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 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
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
9+ 0.31% |
$2.77K - $3.36K
|
2.88K
$971K
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
9New |
$2.77K - $3.36K
|
9
$3.03K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 1.44% |
$2.77K - $3.36K
|
636
$214K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 11.84% |
$2.77K - $3.36K
|
85
$28.6K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9+ 0.22% |
$2.77K - $3.36K
|
4.04K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.51% |
$2.77K - $3.36K
|
1.78K
$598K
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9+ 0.05% |
$2.77K - $3.36K
|
17.3K
$5.84M
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
8+ 1.32% |
$2.47K - $2.99K
|
615
$207K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.78% |
$2.47K - $2.99K
|
1.04K
$350K
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.48% |
$2.47K - $2.99K
|
1.69K
$569K
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8+ 0.15% |
$2.47K - $2.99K
|
5.52K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8+ 0.1% |
$2.47K - $2.99K
|
7.73K
$2.6M
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.14% |
$2.47K - $2.99K
|
5.81K
$1.96M
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8+ 0.83% |
$2.47K - $2.99K
|
969
$326K
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7+ 0.14% |
$2.16K - $2.61K
|
4.98K
$1.68M
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
7+ 0.12% |
$2.16K - $2.61K
|
5.68K
$1.91M
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
6+ 0.11% |
$1.85K - $2.24K
|
5.29K
$1.78M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.32% |
$1.85K - $2.24K
|
1.86K
$627K
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.85K - $2.24K
|
1.12K
$376K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6+ 0.3% |
$1.85K - $2.24K
|
1.97K
$665K
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6+ 2.1% |
$1.85K - $2.24K
|
292
$98.3K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6+ 1.38% |
$1.85K - $2.24K
|
440
$148K
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 21.43% |
$1.85K - $2.24K
|
34
$11.4K
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
6+ 0.16% |
$1.85K - $2.24K
|
3.85K
$1.3M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.27% |
$1.54K - $1.87K
|
1.85K
$622K
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.13% |
$1.54K - $1.87K
|
3.73K
$1.26M
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
5+ 0.27% |
$1.54K - $1.87K
|
1.88K
$634K
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.13% |
$1.54K - $1.87K
|
3.85K
$1.3M
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5+ 0.32% |
$1.54K - $1.87K
|
1.58K
$532K
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5+ 0.47% |
$1.54K - $1.87K
|
1.07K
$361K
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
5+ 0.05% |
$1.54K - $1.87K
|
10.4K
$3.51M
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5+ 0.37% |
$1.54K - $1.87K
|
1.35K
$455K
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5+ 0.52% |
$1.54K - $1.87K
|
968
$326K
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5+ 0.29% |
$1.54K - $1.87K
|
1.75K
$588K
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.21% |
$1.54K - $1.87K
|
2.42K
$815K
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.02% |
$1.23K - $1.49K
|
18.8K
$6.33M
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.4% |
$1.23K - $1.49K
|
1.01K
$339K
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.26% |
$1.23K - $1.49K
|
1.53K
$514K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4New |
$1.23K - $1.49K
|
4
$1.35K
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.23K - $1.49K
|
2.45K
$824K
|