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 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
16+ 0.43% |
$4.93K - $5.97K
|
3.74K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
16+ 0.19% |
$4.93K - $5.97K
|
8.51K
$2.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16+ 1.84% |
$4.93K - $5.97K
|
887
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$4.93K - $5.97K
|
18.8K
$6.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
16+ 0.21% |
$4.93K - $5.97K
|
7.48K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.24% |
$4.62K - $5.6K
|
6.38K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.41% |
$4.62K - $5.6K
|
3.65K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 1.41% |
$4.62K - $5.6K
|
1.08K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.26% |
$4.62K - $5.6K
|
5.78K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.97% |
$4.62K - $5.6K
|
1.55K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
15+ 0.69% |
$4.62K - $5.6K
|
2.2K
$742K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
15+ 0.81% |
$4.62K - $5.6K
|
1.86K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
15+ 0.22% |
$4.62K - $5.6K
|
6.83K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15New |
$4.62K - $5.6K
|
15
$5.05K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 2.41% |
$4.32K - $5.23K
|
595
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.54% |
$4.32K - $5.23K
|
2.6K
$877K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
14+ 2.42% |
$4.32K - $5.23K
|
593
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$4.32K - $5.23K
|
14
$4.71K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
13+ 5.46% |
$4.01K - $4.85K
|
251
$84.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
13+ 0.1% |
$4.01K - $4.85K
|
13.1K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13+ 1.39% |
$4.01K - $4.85K
|
949
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
13+ 0.33% |
$4.01K - $4.85K
|
3.96K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
13+ 0.24% |
$4.01K - $4.85K
|
5.39K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.51% |
$4.01K - $4.85K
|
2.54K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
13+ 0.36% |
$4.01K - $4.85K
|
3.58K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
13+ 1.92% |
$4.01K - $4.85K
|
690
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
13+ 2.28% |
$4.01K - $4.85K
|
584
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
13+ 0.56% |
$4.01K - $4.85K
|
2.32K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 19.4% |
$4.01K - $4.85K
|
80
$26.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
12+ 1.7% |
$3.7K - $4.48K
|
716
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12+ 0.13% |
$3.7K - $4.48K
|
8.97K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12+ 1.98% |
$3.7K - $4.48K
|
617
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11+ 0.87% |
$3.39K - $4.11K
|
1.28K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11+ 1.36% |
$3.39K - $4.11K
|
817
$275K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 1.43% |
$3.39K - $4.11K
|
780
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
11+ 1.6% |
$3.39K - $4.11K
|
698
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
11+ 1.25% |
$3.39K - $4.11K
|
888
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.15% |
$3.39K - $4.11K
|
7.44K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11+ 0.3% |
$3.39K - $4.11K
|
3.73K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
11+ 0.11% |
$3.39K - $4.11K
|
10.4K
$3.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
10+ 1.39% |
$3.08K - $3.73K
|
729
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$3.08K - $3.73K
|
11.1K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10+ 0.87% |
$3.08K - $3.73K
|
1.15K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
10+ 1.12% |
$3.08K - $3.73K
|
901
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 0.16% |
$3.08K - $3.73K
|
6.09K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 2.96% |
$3.08K - $3.73K
|
348
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
10+ 0.23% |
$3.08K - $3.73K
|
4.33K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9+ 6.98% |
$2.77K - $3.36K
|
138
$46.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9+ 0.54% |
$2.77K - $3.36K
|
1.69K
$569K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9+ 0.16% |
$2.77K - $3.36K
|
5.48K
$1.85M
|