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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
327+ 1.57% |
$165K - $188K
|
21.1K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
326+ 13.18% |
$165K - $188K
|
2.8K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
323+ 1.13% |
$163K - $186K
|
28.9K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
323New |
$163K - $186K
|
323
$183K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
320+ 23.58% |
$161K - $184K
|
1.68K
$948K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
319+ 1.81% |
$161K - $184K
|
17.9K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
319+ 5.47% |
$161K - $184K
|
6.15K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
318+ 0.2% |
$160K - $183K
|
163K
$92.2M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
309+ 17.18% |
$156K - $178K
|
2.11K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
307+ 10.58% |
$155K - $177K
|
3.21K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
306+ 31.13% |
$154K - $176K
|
1.29K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
306+ 0.3% |
$154K - $176K
|
102K
$57.8M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
306+ 1.69% |
$154K - $176K
|
18.5K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
303+ 9.58% |
$153K - $175K
|
3.47K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
301+ 44.01% |
$152K - $173K
|
985
$557K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
300New |
$151K - $173K
|
300
$170K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 0.08% |
$151K - $173K
|
355K
$201M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
300+ 5.24% |
$151K - $173K
|
6.02K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
299New |
$151K - $172K
|
299
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
298+ 7.21% |
$150K - $172K
|
4.43K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
296+ 0.66% |
$149K - $171K
|
45K
$25.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
294+ 16.99% |
$148K - $169K
|
2.02K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
290+ 6.52% |
$146K - $167K
|
4.74K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
288+ 3.8% |
$145K - $166K
|
7.86K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
286+ 3.68% |
$144K - $165K
|
8.06K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
285+ 6.95% |
$144K - $164K
|
4.39K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
285+ 1.48% |
$144K - $164K
|
19.6K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
284+ 57.49% |
$143K - $164K
|
778
$440K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
284+ 17.22% |
$143K - $164K
|
1.93K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
284+ 0.35% |
$143K - $164K
|
81.6K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
280+ 0.35% |
$141K - $161K
|
80.7K
$45.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
279+ 12.14% |
$141K - $161K
|
2.58K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
278+ 5.32% |
$140K - $160K
|
5.5K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
275+ 550.0% |
$139K - $158K
|
325
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
275+ 50.0% |
$139K - $158K
|
825
$466K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
275New |
$139K - $158K
|
275
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
273+ 12.25% |
$138K - $157K
|
2.5K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
272+ 4.3% |
$137K - $157K
|
6.6K
$3.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
271+ 30.8% |
$137K - $156K
|
1.15K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
271+ 20.25% |
$137K - $156K
|
1.61K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
271+ 9.21% |
$137K - $156K
|
3.22K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
264+ 1.7% |
$133K - $152K
|
15.8K
$8.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
262+ 2.5% |
$132K - $151K
|
10.7K
$6.07M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
262+ 2.61% |
$132K - $151K
|
10.3K
$5.83M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
261+ 4.4% |
$132K - $150K
|
6.2K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
260+ 4.5% |
$131K - $150K
|
6.04K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
258+ 18.28% |
$130K - $149K
|
1.67K
$943K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
256+ 18.84% |
$129K - $148K
|
1.62K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
256+ 5.48% |
$129K - $148K
|
4.93K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
255+ 20.09% |
$129K - $147K
|
1.52K
$861K
|