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 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
353+ 1.47% |
$109K - $132K
|
24.4K
$8.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
352+ 5.03% |
$109K - $131K
|
7.34K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
350+ 4.13% |
$108K - $131K
|
8.82K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
350+ 28.9% |
$108K - $131K
|
1.56K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
350+ 7.37% |
$108K - $131K
|
5.1K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
347+ 21.39% |
$107K - $130K
|
1.97K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
347+ 6.56% |
$107K - $130K
|
5.64K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
346+ 50.14% |
$107K - $129K
|
1.04K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
345+ 12.67% |
$106K - $129K
|
3.07K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
345+ 2.74% |
$106K - $129K
|
12.9K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
341+ 2.79% |
$105K - $127K
|
12.6K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
341+ 1.9% |
$105K - $127K
|
18.2K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
340New |
$105K - $127K
|
340
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
333+ 1.78% |
$103K - $124K
|
19K
$6.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
332+ 28.87% |
$102K - $124K
|
1.48K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
331+ 1.51% |
$102K - $124K
|
22.2K
$7.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
330+ 5.45% |
$102K - $123K
|
6.38K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
329+ 50.31% |
$101K - $123K
|
983
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
329+ 1.09% |
$101K - $123K
|
30.5K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
326+ 3.22% |
$100K - $122K
|
10.5K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
326+ 6.37% |
$100K - $122K
|
5.45K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
324+ 1.2% |
$99.9K - $121K
|
27.4K
$9.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
322+ 1.98% |
$99.3K - $120K
|
16.6K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
320+ 2.88% |
$98.6K - $119K
|
11.4K
$3.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
320+ 1.3% |
$98.6K - $119K
|
25K
$8.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
319+ 5.08% |
$98.3K - $119K
|
6.6K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
317+ 27.54% |
$97.7K - $118K
|
1.47K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
317+ 9.91% |
$97.7K - $118K
|
3.52K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
316+ 1.23% |
$97.4K - $118K
|
25.9K
$8.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
315+ 9.48% |
$97.1K - $118K
|
3.64K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
314+ 72.18% |
$96.8K - $117K
|
749
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
314+ 8.99% |
$96.8K - $117K
|
3.81K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
309+ 26.96% |
$95.3K - $115K
|
1.46K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
308+ 1.39% |
$94.9K - $115K
|
22.5K
$7.58M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
308+ 47.46% |
$94.9K - $115K
|
957
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
307+ 13.45% |
$94.6K - $115K
|
2.59K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
305+ 37.52% |
$94K - $114K
|
1.12K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
301+ 4.02% |
$92.8K - $112K
|
7.79K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
300+ 1.11% |
$92.5K - $112K
|
27.3K
$9.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 7.68% |
$92.5K - $112K
|
4.2K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
300+ 4.55% |
$92.5K - $112K
|
6.9K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
300+ 4.9% |
$92.5K - $112K
|
6.43K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
299+ 10.24% |
$92.2K - $112K
|
3.22K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
298+ 1.0% |
$91.9K - $111K
|
30K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
298+ 2.37% |
$91.9K - $111K
|
12.9K
$4.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
297+ 0.53% |
$91.6K - $111K
|
56.1K
$18.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
294+ 2.58% |
$90.6K - $110K
|
11.7K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
293+ 38.3% |
$90.3K - $109K
|
1.06K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
293+ 6.77% |
$90.3K - $109K
|
4.62K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
292+ 2.29% |
$90K - $109K
|
13K
$4.39M
|