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 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-71- 3.96% |
$21.8K - $25.8K
|
1.72K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-72- 3.39% |
$22.1K - $26.1K
|
2.05K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-72- 86.75% |
$22.1K - $26.1K
|
11
$3.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-74- 9.54% |
$22.7K - $26.8K
|
702
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-74- 4.75% |
$22.7K - $26.8K
|
1.48K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-74- 4.5% |
$22.7K - $26.8K
|
1.57K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-75- 0.78% |
$23K - $27.2K
|
9.55K
$3.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 1.99% |
$23K - $27.2K
|
3.69K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-75- 3.25% |
$23K - $27.2K
|
2.24K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-75- 1.76% |
$23K - $27.2K
|
4.18K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-75- 11.45% |
$23K - $27.2K
|
580
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-75- 4.13% |
$23K - $27.2K
|
1.74K
$609K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-75- 0.8% |
$23K - $27.2K
|
9.35K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.16% |
$23K - $27.2K
|
47.7K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-75- 1.14% |
$23K - $27.2K
|
6.53K
$2.28M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-75- 8.97% |
$23K - $27.2K
|
761
$266K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-76- 0.12% |
$23.3K - $27.6K
|
63.2K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-77- 1.27% |
$23.6K - $27.9K
|
5.96K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-77- 0.5% |
$23.6K - $27.9K
|
15.2K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-77- 2.08% |
$23.6K - $27.9K
|
3.62K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-77- 9.86% |
$23.6K - $27.9K
|
704
$246K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-77- 1.71% |
$23.6K - $27.9K
|
4.43K
$1.55M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-77- 3.17% |
$23.6K - $27.9K
|
2.35K
$822K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.6% |
$23.9K - $28.3K
|
13K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-78- 3.48% |
$23.9K - $28.3K
|
2.16K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-78- 0.66% |
$23.9K - $28.3K
|
11.8K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-78- 0.36% |
$23.9K - $28.3K
|
21.4K
$7.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-79- 8.35% |
$24.2K - $28.7K
|
867
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-79- 3.8% |
$24.2K - $28.7K
|
2K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-79- 1.08% |
$24.2K - $28.7K
|
7.24K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-79- 0.54% |
$24.2K - $28.7K
|
14.5K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-79- 4.85% |
$24.2K - $28.7K
|
1.55K
$542K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-79- 1.75% |
$24.2K - $28.7K
|
4.44K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.38% |
$24.6K - $29K
|
21.2K
$7.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-80- 6.17% |
$24.6K - $29K
|
1.22K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-80- 2.47% |
$24.6K - $29K
|
3.16K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-80- 24.24% |
$24.6K - $29K
|
250
$87.5K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-80- 1.64% |
$24.6K - $29K
|
4.81K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.09% |
$24.6K - $29K
|
7.29K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-81- 2.22% |
$24.9K - $29.4K
|
3.57K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-82- 1.33% |
$25.2K - $29.7K
|
6.1K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-82- 1.03% |
$25.2K - $29.7K
|
7.87K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-82- 1.42% |
$25.2K - $29.7K
|
5.69K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-82- 7.2% |
$25.2K - $29.7K
|
1.06K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-83- 0.76% |
$25.5K - $30.1K
|
10.8K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-83- 7.97% |
$25.5K - $30.1K
|
958
$335K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-83- 3.26% |
$25.5K - $30.1K
|
2.47K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-83- 0.59% |
$25.5K - $30.1K
|
14K
$4.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-85- 2.49% |
$26.1K - $30.8K
|
3.33K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-85- 3.18% |
$26.1K - $30.8K
|
2.58K
$904K
|