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 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-207- 7.54% |
$63.5K - $75.1K
|
2.54K
$887K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-208- 24.59% |
$63.8K - $75.4K
|
638
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-210- 16.18% |
$64.5K - $76.2K
|
1.09K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-210- 3.07% |
$64.5K - $76.2K
|
6.64K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-210- 1.14% |
$64.5K - $76.2K
|
18.3K
$6.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-211- 3.13% |
$64.8K - $76.5K
|
6.53K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-211- 5.52% |
$64.8K - $76.5K
|
3.61K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-211- 1.09% |
$64.8K - $76.5K
|
19.2K
$6.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-213- 0.75% |
$65.4K - $77.3K
|
28.3K
$9.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-214- 4.16% |
$65.7K - $77.6K
|
4.93K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-216- 5.53% |
$66.3K - $78.3K
|
3.69K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-216- 8.55% |
$66.3K - $78.3K
|
2.31K
$808K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-217- 0.67% |
$66.6K - $78.7K
|
32.3K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-217- 55.36% |
$66.6K - $78.7K
|
175
$61.2K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-217- 47.9% |
$66.6K - $78.7K
|
236
$82.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-218- 1.39% |
$66.9K - $79.1K
|
15.5K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-218- 1.02% |
$66.9K - $79.1K
|
21.2K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-218- 25.0% |
$66.9K - $79.1K
|
654
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-219- 1.21% |
$67.2K - $79.4K
|
17.9K
$6.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-219- 11.18% |
$67.2K - $79.4K
|
1.74K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-220- 39.29% |
$67.5K - $79.8K
|
340
$119K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-220- 15.34% |
$67.5K - $79.8K
|
1.21K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-220- 5.09% |
$67.5K - $79.8K
|
4.11K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-220- 25.4% |
$67.5K - $79.8K
|
646
$226K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-221- 24.07% |
$67.8K - $80.2K
|
697
$244K
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-222- 52.61% |
$68.1K - $80.5K
|
200
$70K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-222- 5.37% |
$68.1K - $80.5K
|
3.92K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-223- 18.19% |
$68.4K - $80.9K
|
1K
$351K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-223- 7.49% |
$68.4K - $80.9K
|
2.75K
$963K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-224- 11.98% |
$68.8K - $81.2K
|
1.65K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-225- 1.27% |
$69.1K - $81.6K
|
17.6K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-227- 1.47% |
$69.7K - $82.3K
|
15.3K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-227- 2.3% |
$69.7K - $82.3K
|
9.64K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-229- 1.46% |
$70.3K - $83.1K
|
15.5K
$5.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-229- 43.87% |
$70.3K - $83.1K
|
293
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-229- 0.51% |
$70.3K - $83.1K
|
45.1K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-229- 5.36% |
$70.3K - $83.1K
|
4.04K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-231- 0.94% |
$70.9K - $83.8K
|
24.3K
$8.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-231- 3.6% |
$70.9K - $83.8K
|
6.18K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-231- 4.28% |
$70.9K - $83.8K
|
5.17K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-231- 3.05% |
$70.9K - $83.8K
|
7.35K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-233- 7.73% |
$71.5K - $84.5K
|
2.78K
$972K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-233- 1.02% |
$71.5K - $84.5K
|
22.5K
$7.88M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-234- 28.78% |
$71.8K - $84.9K
|
579
$203K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-235- 2.58% |
$72.1K - $85.2K
|
8.88K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-235- 2.55% |
$72.1K - $85.2K
|
8.97K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-237- 5.6% |
$72.7K - $86K
|
3.99K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-238- 1.37% |
$73K - $86.3K
|
17.1K
$5.99M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-240- 7.62% |
$73.7K - $87.1K
|
2.91K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-241- 2.02% |
$74K - $87.4K
|
11.7K
$4.09M
|