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 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
53+ 6.21% |
$16.3K - $19.2K
|
907
$317K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
53+ 0.49% |
$16.3K - $19.2K
|
10.8K
$3.79M
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
52+ 1.6% |
$16K - $18.9K
|
3.29K
$1.15M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
52+ 4.68% |
$16K - $18.9K
|
1.16K
$407K
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
52+ 7.5% |
$16K - $18.9K
|
745
$261K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
52+ 0.42% |
$16K - $18.9K
|
12.3K
$4.31M
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
52+ 2.15% |
$16K - $18.9K
|
2.48K
$866K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51+ 6.07% |
$15.7K - $18.5K
|
891
$312K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
51+ 0.27% |
$15.7K - $18.5K
|
19.3K
$6.75M
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
51+ 1.38% |
$15.7K - $18.5K
|
3.74K
$1.31M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
50+ 0.29% |
$15.3K - $18.1K
|
17K
$5.95M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
50+ 1.11% |
$15.3K - $18.1K
|
4.55K
$1.59M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
50New |
$15.3K - $18.1K
|
50
$17.5K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
50+ 1.03% |
$15.3K - $18.1K
|
4.91K
$1.72M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
50+ 5.88% |
$15.3K - $18.1K
|
900
$315K
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
50+ 0.33% |
$15.3K - $18.1K
|
15.1K
$5.29M
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.5% |
$15.3K - $18.1K
|
10.1K
$3.52M
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50+ 200.0% |
$15.3K - $18.1K
|
75
$26.2K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 2.54% |
$15K - $17.8K
|
1.98K
$693K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 5.66% |
$15K - $17.8K
|
914
$320K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
49New |
$15K - $17.8K
|
49
$17.1K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
49+ 0.66% |
$15K - $17.8K
|
7.45K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
49+ 1.77% |
$15K - $17.8K
|
2.82K
$988K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
48+ 2.96% |
$14.7K - $17.4K
|
1.67K
$585K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
48+ 17.27% |
$14.7K - $17.4K
|
326
$114K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
48+ 9.86% |
$14.7K - $17.4K
|
535
$187K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
48+ 4800.0% |
$14.7K - $17.4K
|
49
$17.1K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.59% |
$14.4K - $17K
|
8.06K
$2.82M
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
47+ 2.88% |
$14.4K - $17K
|
1.68K
$588K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
47+ 1.47% |
$14.4K - $17K
|
3.24K
$1.13M
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
46+ 1.88% |
$14.1K - $16.7K
|
2.5K
$874K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
46+ 6.08% |
$14.1K - $16.7K
|
802
$281K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
46+ 0.29% |
$14.1K - $16.7K
|
15.9K
$5.57M
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
45+ 0.76% |
$13.8K - $16.3K
|
5.99K
$2.09M
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 3.05% |
$13.8K - $16.3K
|
1.52K
$531K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
45+ 2.11% |
$13.8K - $16.3K
|
2.18K
$763K
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
45+ 2.27% |
$13.8K - $16.3K
|
2.03K
$708K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
44+ 1.24% |
$13.5K - $16K
|
3.6K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
44+ 5.91% |
$13.5K - $16K
|
789
$276K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
43+ 2.34% |
$13.2K - $15.6K
|
1.88K
$657K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
43New |
$13.2K - $15.6K
|
43
$15K
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
43+ 5.91% |
$13.2K - $15.6K
|
770
$269K
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
43+ 3.12% |
$13.2K - $15.6K
|
1.42K
$497K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
43+ 0.31% |
$13.2K - $15.6K
|
14K
$4.89M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
43+ 3.58% |
$13.2K - $15.6K
|
1.24K
$435K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
42+ 0.24% |
$12.9K - $15.2K
|
17.8K
$6.21M
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.52% |
$12.9K - $15.2K
|
8.1K
$2.83M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
42+ 3.03% |
$12.9K - $15.2K
|
1.43K
$499K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
42+ 1.14% |
$12.9K - $15.2K
|
3.74K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
42+ 3.36% |
$12.9K - $15.2K
|
1.29K
$452K
|