $37.7K
|
2.41K
$844K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
104+ 7.55% |
$31.9K - $37.7K
|
1.48K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
103+ 3.47% |
$31.6K - $37.4K
|
3.07K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
103+ 12.29% |
$31.6K - $37.4K
|
941
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
103+ 10.57% |
$31.6K - $37.4K
|
1.08K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
103+ 2.36% |
$31.6K - $37.4K
|
4.47K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
102+ 6.95% |
$31.3K - $37K
|
1.57K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
101+ 15.05% |
$31K - $36.6K
|
772
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
101+ 1.13% |
$31K - $36.6K
|
9K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
101+ 0.51% |
$31K - $36.6K
|
19.8K
$6.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 9.35% |
$30.7K - $36.3K
|
1.17K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 1.15% |
$30.7K - $36.3K
|
8.81K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
100+ 2.63% |
$30.7K - $36.3K
|
3.9K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
100+ 15.04% |
$30.7K - $36.3K
|
765
$268K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
99+ 2.92% |
$30.4K - $35.9K
|
3.49K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
98+ 4.44% |
$30.1K - $35.5K
|
2.31K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
98+ 5.15% |
$30.1K - $35.5K
|
2K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
98+ 12.17% |
$30.1K - $35.5K
|
903
$316K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
97+ 3.27% |
$29.8K - $35.2K
|
3.06K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
97+ 1.57% |
$29.8K - $35.2K
|
6.29K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
96+ 2.14% |
$29.5K - $34.8K
|
4.59K
$1.6M
|