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 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
167+ 20.88% |
$84.3K - $96.2K
|
967
$546K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
167+ 22.27% |
$84.3K - $96.2K
|
917
$518K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
166+ 36.89% |
$83.8K - $95.7K
|
616
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165New |
$83.3K - $95.1K
|
165
$93.2K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
165+ 7.47% |
$83.3K - $95.1K
|
2.37K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 3.51% |
$82.8K - $94.5K
|
4.83K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
163+ 21.11% |
$82.3K - $93.9K
|
935
$528K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
163+ 1.36% |
$82.3K - $93.9K
|
12.1K
$6.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
160+ 4.65% |
$80.7K - $92.2K
|
3.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
160+ 1.02% |
$80.7K - $92.2K
|
15.8K
$8.91M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160+ 10.62% |
$80.7K - $92.2K
|
1.67K
$941K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
158+ 0.91% |
$79.7K - $91.1K
|
17.5K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
158+ 2.05% |
$79.7K - $91.1K
|
7.87K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
157+ 3.81% |
$79.2K - $90.5K
|
4.28K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
157+ 26.17% |
$79.2K - $90.5K
|
757
$428K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
157+ 3.87% |
$79.2K - $90.5K
|
4.22K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
155+ 1.35% |
$78.2K - $89.3K
|
11.6K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
154+ 10.57% |
$77.7K - $88.8K
|
1.61K
$910K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
154+ 14.26% |
$77.7K - $88.8K
|
1.23K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154+ 5.87% |
$77.7K - $88.8K
|
2.78K
$1.57M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
153+ 17.02% |
$77.2K - $88.2K
|
1.05K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
153+ 7.44% |
$77.2K - $88.2K
|
2.21K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
152+ 14.0% |
$76.7K - $87.6K
|
1.24K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
150+ 2.6% |
$75.7K - $86.4K
|
5.91K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 0.82% |
$75.7K - $86.4K
|
18.4K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
150+ 5.26% |
$75.7K - $86.4K
|
3K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
149+ 7.25% |
$75.2K - $85.9K
|
2.2K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
149+ 0.19% |
$75.2K - $85.9K
|
79.8K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
148+ 0.17% |
$74.7K - $85.3K
|
89.4K
$50.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
147+ 2.77% |
$74.2K - $84.7K
|
5.45K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
146+ 10.07% |
$73.7K - $84.1K
|
1.6K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
145+ 37.18% |
$73.2K - $83.6K
|
535
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
144+ 3.04% |
$72.7K - $83K
|
4.88K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
144+ 15.11% |
$72.7K - $83K
|
1.1K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
144+ 5.35% |
$72.7K - $83K
|
2.84K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
143+ 3.32% |
$72.2K - $82.4K
|
4.45K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
143+ 0.75% |
$72.2K - $82.4K
|
19.1K
$10.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
142+ 2.15% |
$71.7K - $81.8K
|
6.74K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
141+ 2.89% |
$71.2K - $81.3K
|
5.03K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
141+ 15.41% |
$71.2K - $81.3K
|
1.06K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
138+ 2.61% |
$69.6K - $79.5K
|
5.44K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
137+ 2.44% |
$69.1K - $79K
|
5.76K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 11.22% |
$69.1K - $79K
|
1.36K
$767K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
135+ 5.65% |
$68.1K - $77.8K
|
2.53K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
135+ 0.2% |
$68.1K - $77.8K
|
68.9K
$38.9M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
135+ 0.38% |
$68.1K - $77.8K
|
35.6K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
134+ 11.95% |
$67.6K - $77.2K
|
1.26K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
133+ 2.56% |
$67.1K - $76.6K
|
5.32K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
133+ 0.59% |
$67.1K - $76.6K
|
22.6K
$12.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
132+ 7.22% |
$66.6K - $76.1K
|
1.96K
$1.11M
|