Purchases and Sales Made in Q1 2025 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 2025. The information is specifically focused on institutions that hold shares of Mastercard Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.62K+ 88.44% |
$819K - $935K
|
3.46K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 18.36% |
$816K - $932K
|
10.4K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
1.6K+ 4.53% |
$806K - $921K
|
36.9K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.6K+ 13.79% |
$806K - $920K
|
13.2K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.6K+ 8.55% |
$805K - $919K
|
20.2K
$11.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.59K+ 0.87% |
$800K - $913K
|
184K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
1.58K+ 1.56% |
$795K - $908K
|
102K
$59.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.56K+ 7.8% |
$787K - $899K
|
21.6K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.55K+ 50.67% |
$781K - $892K
|
4.6K
$2.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 5.9% |
$773K - $883K
|
27.5K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.52K+ 13.9% |
$765K - $874K
|
12.4K
$7.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
1.51KNew |
$761K - $869K
|
1.51K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.45K+ 22.02% |
$733K - $837K
|
8.05K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$728K - $831K
|
1.44K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 3.76% |
$727K - $830K
|
39.7K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.43K+ 22.03% |
$720K - $822K
|
7.9K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 4.1% |
$714K - $815K
|
35.9K
$20.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.4K+ 1.4% |
$705K - $805K
|
101K
$58.9M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.4K+ 214.95% |
$704K - $804K
|
2.04K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$704K - $803K
|
1.39K
$810K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.39K+ 3.28% |
$703K - $803K
|
43.9K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
1.39K+ 0.57% |
$700K - $799K
|
244K
$142M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 7.68% |
$698K - $797K
|
19.4K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.38K+ 68.75% |
$694K - $792K
|
3.38K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.36K+ 8.74% |
$687K - $785K
|
16.9K
$9.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.3K+ 47.41% |
$656K - $749K
|
4.04K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.3K+ 0.47% |
$656K - $749K
|
279K
$162M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.29K+ 6.04% |
$649K - $741K
|
22.6K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.28KNew |
$646K - $738K
|
1.28K
$744K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.28K+ 7.89% |
$644K - $735K
|
17.4K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.28K+ 17.36% |
$643K - $735K
|
8.62K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.25K+ 1278.57% |
$632K - $722K
|
1.35K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 11.51% |
$629K - $719K
|
12.1K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.23KNew |
$621K - $709K
|
1.23K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.21K+ 20.5% |
$613K - $700K
|
7.14K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 265.79% |
$612K - $698K
|
1.67K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.19K+ 16.05% |
$602K - $688K
|
8.63K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.19K+ 2.98% |
$602K - $687K
|
41.1K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.18K+ 10.42% |
$596K - $681K
|
12.5K
$7.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.17K+ 224.52% |
$591K - $675K
|
1.69K
$985K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.16K+ 15.16% |
$586K - $670K
|
8.83K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.16K+ 29.19% |
$585K - $668K
|
5.13K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.16K+ 4.93% |
$583K - $666K
|
24.6K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.14K+ 15.93% |
$576K - $658K
|
8.31K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.14KNew |
$574K - $656K
|
1.14K
$661K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.13K+ 193.97% |
$568K - $648K
|
1.71K
$991K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.12K+ 807.19% |
$566K - $647K
|
1.26K
$733K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 18.49% |
$566K - $647K
|
7.19K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.11K+ 1.71% |
$560K - $639K
|
66.1K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.11K+ 64.01% |
$559K - $639K
|
2.84K
$1.65M
|