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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
726+ 36.26% |
$224K - $271K
|
2.73K
$919K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
722+ 7.33% |
$223K - $270K
|
10.6K
$3.56M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
720New |
$222K - $269K
|
720
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
720+ 6.32% |
$222K - $269K
|
12.1K
$4.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
712+ 2.61% |
$219K - $266K
|
27.9K
$9.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
709+ 2.04% |
$219K - $265K
|
35.4K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
709+ 20.63% |
$219K - $265K
|
4.15K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
708+ 8.62% |
$218K - $264K
|
8.92K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
706+ 4.93% |
$218K - $264K
|
15K
$5.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
706New |
$218K - $264K
|
706
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
704+ 6.31% |
$217K - $263K
|
11.9K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
703+ 30.35% |
$217K - $262K
|
3.02K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
700+ 0.23% |
$216K - $261K
|
302K
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
700+ 32.71% |
$216K - $261K
|
2.84K
$956K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
699+ 18.61% |
$215K - $261K
|
4.46K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
698+ 3.43% |
$215K - $261K
|
21.1K
$7.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
687+ 10.17% |
$212K - $256K
|
7.44K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
678+ 18.35% |
$209K - $253K
|
4.37K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
675New |
$208K - $252K
|
675
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
672+ 3.44% |
$207K - $251K
|
20.2K
$6.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
672+ 36.88% |
$207K - $251K
|
2.49K
$840K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
672+ 2.24% |
$207K - $251K
|
30.7K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
672+ 2.05% |
$207K - $251K
|
33.4K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
671+ 21.15% |
$207K - $250K
|
3.84K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
671+ 101.21% |
$207K - $250K
|
1.33K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
668New |
$206K - $249K
|
668
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
668+ 8.41% |
$206K - $249K
|
8.61K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
666+ 8.18% |
$205K - $249K
|
8.81K
$2.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
666New |
$205K - $249K
|
666
$224K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
665+ 9.35% |
$205K - $248K
|
7.77K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
663New |
$204K - $248K
|
663
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
662+ 19.81% |
$204K - $247K
|
4K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
658+ 35.59% |
$203K - $246K
|
2.51K
$844K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
657New |
$203K - $245K
|
657
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
656New |
$202K - $245K
|
656
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
655+ 46.39% |
$202K - $245K
|
2.07K
$696K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
655New |
$202K - $245K
|
655
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
655+ 46.03% |
$202K - $245K
|
2.08K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
650+ 4.03% |
$200K - $243K
|
16.8K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
647+ 1.23% |
$199K - $242K
|
53.4K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
647+ 74.71% |
$199K - $242K
|
1.51K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
644+ 3.34% |
$199K - $240K
|
19.9K
$6.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
640+ 0.82% |
$197K - $239K
|
79.1K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
639+ 11.18% |
$197K - $239K
|
6.35K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
638+ 0.8% |
$197K - $238K
|
80K
$26.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
638+ 25.24% |
$197K - $238K
|
3.17K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
635+ 2.53% |
$196K - $237K
|
25.7K
$8.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
634+ 0.83% |
$195K - $237K
|
77K
$25.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
634+ 30.2% |
$195K - $237K
|
2.73K
$920K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
631+ 0.88% |
$195K - $236K
|
72.1K
$24.3M
|