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 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
631New |
$195K - $236K
|
631
$212K
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
631+ 41.43% |
$195K - $236K
|
2.15K
$725K
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
629New |
$194K - $235K
|
629
$212K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
629+ 1.02% |
$194K - $235K
|
62.6K
$21.1M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
628New |
$194K - $234K
|
628
$211K
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
628New |
$194K - $234K
|
628
$211K
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
625+ 0.97% |
$193K - $233K
|
64.9K
$21.9M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
624+ 0.96% |
$192K - $233K
|
65.7K
$22.1M
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
623New |
$192K - $233K
|
623
$210K
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
621+ 2.88% |
$191K - $232K
|
22.2K
$7.46M
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
620New |
$191K - $231K
|
620
$209K
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
620New |
$191K - $231K
|
620
$209K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
619+ 16.38% |
$191K - $231K
|
4.4K
$1.48M
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
617+ 8.93% |
$190K - $230K
|
7.52K
$2.53M
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
616+ 26.7% |
$190K - $230K
|
2.92K
$984K
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
616+ 6.43% |
$190K - $230K
|
10.2K
$3.43M
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
616New |
$190K - $230K
|
616
$207K
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
613New |
$189K - $229K
|
613
$206K
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
611+ 62.54% |
$188K - $228K
|
1.59K
$535K
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
611New |
$188K - $228K
|
611
$206K
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
611New |
$188K - $228K
|
611
$206K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
611+ 8.73% |
$188K - $228K
|
7.61K
$2.56M
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
608+ 5.43% |
$187K - $227K
|
11.8K
$3.97M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
607+ 8.6% |
$187K - $227K
|
7.66K
$2.58M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
606+ 1.27% |
$187K - $226K
|
48.5K
$16.3M
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
604New |
$186K - $225K
|
604
$203K
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
604New |
$186K - $225K
|
604
$203K
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
603New |
$186K - $225K
|
603
$203K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
600+ 612.24% |
$185K - $224K
|
698
$235K
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
600+ 33.33% |
$185K - $224K
|
2.4K
$808K
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
600New |
$185K - $224K
|
600
$202K
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
600+ 7.13% |
$185K - $224K
|
9.01K
$3.04M
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
600+ 59.35% |
$185K - $224K
|
1.61K
$542K
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
598New |
$184K - $223K
|
598
$201K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
597+ 15.64% |
$184K - $223K
|
4.41K
$1.49M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
597+ 8.8% |
$184K - $223K
|
7.38K
$2.48M
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
597New |
$184K - $223K
|
597
$201K
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
596+ 2.97% |
$184K - $222K
|
20.7K
$6.97M
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
595+ 5.63% |
$183K - $222K
|
11.2K
$3.76M
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
594+ 9.89% |
$183K - $222K
|
6.6K
$2.22M
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
590New |
$182K - $220K
|
590
$199K
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
590+ 2.3% |
$182K - $220K
|
26.2K
$8.83M
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
589+ 41.6% |
$182K - $220K
|
2.01K
$675K
|
|
Aug 14, 2025
Q2 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
589+ 4.37% |
$182K - $220K
|
14.1K
$4.73M
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
584+ 2.56% |
$180K - $218K
|
23.4K
$7.88M
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
582+ 9.51% |
$179K - $217K
|
6.7K
$2.26M
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
581New |
$179K - $217K
|
581
$196K
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
580+ 0.17% |
$179K - $217K
|
335K
$113M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
578+ 1.77% |
$178K - $216K
|
33.3K
$11.2M
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
576New |
$178K - $215K
|
576
$194K
|