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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 18.49% |
$566K - $647K
|
7.19K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.11K+ 1.71% |
$560K - $639K
|
66.1K
$37.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.11K+ 64.01% |
$559K - $639K
|
2.84K
$1.6M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 133.82% |
$557K - $636K
|
1.93K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.1K+ 9.11% |
$556K - $635K
|
13.2K
$7.46M
|
|
|
May 12, 2025
Q1 2025
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
1.1K+ 6.76% |
$555K - $634K
|
17.4K
$9.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.09K+ 54700.0% |
$552K - $630K
|
1.1K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 4.38% |
$552K - $630K
|
26.1K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.09K+ 1.32% |
$548K - $626K
|
83.3K
$47.1M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.08K+ 114.35% |
$547K - $625K
|
2.03K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.07K+ 11.44% |
$542K - $619K
|
10.5K
$5.91M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.07KNew |
$542K - $618K
|
1.07K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.07K+ 10.83% |
$541K - $618K
|
11K
$6.2M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 6.87% |
$541K - $618K
|
16.7K
$9.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.07K+ 121.36% |
$539K - $615K
|
1.95K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.07K+ 2.79% |
$537K - $614K
|
39.3K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.05K+ 2.54% |
$532K - $607K
|
42.6K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.05KNew |
$529K - $605K
|
1.05K
$593K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.05K+ 84.65% |
$529K - $604K
|
2.29K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.05K+ 7.04% |
$529K - $604K
|
15.9K
$9.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 17.98% |
$528K - $603K
|
6.87K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 31.46% |
$527K - $602K
|
4.37K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.04K+ 35.48% |
$525K - $600K
|
3.98K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.03K+ 4.07% |
$520K - $594K
|
26.3K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.02KNew |
$514K - $587K
|
1.02K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 2.07% |
$512K - $585K
|
50.2K
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
1.01K+ 1.63% |
$512K - $584K
|
63.1K
$35.7M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.01K+ 51.98% |
$511K - $584K
|
2.96K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.01K+ 8.01% |
$510K - $582K
|
13.6K
$7.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
997+ 81.86% |
$503K - $575K
|
2.22K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
993+ 26.69% |
$501K - $572K
|
4.71K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
992+ 17.27% |
$501K - $572K
|
6.74K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
990+ 94.47% |
$500K - $571K
|
2.04K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
974+ 9.93% |
$492K - $561K
|
10.8K
$6.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
972+ 2.54% |
$491K - $560K
|
39.3K
$22.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
967New |
$488K - $557K
|
967
$546K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
960New |
$484K - $553K
|
960
$543K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
956New |
$482K - $551K
|
956
$540K
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
954+ 0.07% |
$481K - $550K
|
1.32M
$744M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
950New |
$479K - $547K
|
950
$537K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
933+ 8.72% |
$471K - $538K
|
11.6K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
929+ 0.38% |
$469K - $535K
|
247K
$140M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
921New |
$465K - $531K
|
921
$520K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
915+ 2.34% |
$462K - $527K
|
40.1K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
909+ 8.13% |
$459K - $524K
|
12.1K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
900New |
$454K - $519K
|
900
$509K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
895+ 28.88% |
$452K - $516K
|
3.99K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
890+ 2.92% |
$449K - $513K
|
31.4K
$17.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
887New |
$448K - $511K
|
887
$501K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
885+ 43.57% |
$447K - $510K
|
2.92K
$1.65M
|