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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.21M+ 65631.48% |
$4.14B - $4.73B
|
8.23M
$4.51B
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.33K+ 5.25% |
$4.71M - $5.38M
|
187K
$103M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.72K+ 110242.86% |
$3.89M - $4.45M
|
7.72K
$4.23M
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
6.45KNew |
$3.26M - $3.72M
|
6.45K
$3.54M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.49K+ 519.33% |
$2.26M - $2.59M
|
5.35K
$2.93M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 19.96% |
$2.14M - $2.44M
|
25.4K
$13.9M
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.85KNew |
$935K - $1.07M
|
1.85K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 5.9% |
$773K - $883K
|
27.5K
$15.1M
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.39K+ 3.28% |
$703K - $803K
|
43.9K
$24.1M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.05K+ 84.65% |
$529K - $604K
|
2.29K
$1.25M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
993+ 26.69% |
$501K - $572K
|
4.71K
$2.58M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
836+ 11.47% |
$422K - $482K
|
8.12K
$4.45M
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
808+ 17.28% |
$408K - $466K
|
5.49K
$3.01M
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
801+ 14.12% |
$404K - $462K
|
6.47K
$3.55M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
773+ 3.85% |
$390K - $445K
|
20.8K
$11.4M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
747+ 25.84% |
$377K - $431K
|
3.64K
$1.99M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
661+ 1468.89% |
$334K - $381K
|
706
$387K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
653New |
$330K - $376K
|
653
$358K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$5.28M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
577+ 57.53% |
$291K - $333K
|
1.58K
$866K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$280K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
476+ 3.28% |
$240K - $274K
|
15K
$8.22M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
441+ 15.19% |
$223K - $254K
|
3.35K
$1.83M
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
421+ 1.33% |
$212K - $243K
|
32.1K
$17.6M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
347+ 24.93% |
$175K - $200K
|
1.74K
$953K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
346+ 3.1% |
$175K - $199K
|
11.5K
$6.32M
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
300New |
$151K - $173K
|
300
$164K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
285+ 6.95% |
$144K - $164K
|
4.39K
$2.4M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
279+ 12.14% |
$141K - $161K
|
2.58K
$1.41M
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
271+ 30.8% |
$137K - $156K
|
1.15K
$631K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
256+ 18.84% |
$129K - $148K
|
1.62K
$885K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$137K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
231+ 5.32% |
$117K - $133K
|
4.58K
$2.51M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
199+ 2.87% |
$100K - $115K
|
7.12K
$3.9M
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$107K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
185+ 11.9% |
$93.4K - $107K
|
1.74K
$953K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 9.77% |
$90.8K - $104K
|
2.02K
$1.11M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
177+ 13.1% |
$89.3K - $102K
|
1.53K
$838K
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
171+ 18.04% |
$86.3K - $98.5K
|
1.12K
$613K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 52.85% |
$84.3K - $96.2K
|
483
$265K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 3.51% |
$82.8K - $94.5K
|
4.83K
$2.65M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
153+ 17.02% |
$77.2K - $88.2K
|
1.05K
$577K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
149+ 7.25% |
$75.2K - $85.9K
|
2.2K
$1.21M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
135+ 5.65% |
$68.1K - $77.8K
|
2.53K
$1.38M
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
117+ 14.11% |
$59K - $67.4K
|
946
$519K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
108+ 35.64% |
$54.5K - $62.2K
|
411
$225K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
102+ 16.06% |
$51.5K - $58.8K
|
737
$404K
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
101+ 14.03% |
$51K - $58.2K
|
821
$450K
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
95+ 3.57% |
$47.9K - $54.7K
|
2.75K
$1.51M
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
84+ 0.8% |
$42.4K - $48.4K
|
10.6K
$5.8M
|