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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
63+ 2.77% |
$19.3K - $22.9K
|
2.34K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
63+ 0.4% |
$19.3K - $22.9K
|
15.8K
$5.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
62+ 3.53% |
$19K - $22.5K
|
1.82K
$636K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
62+ 2.0% |
$19K - $22.5K
|
3.17K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
62+ 0.56% |
$19K - $22.5K
|
11.1K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
62+ 0.83% |
$19K - $22.5K
|
7.49K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
61+ 3.02% |
$18.7K - $22.1K
|
2.08K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61+ 33.7% |
$18.7K - $22.1K
|
242
$84.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61+ 1.18% |
$18.7K - $22.1K
|
5.25K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
61+ 2.57% |
$18.7K - $22.1K
|
2.43K
$850K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
61+ 0.73% |
$18.7K - $22.1K
|
8.47K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
61+ 3.82% |
$18.7K - $22.1K
|
1.66K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 0.19% |
$18.7K - $22.1K
|
31.6K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
60+ 4.13% |
$18.4K - $21.8K
|
1.51K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
60+ 3.29% |
$18.4K - $21.8K
|
1.88K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 0.16% |
$18.4K - $21.8K
|
36.5K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
60+ 1.91% |
$18.4K - $21.8K
|
3.2K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
60+ 0.66% |
$18.4K - $21.8K
|
9.14K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
60+ 1.01% |
$18.4K - $21.8K
|
6.01K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
59+ 1.53% |
$18.1K - $21.4K
|
3.93K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
59+ 1.96% |
$18.1K - $21.4K
|
3.07K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
59+ 1.01% |
$18.1K - $21.4K
|
5.87K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
59+ 1.24% |
$18.1K - $21.4K
|
4.81K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
59+ 0.93% |
$18.1K - $21.4K
|
6.38K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
59+ 7.75% |
$18.1K - $21.4K
|
820
$287K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
59+ 6.0% |
$18.1K - $21.4K
|
1.04K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
59+ 6.56% |
$18.1K - $21.4K
|
959
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
58+ 1.9% |
$17.8K - $21K
|
3.12K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
58+ 3.89% |
$17.8K - $21K
|
1.55K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
58+ 5.51% |
$17.8K - $21K
|
1.11K
$388K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
58+ 2.19% |
$17.8K - $21K
|
2.71K
$947K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
57+ 1.24% |
$17.5K - $20.7K
|
4.64K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
57+ 1.14% |
$17.5K - $20.7K
|
5.05K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
56+ 4.44% |
$17.2K - $20.3K
|
1.32K
$461K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
55+ 5.88% |
$16.9K - $19.9K
|
990
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
55+ 1.43% |
$16.9K - $19.9K
|
3.91K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
55New |
$16.9K - $19.9K
|
55
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
55+ 3.58% |
$16.9K - $19.9K
|
1.59K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
55+ 1.33% |
$16.9K - $19.9K
|
4.2K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
55+ 7.36% |
$16.9K - $19.9K
|
802
$281K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
55+ 0.28% |
$16.9K - $19.9K
|
19.8K
$6.93M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
55+ 1.79% |
$16.9K - $19.9K
|
3.13K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
55+ 1.31% |
$16.9K - $19.9K
|
4.26K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
54+ 4.52% |
$16.6K - $19.6K
|
1.25K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$16.6K - $19.6K
|
2.48K
$867K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 1.54% |
$16.6K - $19.6K
|
3.55K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
54+ 5.97% |
$16.6K - $19.6K
|
959
$335K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
54+ 0.7% |
$16.6K - $19.6K
|
7.8K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
53+ 4.46% |
$16.3K - $19.2K
|
1.24K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
53+ 6.48% |
$16.3K - $19.2K
|
871
$305K
|