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
|
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
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
69+ 16.43% |
$21.3K - $25.8K
|
489
$165K
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
69+ 1.19% |
$21.3K - $25.8K
|
5.86K
$1.97M
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
69+ 0.66% |
$21.3K - $25.8K
|
10.5K
$3.52M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
67+ 2.07% |
$20.7K - $25K
|
3.3K
$1.11M
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
67+ 8.17% |
$20.7K - $25K
|
887
$299K
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
67+ 7.9% |
$20.7K - $25K
|
915
$308K
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
67+ 1.28% |
$20.7K - $25K
|
5.31K
$1.79M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
67+ 2.62% |
$20.7K - $25K
|
2.62K
$883K
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
66+ 8.79% |
$20.3K - $24.6K
|
817
$275K
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
66+ 14.22% |
$20.3K - $24.6K
|
530
$178K
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
66+ 0.9% |
$20.3K - $24.6K
|
7.4K
$2.49M
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
66+ 286.96% |
$20.3K - $24.6K
|
89
$30K
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
65+ 4.08% |
$20K - $24.3K
|
1.66K
$558K
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
64+ 6.14% |
$19.7K - $23.9K
|
1.11K
$373K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
63+ 1.79% |
$19.4K - $23.5K
|
3.58K
$1.2M
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
63+ 6.14% |
$19.4K - $23.5K
|
1.09K
$367K
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
63+ 9.91% |
$19.4K - $23.5K
|
699
$235K
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
62+ 5.33% |
$19.1K - $23.1K
|
1.23K
$413K
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
61+ 3.7% |
$18.8K - $22.8K
|
1.71K
$576K
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.46% |
$18.8K - $22.8K
|
2.54K
$855K
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
61+ 1.78% |
$18.8K - $22.8K
|
3.49K
$1.18M
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
60+ 5.47% |
$18.5K - $22.4K
|
1.16K
$389K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
60+ 1.41% |
$18.5K - $22.4K
|
4.31K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
60+ 5.0% |
$18.5K - $22.4K
|
1.26K
$425K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
60+ 1.63% |
$18.5K - $22.4K
|
3.74K
$1.26M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59+ 5.87% |
$18.2K - $22K
|
1.06K
$358K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
59+ 4.59% |
$18.2K - $22K
|
1.35K
$453K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
59+ 1.12% |
$18.2K - $22K
|
5.31K
$1.79M
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
59+ 0.5% |
$18.2K - $22K
|
11.8K
$3.98M
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
59+ 3.78% |
$18.2K - $22K
|
1.62K
$546K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
58+ 6.73% |
$17.9K - $21.7K
|
920
$310K
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
58+ 2.86% |
$17.9K - $21.7K
|
2.08K
$701K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
58+ 0.28% |
$17.9K - $21.7K
|
20.8K
$7.01M
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
58+ 1.02% |
$17.9K - $21.7K
|
5.75K
$1.94M
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
57+ 8.31% |
$17.6K - $21.3K
|
743
$250K
|