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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
44+ 7.57% |
$13.6K - $16.4K
|
625
$210K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
43+ 1.41% |
$13.3K - $16.1K
|
3.08K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
43New |
$13.3K - $16.1K
|
43
$14.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.48% |
$13.3K - $16.1K
|
9.01K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
43+ 7.29% |
$13.3K - $16.1K
|
633
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.41% |
$12.9K - $15.7K
|
995
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
42+ 4.63% |
$12.9K - $15.7K
|
950
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.3% |
$12.9K - $15.7K
|
13.8K
$4.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
42+ 0.06% |
$12.9K - $15.7K
|
66K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
42+ 1.62% |
$12.9K - $15.7K
|
2.63K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
BUY
|
- |
42+ 4.16% |
$12.9K - $15.7K
|
1.05K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.63% |
$12.9K - $15.7K
|
949
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
42+ 2.41% |
$12.9K - $15.7K
|
1.78K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
42+ 6.28% |
$12.9K - $15.7K
|
711
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
42+ 0.84% |
$12.9K - $15.7K
|
5.01K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
42+ 1.76% |
$12.9K - $15.7K
|
2.43K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
42+ 1.2% |
$12.9K - $15.7K
|
3.55K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
42+ 0.7% |
$12.9K - $15.7K
|
6.05K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
41+ 3.14% |
$12.6K - $15.3K
|
1.35K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
41+ 0.78% |
$12.6K - $15.3K
|
5.31K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
41+ 82.0% |
$12.6K - $15.3K
|
91
$30.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 1.22% |
$12.6K - $15.3K
|
3.39K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
41+ 0.71% |
$12.6K - $15.3K
|
5.8K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 3.43% |
$12.6K - $15.3K
|
1.24K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
41New |
$12.6K - $15.3K
|
41
$13.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
40+ 0.87% |
$12.3K - $14.9K
|
4.62K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
40+ 1.42% |
$12.3K - $14.9K
|
2.85K
$959K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
40+ 0.18% |
$12.3K - $14.9K
|
22.6K
$7.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
40+ 0.37% |
$12.3K - $14.9K
|
11K
$3.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
39+ 4.08% |
$12K - $14.6K
|
996
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39+ 0.26% |
$12K - $14.6K
|
14.8K
$4.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
39+ 5.12% |
$12K - $14.6K
|
801
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
39+ 5.23% |
$12K - $14.6K
|
784
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
38+ 1.19% |
$11.7K - $14.2K
|
3.23K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38+ 3.45% |
$11.7K - $14.2K
|
1.14K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.88% |
$11.7K - $14.2K
|
4.34K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
37+ 3.93% |
$11.4K - $13.8K
|
978
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 0.85% |
$11.4K - $13.8K
|
4.41K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
37+ 6.29% |
$11.4K - $13.8K
|
625
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
37+ 0.45% |
$11.4K - $13.8K
|
8.35K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
37+ 18.59% |
$11.4K - $13.8K
|
236
$79.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
37+ 2.75% |
$11.4K - $13.8K
|
1.38K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
37+ 0.91% |
$11.4K - $13.8K
|
4.1K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
36+ 0.24% |
$11.1K - $13.4K
|
14.9K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
36+ 1.48% |
$11.1K - $13.4K
|
2.46K
$829K
|