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 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
96+ 1.51% |
$29.5K - $34.8K
|
6.45K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
95+ 7.67% |
$29.2K - $34.5K
|
1.33K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
95+ 2.39% |
$29.2K - $34.5K
|
4.07K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
95+ 3.16% |
$29.2K - $34.5K
|
3.11K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
95+ 0.22% |
$29.2K - $34.5K
|
44.1K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
94+ 14.05% |
$28.9K - $34.1K
|
763
$267K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
94+ 6.13% |
$28.9K - $34.1K
|
1.63K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 7.34% |
$28.9K - $34.1K
|
1.38K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 1.28% |
$28.5K - $33.7K
|
7.36K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
93+ 0.59% |
$28.5K - $33.7K
|
16K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
93+ 1.83% |
$28.5K - $33.7K
|
5.18K
$1.81M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.89% |
$28.2K - $33.4K
|
10.5K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
91+ 10.31% |
$27.9K - $33K
|
974
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
91+ 3.61% |
$27.9K - $33K
|
2.61K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
91+ 9.73% |
$27.9K - $33K
|
1.03K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91+ 15.96% |
$27.9K - $33K
|
661
$231K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
91+ 12.41% |
$27.9K - $33K
|
824
$288K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
91+ 1.78% |
$27.9K - $33K
|
5.21K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
90+ 10.0% |
$27.6K - $32.6K
|
990
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
90+ 6.81% |
$27.6K - $32.6K
|
1.41K
$494K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
88+ 12.14% |
$27K - $31.9K
|
813
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
88+ 5.61% |
$27K - $31.9K
|
1.66K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
88+ 2.22% |
$27K - $31.9K
|
4.05K
$1.42M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
86+ 1.66% |
$26.4K - $31.2K
|
5.27K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
86+ 5.39% |
$26.4K - $31.2K
|
1.68K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
86+ 0.46% |
$26.4K - $31.2K
|
18.7K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
86+ 0.82% |
$26.4K - $31.2K
|
10.5K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
86+ 4.37% |
$26.4K - $31.2K
|
2.05K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
84+ 3.69% |
$25.8K - $30.5K
|
2.36K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
84+ 1.77% |
$25.8K - $30.5K
|
4.82K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
83+ 7.01% |
$25.5K - $30.1K
|
1.27K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
83+ 0.97% |
$25.5K - $30.1K
|
8.62K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 0.65% |
$25.5K - $30.1K
|
12.9K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
82+ 0.59% |
$25.2K - $29.7K
|
14.1K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
81+ 5.68% |
$24.9K - $29.4K
|
1.51K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
81+ 11.89% |
$24.9K - $29.4K
|
762
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
81+ 4.75% |
$24.9K - $29.4K
|
1.79K
$624K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
80+ 0.71% |
$24.6K - $29K
|
11.4K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
80+ 8.74% |
$24.6K - $29K
|
995
$348K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
80+ 4.53% |
$24.6K - $29K
|
1.85K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
79New |
$24.2K - $28.7K
|
79
$27.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
78+ 4.62% |
$23.9K - $28.3K
|
1.77K
$618K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
78+ 0.57% |
$23.9K - $28.3K
|
13.8K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
78+ 0.73% |
$23.9K - $28.3K
|
10.8K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
78+ 5.82% |
$23.9K - $28.3K
|
1.42K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 0.76% |
$23.9K - $28.3K
|
10.3K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
78+ 6.54% |
$23.9K - $28.3K
|
1.27K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
78+ 5.22% |
$23.9K - $28.3K
|
1.57K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
78+ 2.16% |
$23.9K - $28.3K
|
3.68K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
77+ 0.55% |
$23.6K - $27.9K
|
14.2K
$4.97M
|