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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
36+ 2.13% |
$11.1K - $13.4K
|
1.73K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.53% |
$10.8K - $13.1K
|
6.62K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
35+ 1.43% |
$10.8K - $13.1K
|
2.48K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
35+ 0.66% |
$10.8K - $13.1K
|
5.31K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35+ 29.66% |
$10.8K - $13.1K
|
153
$51.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
35+ 63.64% |
$10.8K - $13.1K
|
90
$30.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
35+ 2.03% |
$10.8K - $13.1K
|
1.76K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
35+ 4.01% |
$10.8K - $13.1K
|
908
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
35+ 1.43% |
$10.8K - $13.1K
|
2.48K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$10.5K - $12.7K
|
34
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 1.28% |
$10.5K - $12.7K
|
2.7K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
34+ 0.43% |
$10.5K - $12.7K
|
7.87K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 2.99% |
$10.2K - $12.3K
|
1.14K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
33+ 1.98% |
$10.2K - $12.3K
|
1.7K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
33+ 1.15% |
$10.2K - $12.3K
|
2.89K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
33+ 0.47% |
$10.2K - $12.3K
|
7.05K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
33+ 5.45% |
$10.2K - $12.3K
|
638
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
32+ 12.8% |
$9.86K - $11.9K
|
282
$95K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
31+ 2.49% |
$9.56K - $11.6K
|
1.28K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.8% |
$9.56K - $11.6K
|
3.92K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 0.18% |
$9.25K - $11.2K
|
16.3K
$5.5M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 0.67% |
$9.25K - $11.2K
|
4.49K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
30+ 0.51% |
$9.25K - $11.2K
|
5.92K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
30+ 2.02% |
$9.25K - $11.2K
|
1.52K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
29+ 0.88% |
$8.94K - $10.8K
|
3.34K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29+ 2.95% |
$8.94K - $10.8K
|
1.01K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
29+ 1.54% |
$8.94K - $10.8K
|
1.92K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
29+ 3.94% |
$8.94K - $10.8K
|
765
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
29+ 0.78% |
$8.94K - $10.8K
|
3.75K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
29+ 4.26% |
$8.94K - $10.8K
|
709
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 1.78% |
$8.63K - $10.5K
|
1.6K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 1.08% |
$8.63K - $10.5K
|
2.62K
$882K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
28+ 0.94% |
$8.63K - $10.5K
|
2.99K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28+ 155.56% |
$8.63K - $10.5K
|
46
$15.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
27+ 1.26% |
$8.32K - $10.1K
|
2.18K
$733K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
27+ 4.09% |
$8.32K - $10.1K
|
687
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
27+ 0.5% |
$8.32K - $10.1K
|
5.41K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27+ 4.06% |
$8.32K - $10.1K
|
692
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
27+ 1.87% |
$8.32K - $10.1K
|
1.47K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
27+ 3.03% |
$8.32K - $10.1K
|
918
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
27+ 2.31% |
$8.32K - $10.1K
|
1.2K
$403K
|