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 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
690+ 3.45% |
$348K - $398K
|
20.7K
$11.7M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
685+ 172.54% |
$346K - $395K
|
1.08K
$611K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
684+ 25.53% |
$345K - $394K
|
3.36K
$1.9M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
681+ 18.89% |
$344K - $392K
|
4.29K
$2.42M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
678New |
$342K - $391K
|
678
$383K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
678+ 17.79% |
$342K - $391K
|
4.49K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
675+ 22.87% |
$341K - $389K
|
3.63K
$2.05M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
670+ 6.32% |
$338K - $386K
|
11.3K
$6.37M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
669+ 1.99% |
$338K - $386K
|
34.3K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
668+ 4.12% |
$337K - $385K
|
16.9K
$9.55M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
667+ 3.3% |
$337K - $384K
|
20.9K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
666+ 0.64% |
$336K - $384K
|
104K
$58.7M
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
665New |
$336K - $383K
|
665
$376K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
663+ 0.69% |
$335K - $382K
|
97K
$54.8M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
661+ 1468.89% |
$334K - $381K
|
706
$399K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
660+ 21.11% |
$333K - $380K
|
3.79K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
659New |
$333K - $380K
|
659
$372K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
656+ 0.73% |
$331K - $378K
|
90.5K
$51.2M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
654New |
$330K - $377K
|
654
$370K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
653New |
$330K - $376K
|
653
$369K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
651+ 13.23% |
$329K - $375K
|
5.57K
$3.15M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
651+ 1.33% |
$329K - $375K
|
49.7K
$28.1M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
649+ 55.57% |
$328K - $374K
|
1.82K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
649New |
$328K - $374K
|
649
$367K
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
644New |
$325K - $371K
|
644
$364K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
639New |
$322K - $368K
|
639
$361K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
629+ 4.56% |
$317K - $362K
|
14.4K
$8.15M
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
629+ 16.0% |
$317K - $362K
|
4.56K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
617+ 3.47% |
$311K - $356K
|
18.4K
$10.4M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
616+ 20.81% |
$311K - $355K
|
3.58K
$2.02M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
612+ 2.78% |
$309K - $353K
|
22.6K
$12.8M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
610+ 5.27% |
$308K - $352K
|
12.2K
$6.89M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
607+ 11.66% |
$306K - $350K
|
5.81K
$3.28M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
606+ 0.84% |
$306K - $349K
|
72.5K
$41M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
604+ 18.91% |
$305K - $348K
|
3.8K
$2.15M
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
596+ 10.24% |
$301K - $343K
|
6.42K
$3.63M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
596+ 10.25% |
$301K - $343K
|
6.41K
$3.62M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
592+ 10.04% |
$299K - $341K
|
6.49K
$3.67M
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
591New |
$298K - $341K
|
591
$334K
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
591+ 68.4% |
$298K - $341K
|
1.46K
$822K
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
590New |
$298K - $340K
|
590
$333K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$5.45M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
580+ 38.59% |
$293K - $334K
|
2.08K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
579New |
$292K - $334K
|
579
$327K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
577+ 57.53% |
$291K - $333K
|
1.58K
$893K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
575+ 13.38% |
$290K - $331K
|
4.87K
$2.75M
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
574New |
$290K - $331K
|
574
$324K
|
|
May 12, 2025
Q1 2025
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
574+ 5.26% |
$290K - $331K
|
11.5K
$6.5M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
572+ 32.67% |
$289K - $330K
|
2.32K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
571+ 12.71% |
$288K - $329K
|
5.06K
$2.86M
|