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 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
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
105+ 5.43% |
$32.4K - $39.2K
|
2.04K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
104+ 6.7% |
$32.1K - $38.8K
|
1.66K
$558K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
104+ 5.39% |
$32.1K - $38.8K
|
2.03K
$685K
|
|
|
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
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
103+ 6.3% |
$31.8K - $38.5K
|
1.74K
$586K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
103+ 0.69% |
$31.8K - $38.5K
|
15.1K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
103+ 6.22% |
$31.8K - $38.5K
|
1.76K
$593K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
101+ 10.2% |
$31.1K - $37.7K
|
1.09K
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
100+ 8.03% |
$30.8K - $37.3K
|
1.35K
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
100+ 4.32% |
$30.8K - $37.3K
|
2.42K
$813K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$30.8K - $37.3K
|
100
$33.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
100+ 0.45% |
$30.8K - $37.3K
|
22.2K
$7.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 2.69% |
$30.8K - $37.3K
|
3.82K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 0.99% |
$30.8K - $37.3K
|
10.2K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
99+ 1.73% |
$30.5K - $37K
|
5.81K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
99+ 0.81% |
$30.5K - $37K
|
12.3K
$4.16M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
97+ 3.81% |
$29.9K - $36.2K
|
2.64K
$889K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
97+ 11.93% |
$29.9K - $36.2K
|
910
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
97+ 4.95% |
$29.9K - $36.2K
|
2.06K
$693K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97+ 34.28% |
$29.9K - $36.2K
|
380
$128K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
97+ 1.56% |
$29.9K - $36.2K
|
6.33K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
95+ 3.71% |
$29.3K - $35.5K
|
2.66K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 2.28% |
$29.3K - $35.5K
|
4.26K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
95+ 2.72% |
$29.3K - $35.5K
|
3.59K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
95+ 5.92% |
$29.3K - $35.5K
|
1.7K
$572K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
94+ 0.58% |
$29K - $35.1K
|
16.4K
$5.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
94+ 12.18% |
$29K - $35.1K
|
866
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
94+ 0.34% |
$29K - $35.1K
|
28.1K
$9.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
94+ 7.42% |
$29K - $35.1K
|
1.36K
$458K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
93+ 1.01% |
$28.7K - $34.7K
|
9.26K
$3.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
93+ 2.99% |
$28.7K - $34.7K
|
3.2K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
92+ 10.19% |
$28.4K - $34.3K
|
995
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
92+ 4.78% |
$28.4K - $34.3K
|
2.02K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
92+ 0.09% |
$28.4K - $34.3K
|
102K
$34.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
91+ 2.79% |
$28.1K - $34K
|
3.35K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
91+ 1.56% |
$28.1K - $34K
|
5.94K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
90+ 0.98% |
$27.7K - $33.6K
|
9.3K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
90+ 2.67% |
$27.7K - $33.6K
|
3.46K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
90+ 4.78% |
$27.7K - $33.6K
|
1.97K
$665K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90+ 27.61% |
$27.7K - $33.6K
|
416
$140K
|