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
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
81+ 6.66% |
$40.9K - $46.7K
|
1.3K
$733K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
81+ 1.07% |
$40.9K - $46.7K
|
7.65K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
81+ 4.84% |
$40.9K - $46.7K
|
1.76K
$992K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
81+ 0.78% |
$40.9K - $46.7K
|
10.4K
$5.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
81+ 0.61% |
$40.9K - $46.7K
|
13.3K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
81+ 2.31% |
$40.9K - $46.7K
|
3.59K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
80+ 0.77% |
$40.4K - $46.1K
|
10.5K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
80+ 2.71% |
$40.4K - $46.1K
|
3.03K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
80New |
$40.4K - $46.1K
|
80
$45.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
78+ 16.49% |
$39.4K - $45K
|
551
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
77+ 1.32% |
$38.9K - $44.4K
|
5.92K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
77+ 8.06% |
$38.9K - $44.4K
|
1.03K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77+ 1.8% |
$38.9K - $44.4K
|
4.35K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
77+ 9.22% |
$38.9K - $44.4K
|
912
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
76+ 6.12% |
$38.4K - $43.8K
|
1.32K
$744K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
76+ 9.48% |
$38.4K - $43.8K
|
878
$496K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 1.13% |
$38.4K - $43.8K
|
6.82K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
75+ 2.72% |
$37.9K - $43.2K
|
2.83K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 9.42% |
$37.9K - $43.2K
|
871
$492K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75+ 3.35% |
$37.9K - $43.2K
|
2.31K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
75+ 10.74% |
$37.9K - $43.2K
|
773
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
74+ 9.15% |
$37.3K - $42.6K
|
883
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
74+ 6.66% |
$37.3K - $42.6K
|
1.19K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
74+ 3.03% |
$37.3K - $42.6K
|
2.52K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
73+ 0.92% |
$36.8K - $42.1K
|
8K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
72+ 4.42% |
$36.3K - $41.5K
|
1.7K
$961K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
72+ 7.52% |
$36.3K - $41.5K
|
1.03K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72+ 0.38% |
$36.3K - $41.5K
|
19.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
72+ 1.1% |
$36.3K - $41.5K
|
6.61K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
72+ 0.19% |
$36.3K - $41.5K
|
38.6K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
72+ 4.27% |
$36.3K - $41.5K
|
1.76K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
72+ 3.7% |
$36.3K - $41.5K
|
2.02K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
71+ 4.28% |
$35.8K - $40.9K
|
1.73K
$977K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
71+ 0.57% |
$35.8K - $40.9K
|
12.5K
$7.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
70+ 0.44% |
$35.3K - $40.3K
|
15.8K
$8.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
70+ 7.88% |
$35.3K - $40.3K
|
958
$541K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
70+ 2.3% |
$35.3K - $40.3K
|
3.12K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
69+ 4.22% |
$34.8K - $39.8K
|
1.71K
$964K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
68+ 6.33% |
$34.3K - $39.2K
|
1.14K
$645K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68+ 0.4% |
$34.3K - $39.2K
|
17.2K
$9.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
68+ 2.8% |
$34.3K - $39.2K
|
2.5K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
68+ 0.66% |
$34.3K - $39.2K
|
10.4K
$5.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
67+ 1.96% |
$33.8K - $38.6K
|
3.48K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
67+ 5.3% |
$33.8K - $38.6K
|
1.33K
$752K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
67+ 2.1% |
$33.8K - $38.6K
|
3.26K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
66+ 1.07% |
$33.3K - $38K
|
6.25K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
66New |
$33.3K - $38K
|
66
$37.3K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
65+ 2.86% |
$32.8K - $37.5K
|
2.34K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
65+ 2.81% |
$32.8K - $37.5K
|
2.38K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
65+ 1.04% |
$32.8K - $37.5K
|
6.31K
$3.57M
|