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 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
566New |
$286K - $326K
|
566
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
565New |
$285K - $326K
|
565
$319K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
555New |
$280K - $320K
|
555
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
552+ 118.97% |
$279K - $318K
|
1.02K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
552New |
$279K - $318K
|
552
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
545+ 0.79% |
$275K - $314K
|
69.3K
$39.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
542+ 5.52% |
$274K - $312K
|
10.4K
$5.86M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
542+ 10.38% |
$274K - $312K
|
5.77K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
541+ 49.45% |
$273K - $312K
|
1.64K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
540+ 9.62% |
$273K - $311K
|
6.15K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
539New |
$272K - $311K
|
539
$305K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
539New |
$272K - $311K
|
539
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
537+ 12.8% |
$271K - $309K
|
4.73K
$2.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
530New |
$267K - $305K
|
530
$300K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
527New |
$266K - $304K
|
527
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
526New |
$265K - $303K
|
526
$297K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
518+ 4.05% |
$261K - $299K
|
13.3K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
518+ 19.5% |
$261K - $299K
|
3.17K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
515New |
$260K - $297K
|
515
$291K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
513+ 43.04% |
$259K - $296K
|
1.71K
$964K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
507+ 6.48% |
$256K - $292K
|
8.34K
$4.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
507New |
$256K - $292K
|
507
$287K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
500New |
$252K - $288K
|
500
$283K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
499+ 12.86% |
$252K - $288K
|
4.38K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
496New |
$250K - $286K
|
496
$280K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
492+ 44.44% |
$248K - $284K
|
1.6K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
490+ 23.33% |
$247K - $282K
|
2.59K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
489+ 20.75% |
$247K - $282K
|
2.85K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
489New |
$247K - $282K
|
489
$276K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
481New |
$243K - $277K
|
481
$272K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
476+ 3.28% |
$240K - $274K
|
15K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
476New |
$240K - $274K
|
476
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
472+ 3.19% |
$238K - $272K
|
15.3K
$8.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
472+ 0.22% |
$238K - $272K
|
214K
$121M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
471+ 2.96% |
$238K - $271K
|
16.4K
$9.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
470+ 3.0% |
$237K - $271K
|
16.1K
$9.12M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
470+ 9.53% |
$237K - $271K
|
5.4K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
466+ 57.6% |
$235K - $269K
|
1.28K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
465+ 4.86% |
$235K - $268K
|
10K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
464+ 13.26% |
$234K - $267K
|
3.96K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
464New |
$234K - $267K
|
464
$262K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
463+ 56.67% |
$234K - $267K
|
1.28K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
463New |
$234K - $267K
|
463
$262K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
462+ 6.48% |
$233K - $266K
|
7.59K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
459+ 19.74% |
$232K - $265K
|
2.78K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
458New |
$231K - $264K
|
458
$259K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
456New |
$230K - $263K
|
456
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
455New |
$230K - $262K
|
455
$257K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
454New |
$229K - $262K
|
454
$257K
|