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 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
252+ 1.84% |
$127K - $145K
|
14K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250New |
$126K - $144K
|
250
$141K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
249+ 16.26% |
$126K - $144K
|
1.78K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
249+ 107.33% |
$126K - $144K
|
481
$272K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
249+ 8.34% |
$126K - $144K
|
3.23K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
247+ 51.46% |
$125K - $142K
|
727
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
246+ 16.7% |
$124K - $142K
|
1.72K
$971K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
246+ 3.06% |
$124K - $142K
|
8.29K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
246+ 2.32% |
$124K - $142K
|
10.9K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
246+ 11.9% |
$124K - $142K
|
2.31K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
245+ 1.26% |
$124K - $141K
|
19.6K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
244+ 1.31% |
$123K - $141K
|
18.9K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
243+ 22.73% |
$123K - $140K
|
1.31K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
243+ 7.25% |
$123K - $140K
|
3.59K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
242+ 55.0% |
$122K - $139K
|
682
$385K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
241+ 9.73% |
$122K - $139K
|
2.72K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
234+ 10.58% |
$118K - $135K
|
2.45K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
234+ 59.24% |
$118K - $135K
|
629
$355K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
233+ 1.12% |
$118K - $134K
|
21K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
233+ 50.65% |
$118K - $134K
|
693
$392K
|
|
|
May 15, 2025
Q1 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
233+ 6.84% |
$118K - $134K
|
3.64K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
232+ 13.26% |
$117K - $134K
|
1.98K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
232+ 31.65% |
$117K - $134K
|
965
$545K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
231+ 5.32% |
$117K - $133K
|
4.58K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
230+ 0.98% |
$116K - $133K
|
23.8K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
229+ 34.28% |
$116K - $132K
|
897
$507K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
228+ 2.52% |
$115K - $131K
|
9.27K
$5.24M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
228+ 23.68% |
$115K - $131K
|
1.19K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
227+ 12.75% |
$115K - $131K
|
2.01K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
227+ 29.14% |
$115K - $131K
|
1.01K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
224+ 12.04% |
$113K - $129K
|
2.09K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
224+ 1.7% |
$113K - $129K
|
13.4K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
222+ 57.22% |
$112K - $128K
|
610
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
222+ 2.57% |
$112K - $128K
|
8.87K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
222+ 2.54% |
$112K - $128K
|
8.96K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
220+ 4.4% |
$111K - $127K
|
5.22K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
219+ 3.83% |
$111K - $126K
|
5.94K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
217+ 0.5% |
$110K - $125K
|
44K
$24.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
216+ 3.21% |
$109K - $124K
|
6.95K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
215+ 0.94% |
$109K - $124K
|
23K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
213+ 3.27% |
$107K - $123K
|
6.73K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 3.21% |
$107K - $122K
|
6.82K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
212+ 7.6% |
$107K - $122K
|
3K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
211+ 26.08% |
$106K - $122K
|
1.02K
$576K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
210+ 3.06% |
$106K - $121K
|
7.06K
$3.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
209+ 4.39% |
$105K - $120K
|
4.97K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
209+ 50.98% |
$105K - $120K
|
619
$350K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
209+ 0.83% |
$105K - $120K
|
25.3K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
209+ 7.8% |
$105K - $120K
|
2.89K
$1.63M
|