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 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
454+ 4.12% |
$229K - $262K
|
11.5K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
453+ 2.87% |
$229K - $261K
|
16.2K
$9.17M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
451+ 6.72% |
$228K - $260K
|
7.16K
$4.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
450+ 3.62% |
$227K - $259K
|
12.9K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
450+ 35.18% |
$227K - $259K
|
1.73K
$977K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
447New |
$226K - $258K
|
447
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
446New |
$225K - $257K
|
446
$252K
|
|
|
May 14, 2025
Q1 2025
|
Troy Asset Management LTD
|
BUY
|
- |
446+ 0.35% |
$225K - $257K
|
128K
$72.2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
443+ 12.39% |
$224K - $255K
|
4.02K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
441+ 15.19% |
$223K - $254K
|
3.35K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
440+ 2.45% |
$222K - $254K
|
18.4K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
440New |
$222K - $254K
|
440
$249K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
440New |
$222K - $254K
|
440
$249K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
437New |
$221K - $252K
|
437
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
434+ 14.16% |
$219K - $250K
|
3.5K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
434+ 5.09% |
$219K - $250K
|
8.96K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
434+ 0.42% |
$219K - $250K
|
103K
$58.2M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
433+ 165.9% |
$219K - $250K
|
694
$392K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
426New |
$215K - $246K
|
426
$241K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
426+ 2.94% |
$215K - $246K
|
14.9K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
425+ 2.9% |
$214K - $245K
|
15.1K
$8.53M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
425New |
$214K - $245K
|
425
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
422New |
$213K - $243K
|
422
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
421+ 1.33% |
$212K - $243K
|
32.1K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
421+ 34.88% |
$212K - $243K
|
1.63K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
421+ 69.59% |
$212K - $243K
|
1.03K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
420+ 5.51% |
$212K - $242K
|
8.04K
$4.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
419+ 2.9% |
$211K - $241K
|
14.9K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
416New |
$210K - $240K
|
416
$235K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
413New |
$208K - $238K
|
413
$233K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
412+ 1420.69% |
$208K - $237K
|
441
$249K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
411+ 78.29% |
$207K - $237K
|
936
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
409+ 3.94% |
$206K - $236K
|
10.8K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
407+ 53.2% |
$205K - $235K
|
1.17K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
404New |
$204K - $233K
|
404
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
403+ 7.1% |
$203K - $232K
|
6.08K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
402+ 9.39% |
$203K - $232K
|
4.68K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
400New |
$202K - $231K
|
400
$226K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
400New |
$202K - $231K
|
400
$226K
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
400New |
$202K - $231K
|
400
$226K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
399+ 0.86% |
$201K - $230K
|
46.7K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
398New |
$201K - $229K
|
398
$225K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
394+ 12.06% |
$199K - $227K
|
3.66K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
394+ 2.81% |
$199K - $227K
|
14.4K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
393New |
$198K - $226K
|
393
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
390+ 0.12% |
$197K - $225K
|
333K
$188M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
389+ 3.72% |
$196K - $224K
|
10.8K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
389+ 2.4% |
$196K - $224K
|
16.6K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
386New |
$195K - $222K
|
386
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
385+ 8.3% |
$194K - $222K
|
5.02K
$2.84M
|