Purchases and Sales Made in Q2 2025 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.03KNew |
$319K - $386K
|
1.03K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.03K+ 0.51% |
$318K - $385K
|
202K
$67.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.03K+ 31.11% |
$316K - $383K
|
4.32K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.02KNew |
$316K - $382K
|
1.02K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.02KNew |
$313K - $379K
|
1.02K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 18.34% |
$313K - $379K
|
6.55K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.01K+ 34.35% |
$312K - $378K
|
3.96K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 4.48% |
$311K - $377K
|
23.5K
$7.93M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.01KNew |
$310K - $375K
|
1.01K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.01K+ 12.85% |
$310K - $375K
|
8.82K
$2.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
1KNew |
$309K - $374K
|
1K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1K+ 7.85% |
$309K - $374K
|
13.8K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1KNew |
$309K - $374K
|
1K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
1K+ 1.89% |
$308K - $373K
|
54K
$18.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
999+ 8.94% |
$308K - $373K
|
12.2K
$4.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
997New |
$307K - $372K
|
997
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
997+ 18.26% |
$307K - $372K
|
6.46K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
993+ 2.13% |
$306K - $371K
|
47.6K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
991+ 37.57% |
$305K - $370K
|
3.63K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
990+ 13.78% |
$305K - $370K
|
8.18K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
987+ 2.9% |
$304K - $368K
|
35K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
985+ 49250.0% |
$304K - $368K
|
987
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
983+ 0.27% |
$303K - $367K
|
363K
$122M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
982New |
$303K - $367K
|
982
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
978+ 1.96% |
$301K - $365K
|
50.9K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
961+ 117.91% |
$296K - $359K
|
1.78K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
957+ 3.44% |
$295K - $357K
|
28.7K
$9.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
954+ 8.49% |
$294K - $356K
|
12.2K
$4.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
952+ 114.7% |
$293K - $355K
|
1.78K
$600K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
945+ 2.12% |
$291K - $353K
|
45.4K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
944+ 17.61% |
$291K - $352K
|
6.31K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
933+ 6.8% |
$288K - $348K
|
14.6K
$4.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
927+ 4.43% |
$286K - $346K
|
21.8K
$7.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
915+ 15.73% |
$282K - $342K
|
6.73K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
915+ 0.26% |
$282K - $342K
|
356K
$120M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
913+ 0.26% |
$281K - $341K
|
350K
$118M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
902+ 5.9% |
$278K - $337K
|
16.2K
$5.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
901+ 24.05% |
$278K - $336K
|
4.65K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
901+ 0.36% |
$278K - $336K
|
251K
$84.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
900+ 9.98% |
$277K - $336K
|
9.92K
$3.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
900+ 3.69% |
$277K - $336K
|
25.3K
$8.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
899+ 24.34% |
$277K - $336K
|
4.59K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
893+ 3.03% |
$275K - $333K
|
30.4K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
889+ 10.0% |
$274K - $332K
|
9.78K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
888+ 3.63% |
$274K - $331K
|
25.3K
$8.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
888New |
$274K - $331K
|
888
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
885+ 8.64% |
$273K - $330K
|
11.1K
$3.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
863+ 5.1% |
$266K - $322K
|
17.8K
$5.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
860New |
$265K - $321K
|
860
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
854New |
$263K - $319K
|
854
$288K
|