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 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
125+ 1.21% |
$38.5K - $46.7K
|
10.5K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
124+ 1.22% |
$38.2K - $46.3K
|
10.3K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
124+ 1.23% |
$38.2K - $46.3K
|
10.2K
$3.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
123+ 4.33% |
$37.9K - $45.9K
|
2.96K
$997K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
123+ 1.19% |
$37.9K - $45.9K
|
10.4K
$3.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
122+ 3.62% |
$37.6K - $45.5K
|
3.49K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
122+ 6.32% |
$37.6K - $45.5K
|
2.05K
$691K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
121+ 8.66% |
$37.3K - $45.2K
|
1.52K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
121+ 8.15% |
$37.3K - $45.2K
|
1.61K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
121+ 7.88% |
$37.3K - $45.2K
|
1.66K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
121+ 7.0% |
$37.3K - $45.2K
|
1.85K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
120+ 7.86% |
$37K - $44.8K
|
1.65K
$554K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
120+ 12.53% |
$37K - $44.8K
|
1.08K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
120+ 6.79% |
$37K - $44.8K
|
1.89K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
120+ 1.99% |
$37K - $44.8K
|
6.15K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
120+ 0.85% |
$37K - $44.8K
|
14.3K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
119+ 0.68% |
$36.7K - $44.4K
|
17.5K
$5.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
118+ 15.03% |
$36.4K - $44.1K
|
903
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
118+ 3.23% |
$36.4K - $44.1K
|
3.77K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
117+ 14.5% |
$36.1K - $43.7K
|
924
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
117+ 7.76% |
$36.1K - $43.7K
|
1.62K
$547K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
116+ 17.39% |
$35.8K - $43.3K
|
783
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
116+ 1.62% |
$35.8K - $43.3K
|
7.27K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 16.38% |
$35.8K - $43.3K
|
824
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
115+ 40.07% |
$35.5K - $42.9K
|
402
$135K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
115New |
$35.5K - $42.9K
|
115
$38.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
115+ 14.88% |
$35.5K - $42.9K
|
888
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
114+ 7.83% |
$35.1K - $42.6K
|
1.57K
$529K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
114New |
$35.1K - $42.6K
|
114
$38.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
113+ 3.1% |
$34.8K - $42.2K
|
3.76K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
113+ 1.41% |
$34.8K - $42.2K
|
8.12K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
113+ 5.68% |
$34.8K - $42.2K
|
2.1K
$708K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 39.86% |
$34.5K - $41.8K
|
393
$132K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
112+ 0.53% |
$34.5K - $41.8K
|
21.3K
$7.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
112+ 0.54% |
$34.5K - $41.8K
|
21K
$7.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
111+ 7.52% |
$34.2K - $41.4K
|
1.59K
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
111+ 16.2% |
$34.2K - $41.4K
|
796
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
110+ 0.81% |
$33.9K - $41.1K
|
13.7K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
110+ 0.14% |
$33.9K - $41.1K
|
81.5K
$27.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 44.63% |
$33.3K - $40.3K
|
350
$118K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
108+ 2.43% |
$33.3K - $40.3K
|
4.55K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
108+ 8.5% |
$33.3K - $40.3K
|
1.38K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
107+ 7.04% |
$33K - $39.9K
|
1.63K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
107+ 2.64% |
$33K - $39.9K
|
4.16K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
107+ 1.13% |
$33K - $39.9K
|
9.59K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
106+ 15.96% |
$32.7K - $39.6K
|
770
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
105+ 1.43% |
$32.4K - $39.2K
|
7.45K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
104+ 6.7% |
$32.1K - $38.8K
|
1.66K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
103+ 0.15% |
$31.8K - $38.5K
|
67.8K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
103+ 0.61% |
$31.8K - $38.5K
|
17.1K
$5.77M
|