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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
875+ 44.24% |
$442K - $504K
|
2.85K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
872New |
$440K - $503K
|
872
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
867+ 18.64% |
$438K - $500K
|
5.52K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
864New |
$436K - $498K
|
864
$488K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
862+ 15.06% |
$435K - $497K
|
6.59K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
862+ 0.86% |
$435K - $497K
|
101K
$57.1M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
860New |
$434K - $496K
|
860
$486K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
853+ 19.13% |
$430K - $492K
|
5.31K
$3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
850+ 4.32% |
$429K - $490K
|
20.5K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
842+ 0.28% |
$425K - $485K
|
306K
$173M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
839+ 7.9% |
$423K - $484K
|
11.5K
$6.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
836+ 11.47% |
$422K - $482K
|
8.12K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
836+ 3.86% |
$422K - $482K
|
22.5K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
819New |
$413K - $472K
|
819
$463K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
813+ 23.45% |
$410K - $469K
|
4.28K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
808+ 17.28% |
$408K - $466K
|
5.49K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
807+ 1.74% |
$407K - $465K
|
47.2K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
805+ 101.0% |
$406K - $464K
|
1.6K
$905K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
801+ 14.12% |
$404K - $462K
|
6.47K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
798+ 0.99% |
$403K - $460K
|
81K
$45.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
796+ 1.24% |
$402K - $459K
|
65K
$36.7M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
794New |
$401K - $458K
|
794
$449K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
792+ 21.22% |
$400K - $456K
|
4.53K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
782+ 41.82% |
$395K - $451K
|
2.65K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
773+ 3.85% |
$390K - $445K
|
20.8K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
773+ 165.17% |
$390K - $445K
|
1.24K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
769New |
$388K - $443K
|
769
$435K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
768+ 2.92% |
$388K - $443K
|
27K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
764+ 45.56% |
$386K - $440K
|
2.44K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
762New |
$385K - $439K
|
762
$431K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
759New |
$383K - $437K
|
759
$429K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
757+ 0.32% |
$382K - $436K
|
241K
$136M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
756+ 10.94% |
$382K - $436K
|
7.67K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
756+ 9.91% |
$382K - $436K
|
8.39K
$4.74M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
755+ 1.07% |
$381K - $435K
|
71.3K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
750+ 7.61% |
$379K - $432K
|
10.6K
$6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
747+ 25.84% |
$377K - $431K
|
3.64K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
745+ 182.15% |
$376K - $429K
|
1.15K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
745+ 6.61% |
$376K - $429K
|
12K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
741+ 1.1% |
$374K - $427K
|
68.2K
$38.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
739+ 2.63% |
$373K - $426K
|
28.8K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
731+ 61.12% |
$369K - $421K
|
1.93K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
725+ 111.54% |
$366K - $418K
|
1.38K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
722+ 4.78% |
$364K - $416K
|
15.8K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
706+ 4.27% |
$356K - $407K
|
17.2K
$9.74M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
705+ 73.9% |
$356K - $406K
|
1.66K
$938K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
703New |
$355K - $405K
|
703
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
701+ 4.77% |
$354K - $404K
|
15.4K
$8.7M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
701+ 30.87% |
$354K - $404K
|
2.97K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
699+ 41.14% |
$353K - $403K
|
2.4K
$1.36M
|