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 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
102+ 10.29% |
$51.5K - $58.8K
|
1.09K
$618K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
101+ 14.03% |
$51K - $58.2K
|
821
$464K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
101+ 19.17% |
$51K - $58.2K
|
628
$355K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
101+ 0.17% |
$51K - $58.2K
|
61.1K
$34.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100+ 8.87% |
$50.5K - $57.6K
|
1.23K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 25.38% |
$50.5K - $57.6K
|
494
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 3.94% |
$50.5K - $57.6K
|
2.64K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
100+ 1.32% |
$50.5K - $57.6K
|
7.68K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
100+ 25.0% |
$50.5K - $57.6K
|
500
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 2.23% |
$50K - $57.1K
|
4.53K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
99+ 75.57% |
$50K - $57.1K
|
230
$130K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
99+ 8.33% |
$50K - $57.1K
|
1.29K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
98New |
$49.5K - $56.5K
|
98
$55.4K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
98+ 7.28% |
$49.5K - $56.5K
|
1.44K
$816K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
96+ 2.5% |
$48.4K - $55.3K
|
3.93K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
96+ 3.25% |
$48.4K - $55.3K
|
3.05K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
95+ 3.57% |
$47.9K - $54.7K
|
2.75K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
95+ 1.59% |
$47.9K - $54.7K
|
6.07K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
95+ 0.73% |
$47.9K - $54.7K
|
13.1K
$7.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
94+ 0.72% |
$47.4K - $54.2K
|
13.2K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
94+ 3.64% |
$47.4K - $54.2K
|
2.68K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
92+ 11.72% |
$46.4K - $53K
|
877
$496K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91+ 0.87% |
$45.9K - $52.4K
|
10.5K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 3.06% |
$45.4K - $51.9K
|
3.03K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
90+ 22.5% |
$45.4K - $51.9K
|
490
$277K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
89+ 4.61% |
$44.9K - $51.3K
|
2.02K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
88+ 10.68% |
$44.4K - $50.7K
|
912
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.21% |
$44.4K - $50.7K
|
41.8K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
88+ 0.86% |
$44.4K - $50.7K
|
10.4K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
88+ 17.36% |
$44.4K - $50.7K
|
595
$336K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
88+ 2.08% |
$44.4K - $50.7K
|
4.32K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
88+ 0.89% |
$44.4K - $50.7K
|
9.97K
$5.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
87New |
$43.9K - $50.1K
|
87
$49.2K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
87+ 1.95% |
$43.9K - $50.1K
|
4.56K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
87+ 2.9% |
$43.9K - $50.1K
|
3.09K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
86+ 10.54% |
$43.4K - $49.6K
|
902
$510K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
86+ 1.97% |
$43.4K - $49.6K
|
4.45K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
86+ 15.69% |
$43.4K - $49.6K
|
634
$358K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
86+ 9.13% |
$43.4K - $49.6K
|
1.03K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
86+ 0.94% |
$43.4K - $49.6K
|
9.2K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
85+ 2.31% |
$42.9K - $49K
|
3.77K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
85+ 0.42% |
$42.9K - $49K
|
20.3K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
84+ 0.8% |
$42.4K - $48.4K
|
10.6K
$5.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
84+ 3.36% |
$42.4K - $48.4K
|
2.58K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
83+ 2.27% |
$41.9K - $47.8K
|
3.73K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 20.05% |
$41.9K - $47.8K
|
497
$281K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
83+ 5.31% |
$41.9K - $47.8K
|
1.65K
$930K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
82+ 0.25% |
$41.4K - $47.3K
|
33.3K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
82+ 2.19% |
$41.4K - $47.3K
|
3.82K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
82+ 11.85% |
$41.4K - $47.3K
|
774
$437K
|