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 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
208+ 3.99% |
$105K - $120K
|
5.42K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
207+ 0.25% |
$104K - $119K
|
84.6K
$47.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
206+ 1.23% |
$104K - $119K
|
16.9K
$9.56M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
204+ 1.47% |
$103K - $118K
|
14.1K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.42% |
$102K - $117K
|
48.6K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
203+ 15.92% |
$102K - $117K
|
1.48K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
201+ 15.5% |
$101K - $116K
|
1.5K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
200+ 29.03% |
$101K - $115K
|
889
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
200+ 6.62% |
$101K - $115K
|
3.22K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
200+ 0.04% |
$101K - $115K
|
526K
$297M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 42.83% |
$101K - $115K
|
667
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
199+ 2.87% |
$100K - $115K
|
7.12K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
199+ 1.73% |
$100K - $115K
|
11.7K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
198+ 56.57% |
$99.9K - $114K
|
548
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
197+ 11.37% |
$99.4K - $114K
|
1.93K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
196+ 30.29% |
$98.9K - $113K
|
843
$476K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$110K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
194+ 26.25% |
$97.9K - $112K
|
933
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
192+ 18.73% |
$96.9K - $111K
|
1.22K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 0.77% |
$96.9K - $111K
|
25.1K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192+ 2.03% |
$96.9K - $111K
|
9.65K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
190New |
$95.9K - $109K
|
190
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 5.27% |
$95.4K - $109K
|
3.78K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
189New |
$95.4K - $109K
|
189
$107K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
187+ 18.83% |
$94.4K - $108K
|
1.18K
$667K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
187+ 1.13% |
$94.4K - $108K
|
16.7K
$9.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
185+ 11.9% |
$93.4K - $107K
|
1.74K
$983K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
185+ 36.42% |
$93.4K - $107K
|
693
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
183+ 5.39% |
$92.4K - $105K
|
3.58K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
183+ 8.92% |
$92.4K - $105K
|
2.24K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
181+ 9.9% |
$91.3K - $104K
|
2.01K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 9.77% |
$90.8K - $104K
|
2.02K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
180+ 8.66% |
$90.8K - $104K
|
2.26K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
179+ 0.15% |
$90.3K - $103K
|
120K
$67.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
178+ 1.66% |
$89.8K - $103K
|
10.9K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
177+ 13.1% |
$89.3K - $102K
|
1.53K
$863K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
175+ 13.49% |
$88.3K - $101K
|
1.47K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
175New |
$88.3K - $101K
|
175
$98.9K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
173+ 16.03% |
$87.3K - $99.7K
|
1.25K
$708K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
171+ 18.04% |
$86.3K - $98.5K
|
1.12K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
171+ 3.5% |
$86.3K - $98.5K
|
5.06K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
171+ 122.14% |
$86.3K - $98.5K
|
311
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
171+ 7.26% |
$86.3K - $98.5K
|
2.53K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
171+ 4.84% |
$86.3K - $98.5K
|
3.7K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
170+ 34.48% |
$85.8K - $98K
|
663
$375K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
170+ 3.14% |
$85.8K - $98K
|
5.59K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
170+ 0.83% |
$85.8K - $98K
|
20.6K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
169+ 11.18% |
$85.3K - $97.4K
|
1.68K
$950K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 52.85% |
$84.3K - $96.2K
|
483
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
167+ 11.67% |
$84.3K - $96.2K
|
1.6K
$903K
|