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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
131+ 1.92% |
$66.1K - $75.5K
|
6.96K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
129+ 12.54% |
$65.1K - $74.3K
|
1.16K
$654K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
129+ 2.82% |
$65.1K - $74.3K
|
4.7K
$2.65M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
129+ 33.42% |
$65.1K - $74.3K
|
515
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
127+ 4.8% |
$64.1K - $73.2K
|
2.77K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
126+ 12.49% |
$63.6K - $72.6K
|
1.14K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
126+ 1.61% |
$63.6K - $72.6K
|
7.93K
$4.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 6.6% |
$63.1K - $72K
|
2.02K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 2.28% |
$63.1K - $72K
|
5.61K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
122+ 19.0% |
$61.6K - $70.3K
|
764
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
122+ 2.66% |
$61.6K - $70.3K
|
4.71K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
122+ 1.49% |
$61.6K - $70.3K
|
8.32K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
122+ 8.81% |
$61.6K - $70.3K
|
1.51K
$852K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
122+ 1.44% |
$61.6K - $70.3K
|
8.61K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
122+ 5.21% |
$61.6K - $70.3K
|
2.47K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
122+ 10.48% |
$61.6K - $70.3K
|
1.29K
$727K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
121+ 3.01% |
$61.1K - $69.7K
|
4.14K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
120+ 1.4% |
$60.6K - $69.2K
|
8.72K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
120+ 5.26% |
$60.6K - $69.2K
|
2.4K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
119+ 1.35% |
$60.1K - $68.6K
|
8.97K
$5.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
117+ 14.11% |
$59K - $67.4K
|
946
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
117+ 23.45% |
$59K - $67.4K
|
616
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
116+ 0.29% |
$58.5K - $66.9K
|
40.1K
$22.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
116+ 20.57% |
$58.5K - $66.9K
|
680
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
115+ 29.79% |
$58K - $66.3K
|
501
$283K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
114+ 2.16% |
$57.5K - $65.7K
|
5.4K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
114+ 16.45% |
$57.5K - $65.7K
|
807
$456K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
114+ 2.13% |
$57.5K - $65.7K
|
5.47K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
113+ 5.64% |
$57K - $65.1K
|
2.12K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
113+ 5.51% |
$57K - $65.1K
|
2.16K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
110+ 10.96% |
$55.5K - $63.4K
|
1.11K
$630K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
110+ 7.78% |
$55.5K - $63.4K
|
1.52K
$861K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
109+ 20.6% |
$55K - $62.8K
|
638
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
109+ 9.33% |
$55K - $62.8K
|
1.28K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
109+ 5.4% |
$55K - $62.8K
|
2.13K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
108+ 35.64% |
$54.5K - $62.2K
|
411
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
108+ 0.87% |
$54.5K - $62.2K
|
12.6K
$7.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
108+ 0.63% |
$54.5K - $62.2K
|
17.2K
$9.73M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
108+ 2.91% |
$54.5K - $62.2K
|
3.82K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
108+ 1.61% |
$54.5K - $62.2K
|
6.83K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 4.53% |
$54K - $61.7K
|
2.47K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
106+ 2.22% |
$53.5K - $61.1K
|
4.88K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
104+ 495.24% |
$52.5K - $59.9K
|
125
$70.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
103+ 1.97% |
$52K - $59.4K
|
5.33K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
103+ 25.81% |
$52K - $59.4K
|
502
$284K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
103+ 10.09% |
$52K - $59.4K
|
1.12K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
103+ 9.79% |
$52K - $59.4K
|
1.16K
$653K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
102+ 16.06% |
$51.5K - $58.8K
|
737
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
102+ 6.62% |
$51.5K - $58.8K
|
1.64K
$928K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 18.92% |
$51.5K - $58.8K
|
641
$362K
|