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 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-20- 2.46% |
$6.17K - $7.47K
|
793
$267K
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-20- 0.85% |
$6.17K - $7.47K
|
2.34K
$788K
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-21- 0.39% |
$6.47K - $7.84K
|
5.41K
$1.82M
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-21- 1.6% |
$6.47K - $7.84K
|
1.29K
$435K
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-21- 0.48% |
$6.47K - $7.84K
|
4.34K
$1.46M
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-21- 0.64% |
$6.47K - $7.84K
|
3.25K
$1.1M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.93% |
$6.78K - $8.21K
|
728
$245K
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-22- 0.68% |
$6.78K - $8.21K
|
3.23K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.29% |
$6.78K - $8.21K
|
7.66K
$2.58M
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-22- 0.83% |
$6.78K - $8.21K
|
2.62K
$882K
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-22- 0.3% |
$6.78K - $8.21K
|
7.33K
$2.47M
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-22- 0.51% |
$6.78K - $8.21K
|
4.31K
$1.45M
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-22- 1.55% |
$6.78K - $8.21K
|
1.4K
$470K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-22- 0.46% |
$6.78K - $8.21K
|
4.8K
$1.62M
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-23- 6.99% |
$7.09K - $8.59K
|
306
$103K
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-23- 2.19% |
$7.09K - $8.59K
|
1.03K
$345K
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-23- 4.56% |
$7.09K - $8.59K
|
481
$162K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.52% |
$7.09K - $8.59K
|
4.44K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 7.01% |
$7.09K - $8.59K
|
305
$103K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-24- 2.61% |
$7.4K - $8.96K
|
897
$302K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-24- 0.59% |
$7.4K - $8.96K
|
4.02K
$1.35M
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-24- 0.04% |
$7.4K - $8.96K
|
63K
$21.2M
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-25- 2.45% |
$7.71K - $9.33K
|
995
$335K
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.17% |
$7.71K - $9.33K
|
2.12K
$713K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-25- 2.14% |
$7.71K - $9.33K
|
1.15K
$386K
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 0.17% |
$7.71K - $9.33K
|
14.8K
$4.97M
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-25- 2.32% |
$7.71K - $9.33K
|
1.05K
$354K
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-25- 2.65% |
$7.71K - $9.33K
|
918
$309K
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-25- 0.99% |
$7.71K - $9.33K
|
2.5K
$841K
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-25- 0.79% |
$7.71K - $9.33K
|
3.13K
$1.05M
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-26- 3.83% |
$8.02K - $9.71K
|
652
$220K
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-26- 3.25% |
$8.02K - $9.71K
|
773
$260K
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-26- 6.44% |
$8.02K - $9.71K
|
378
$127K
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-26- 0.56% |
$8.02K - $9.71K
|
4.6K
$1.55M
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-26- 0.13% |
$8.02K - $9.71K
|
20.2K
$6.79M
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-26- 1.61% |
$8.02K - $9.71K
|
1.59K
$536K
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-27- 0.25% |
$8.32K - $10.1K
|
10.8K
$3.64M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 3.19% |
$8.32K - $10.1K
|
819
$276K
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 2.09% |
$8.32K - $10.1K
|
1.26K
$425K
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-28- 1.84% |
$8.63K - $10.5K
|
1.5K
$504K
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-28- 0.94% |
$8.63K - $10.5K
|
2.96K
$995K
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-28- 2.46% |
$8.63K - $10.5K
|
1.11K
$374K
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 5.94% |
$8.63K - $10.5K
|
443
$149K
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-28- 16.18% |
$8.63K - $10.5K
|
145
$48.8K
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-29- 2.54% |
$8.94K - $10.8K
|
1.11K
$375K
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-29- 2.11% |
$8.94K - $10.8K
|
1.35K
$454K
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-29- 2.39% |
$8.94K - $10.8K
|
1.19K
$399K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-29- 2.66% |
$8.94K - $10.8K
|
1.06K
$358K
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-29- 0.17% |
$8.94K - $10.8K
|
16.7K
$5.61M
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-29- 1.6% |
$8.94K - $10.8K
|
1.79K
$601K
|