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 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
83+ 0.39% |
$25.6K - $31K
|
21.4K
$7.2M
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
83+ 0.44% |
$25.6K - $31K
|
18.7K
$6.31M
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
83+ 7.5% |
$25.6K - $31K
|
1.19K
$401K
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 11.16% |
$25.3K - $30.6K
|
817
$275K
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
BUY
|
- |
81+ 0.51% |
$25K - $30.2K
|
16.1K
$5.41M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
81+ 0.22% |
$25K - $30.2K
|
36.6K
$12.3M
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
81+ 5.86% |
$25K - $30.2K
|
1.46K
$493K
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
81+ 1.6% |
$25K - $30.2K
|
5.14K
$1.73M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
81New |
$25K - $30.2K
|
81
$27.3K
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
81+ 0.96% |
$25K - $30.2K
|
8.56K
$2.88M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
81+ 4.11% |
$25K - $30.2K
|
2.05K
$690K
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
81+ 1.79% |
$25K - $30.2K
|
4.61K
$1.55M
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
80+ 2.86% |
$24.7K - $29.9K
|
2.87K
$968K
|
|
Jul 30, 2025
Q2 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
80+ 0.79% |
$24.7K - $29.9K
|
10.2K
$3.43M
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
80+ 5.28% |
$24.7K - $29.9K
|
1.6K
$537K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
79+ 15.34% |
$24.4K - $29.5K
|
594
$200K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
78New |
$24K - $29.1K
|
78
$26.3K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
78+ 6.6% |
$24K - $29.1K
|
1.26K
$424K
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
77+ 4.42% |
$23.7K - $28.7K
|
1.82K
$612K
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
77+ 3.17% |
$23.7K - $28.7K
|
2.5K
$843K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
77+ 7.27% |
$23.7K - $28.7K
|
1.14K
$383K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
77+ 0.6% |
$23.7K - $28.7K
|
12.9K
$4.33M
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
76+ 2.47% |
$23.4K - $28.4K
|
3.15K
$1.06M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
76+ 1.69% |
$23.4K - $28.4K
|
4.57K
$1.54M
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
76+ 5.38% |
$23.4K - $28.4K
|
1.49K
$501K
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
76+ 1.92% |
$23.4K - $28.4K
|
4.04K
$1.36M
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
76+ 10.86% |
$23.4K - $28.4K
|
776
$261K
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
75+ 0.24% |
$23.1K - $28K
|
31.5K
$10.6M
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 0.45% |
$23.1K - $28K
|
16.7K
$5.62M
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
74+ 1.89% |
$22.8K - $27.6K
|
3.99K
$1.34M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
74+ 8.31% |
$22.8K - $27.6K
|
964
$325K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
74+ 0.51% |
$22.8K - $27.6K
|
14.6K
$4.92M
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
74+ 5.93% |
$22.8K - $27.6K
|
1.32K
$445K
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
74+ 7.25% |
$22.8K - $27.6K
|
1.1K
$369K
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
74+ 1.19% |
$22.8K - $27.6K
|
6.28K
$2.12M
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
73+ 8.09% |
$22.5K - $27.3K
|
975
$328K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
72+ 6.35% |
$22.2K - $26.9K
|
1.21K
$406K
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
72+ 2.84% |
$22.2K - $26.9K
|
2.6K
$877K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
72+ 2.98% |
$22.2K - $26.9K
|
2.49K
$839K
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
72+ 4.74% |
$22.2K - $26.9K
|
1.59K
$536K
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
72+ 6.1% |
$22.2K - $26.9K
|
1.25K
$422K
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
71+ 11.56% |
$21.9K - $26.5K
|
685
$231K
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
71+ 1.1% |
$21.9K - $26.5K
|
6.55K
$2.21M
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
71+ 30.21% |
$21.9K - $26.5K
|
306
$103K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
70+ 6.13% |
$21.6K - $26.1K
|
1.21K
$408K
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
70+ 6.32% |
$21.6K - $26.1K
|
1.18K
$397K
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
70+ 1.93% |
$21.6K - $26.1K
|
3.69K
$1.24M
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
70+ 0.06% |
$21.6K - $26.1K
|
111K
$37.3M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
69+ 9.16% |
$21.3K - $25.8K
|
822
$277K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
69+ 4.43% |
$21.3K - $25.8K
|
1.63K
$547K
|