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 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
575+ 70.12% |
$177K - $215K
|
1.4K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
574New |
$177K - $214K
|
574
$193K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
573+ 4.74% |
$177K - $214K
|
12.7K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
573New |
$177K - $214K
|
573
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
572New |
$176K - $214K
|
572
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
572+ 0.41% |
$176K - $214K
|
142K
$47.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
569New |
$175K - $212K
|
569
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
567+ 2.68% |
$175K - $212K
|
21.7K
$7.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
565+ 44.88% |
$174K - $211K
|
1.82K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
565New |
$174K - $211K
|
565
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
565+ 15.45% |
$174K - $211K
|
4.22K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
563+ 8.95% |
$174K - $210K
|
6.85K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
561+ 16.27% |
$173K - $209K
|
4.01K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
560+ 2.33% |
$173K - $209K
|
24.6K
$8.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
560+ 10.75% |
$173K - $209K
|
5.77K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
560+ 12.24% |
$173K - $209K
|
5.14K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
557+ 4.28% |
$172K - $208K
|
13.6K
$4.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
557+ 0.83% |
$172K - $208K
|
67.9K
$22.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
555+ 2.19% |
$171K - $207K
|
25.9K
$8.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
555+ 11.14% |
$171K - $207K
|
5.54K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
551+ 21.1% |
$170K - $206K
|
3.16K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
551+ 12.01% |
$170K - $206K
|
5.14K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
548+ 10.24% |
$169K - $205K
|
5.9K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
547+ 12.2% |
$169K - $204K
|
5.03K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
544+ 1.8% |
$168K - $203K
|
30.8K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
543+ 8.78% |
$167K - $203K
|
6.73K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
541+ 67.46% |
$167K - $202K
|
1.34K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 24.06% |
$164K - $199K
|
2.74K
$924K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
531+ 3.99% |
$164K - $198K
|
13.8K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
531+ 8.75% |
$164K - $198K
|
6.6K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
529+ 0.42% |
$163K - $197K
|
126K
$42.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
528+ 5.51% |
$163K - $197K
|
10.1K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
527+ 1.98% |
$162K - $197K
|
27.1K
$9.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
526+ 0.33% |
$162K - $196K
|
161K
$54.3M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
525+ 10.19% |
$162K - $196K
|
5.68K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
524+ 3.85% |
$162K - $196K
|
14.1K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
523+ 25.55% |
$161K - $195K
|
2.57K
$865K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
520+ 31.82% |
$160K - $194K
|
2.15K
$725K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
520+ 4.75% |
$160K - $194K
|
11.5K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
520+ 3.72% |
$160K - $194K
|
14.5K
$4.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
519+ 2.06% |
$160K - $194K
|
25.7K
$8.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
514+ 36.04% |
$158K - $192K
|
1.94K
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
513+ 1.88% |
$158K - $192K
|
27.8K
$9.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
511+ 7.91% |
$158K - $191K
|
6.97K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
511+ 2.11% |
$158K - $191K
|
24.7K
$8.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
505+ 30.26% |
$156K - $189K
|
2.17K
$732K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
501+ 0.43% |
$154K - $187K
|
116K
$39.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
500+ 14.74% |
$154K - $187K
|
3.89K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
498+ 15.9% |
$154K - $186K
|
3.63K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
496+ 1.07% |
$153K - $185K
|
46.9K
$15.8M
|