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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.43K- 35.08% |
$441K - $534K
|
2.65K
$892K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.43K- 65.66% |
$441K - $535K
|
749
$252K
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 2.58% |
$451K - $547K
|
55.3K
$18.6M
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.49K- 70.59% |
$459K - $555K
|
620
$209K
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.49K- 6.35% |
$459K - $556K
|
22K
$7.4M
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.49K- 4.05% |
$460K - $557K
|
35.4K
$11.9M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.5K- 4.99% |
$462K - $559K
|
28.5K
$9.61M
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.5K- 51.72% |
$462K - $560K
|
1.4K
$471K
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-1.51K- 1.73% |
$466K - $564K
|
85.8K
$28.9M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.51K- 2.37% |
$466K - $565K
|
62.2K
$21M
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 4.07% |
$470K - $569K
|
36K
$12.1M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.54K- 4.33% |
$474K - $574K
|
34K
$11.4M
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.49% |
$475K - $575K
|
60.3K
$20.3M
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.54K- 13.65% |
$475K - $576K
|
9.76K
$3.29M
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.55K- 3.2% |
$477K - $578K
|
46.9K
$15.8M
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
SELL
|
- |
-1.55K- 29.71% |
$478K - $579K
|
3.67K
$1.24M
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.57K- 0.89% |
$482K - $584K
|
173K
$58.4M
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.57K- 12.81% |
$484K - $586K
|
10.7K
$3.6M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.59K- 2.41% |
$489K - $592K
|
64.3K
$21.7M
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.59K- 0.1% |
$491K - $594K
|
1.52M
$511M
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.59K- 15.19% |
$491K - $595K
|
8.89K
$2.99M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.6K- 2.64% |
$492K - $596K
|
59K
$19.9M
|
|
Aug 01, 2025
Q2 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.61K- 7.34% |
$495K - $600K
|
20.3K
$6.83M
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 2.25% |
$506K - $613K
|
71.4K
$24M
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.65K- 90.82% |
$509K - $617K
|
167
$56.2K
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.65K- 1.55% |
$509K - $617K
|
105K
$35.3M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.66K- 1.29% |
$512K - $620K
|
127K
$42.7M
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.67K- 2.05% |
$514K - $622K
|
79.8K
$26.9M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.67K- 13.28% |
$514K - $623K
|
10.9K
$3.67M
|
|
Aug 14, 2025
Q2 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-1.7K- 25.89% |
$524K - $635K
|
4.87K
$1.64M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.71K- 2.31% |
$526K - $637K
|
72.1K
$24.3M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.71K- 1.05% |
$527K - $638K
|
161K
$54.2M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 21.19% |
$529K - $641K
|
6.38K
$2.15M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.73K- 2.01% |
$534K - $646K
|
84.5K
$28.5M
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.75K- 10.6% |
$538K - $651K
|
14.7K
$4.96M
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 15.03% |
$539K - $653K
|
9.88K
$3.33M
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.75K- 2.43% |
$540K - $654K
|
70.4K
$23.7M
|
|
Aug 14, 2025
Q2 2025
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-1.76K- 6.39% |
$542K - $656K
|
25.7K
$8.67M
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.77K- 7.67% |
$545K - $660K
|
21.3K
$7.17M
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-1.77K- 0.71% |
$545K - $660K
|
248K
$83.5M
|
|
Aug 14, 2025
Q2 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-1.8K- 12.95% |
$555K - $672K
|
12.1K
$4.07M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.8K- 5.41% |
$556K - $673K
|
31.5K
$10.6M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.83K- 7.38% |
$564K - $682K
|
23K
$7.73M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.83K- 45.44% |
$565K - $684K
|
2.2K
$741K
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.83K- 2.01% |
$565K - $684K
|
89.5K
$30.1M
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.84K- 3.94% |
$566K - $685K
|
44.7K
$15.1M
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.86K- 8.93% |
$572K - $692K
|
18.9K
$6.37M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.87K- 13.73% |
$577K - $699K
|
11.8K
$3.96M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.88K- 15.98% |
$578K - $700K
|
9.86K
$3.32M
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.88K- 1.2% |
$578K - $700K
|
154K
$51.9M
|