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
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.17% |
$307 - $363
|
588
$206K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.02% |
$307 - $363
|
6.56K
$2.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$307 - $363
|
800
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$307 - $363
|
9.54K
$3.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$307 - $363
|
3.12K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.43% |
$307 - $363
|
236
$82.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$307 - $363
|
4.93K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.74% |
$307 - $363
|
136
$47.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1+ 0.13% |
$307 - $363
|
748
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1+ 0.14% |
$307 - $363
|
695
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$307 - $363
|
1.21K
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$307 - $363
|
10.1K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$307 - $363
|
736
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.78K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$307 - $363
|
659
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.02% |
$307 - $363
|
4.63K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.14% |
$307 - $363
|
713
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.11% |
$307 - $363
|
895
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.12% |
$307 - $363
|
866
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$307 - $363
|
578
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.05% |
$307 - $363
|
2.01K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.03% |
$307 - $363
|
3.4K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.07% |
$307 - $363
|
1.53K
$534K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$307 - $363
|
4.67K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.13% |
$307 - $363
|
754
$264K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.08% |
$307 - $363
|
1.23K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.55K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.65K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.12% |
$307 - $363
|
863
$302K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$307 - $363
|
1.91K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1+ 0.09% |
$307 - $363
|
1.11K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$307 - $363
|
2.9K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.69K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.63K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.13% |
$307 - $363
|
782
$274K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.15% |
$307 - $363
|
679
$238K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.05% |
$307 - $363
|
1.9K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.03% |
$307 - $363
|
3.28K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1+ 0.08% |
$307 - $363
|
1.2K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.07% |
$307 - $363
|
1.39K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-1- 0.08% |
$307 - $363
|
1.18K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 0.02% |
$307 - $363
|
4.82K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1- 0.05% |
$307 - $363
|
1.91K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1- 0.05% |
$307 - $363
|
1.95K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$307 - $363
|
1.73K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$307 - $363
|
2.21K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1- 0.11% |
$307 - $363
|
939
$328K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1- 0.15% |
$307 - $363
|
661
$231K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1- 0.02% |
$307 - $363
|
4.01K
$1.4M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.11% |
$307 - $363
|
888
$311K
|