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 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
54+ 7.27% |
$16.6K - $20.2K
|
797
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.2% |
$16.6K - $20.2K
|
27.4K
$9.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
53+ 0.48% |
$16.3K - $19.8K
|
11.1K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 8.32% |
$16.3K - $19.8K
|
690
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
53+ 2.65% |
$16.3K - $19.8K
|
2.05K
$692K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
53+ 8.13% |
$16.3K - $19.8K
|
705
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
53+ 1.29% |
$16.3K - $19.8K
|
4.17K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
52+ 1.79% |
$16K - $19.4K
|
2.96K
$998K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
52+ 37.96% |
$16K - $19.4K
|
189
$63.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
52+ 3.44% |
$16K - $19.4K
|
1.56K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
51+ 6.39% |
$15.7K - $19K
|
849
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
51+ 4.89% |
$15.7K - $19K
|
1.09K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
51+ 1.06% |
$15.7K - $19K
|
4.86K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
51+ 1.79% |
$15.7K - $19K
|
2.9K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
51+ 1.43% |
$15.7K - $19K
|
3.61K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
50+ 2.37% |
$15.4K - $18.7K
|
2.16K
$728K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
50+ 5.26% |
$15.4K - $18.7K
|
1K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
50+ 1.6% |
$15.4K - $18.7K
|
3.17K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
50+ 0.83% |
$15.4K - $18.7K
|
6.06K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
50+ 1.52% |
$15.4K - $18.7K
|
3.35K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
49+ 83.05% |
$15.1K - $18.3K
|
108
$36.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49+ 1.04% |
$15.1K - $18.3K
|
4.77K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
49+ 2.14% |
$15.1K - $18.3K
|
2.34K
$788K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
49+ 1.41% |
$15.1K - $18.3K
|
3.53K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
48+ 3.19% |
$14.8K - $17.9K
|
1.55K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
48+ 2.27% |
$14.8K - $17.9K
|
2.16K
$727K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
48+ 0.57% |
$14.8K - $17.9K
|
8.4K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
48+ 0.66% |
$14.8K - $17.9K
|
7.29K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 1.03% |
$14.5K - $17.5K
|
4.59K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
47+ 3.99% |
$14.5K - $17.5K
|
1.22K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
47+ 1.01% |
$14.5K - $17.5K
|
4.69K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
47+ 3.96% |
$14.5K - $17.5K
|
1.23K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
47+ 3.74% |
$14.5K - $17.5K
|
1.3K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46+ 1.26% |
$14.2K - $17.2K
|
3.71K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.89% |
$14.2K - $17.2K
|
5.23K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.46% |
$14.2K - $17.2K
|
3.2K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
46+ 1.67% |
$14.2K - $17.2K
|
2.81K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
46+ 1.3% |
$14.2K - $17.2K
|
3.58K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
46+ 3.55% |
$14.2K - $17.2K
|
1.34K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
46+ 2.84% |
$14.2K - $17.2K
|
1.66K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
46+ 0.63% |
$14.2K - $17.2K
|
7.3K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
46+ 0.73% |
$14.2K - $17.2K
|
6.34K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
45+ 5.45% |
$13.9K - $16.8K
|
870
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.73% |
$13.9K - $16.8K
|
6.21K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
45+ 0.46% |
$13.9K - $16.8K
|
9.84K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
45+ 5.77% |
$13.9K - $16.8K
|
825
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
44+ 0.71% |
$13.6K - $16.4K
|
6.29K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
44+ 3.61% |
$13.6K - $16.4K
|
1.26K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
44+ 2.46% |
$13.6K - $16.4K
|
1.83K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
44+ 4.96% |
$13.6K - $16.4K
|
931
$314K
|