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 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
65+ 5.23% |
$32.8K - $37.5K
|
1.31K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 11.85% |
$32.3K - $36.9K
|
604
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
63+ 3.63% |
$31.8K - $36.3K
|
1.8K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
63+ 0.15% |
$31.8K - $36.3K
|
41.4K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
63+ 0.66% |
$31.8K - $36.3K
|
9.6K
$5.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
62+ 0.92% |
$31.3K - $35.7K
|
6.8K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
62+ 2.04% |
$31.3K - $35.7K
|
3.11K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
62+ 6.01% |
$31.3K - $35.7K
|
1.09K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
62New |
$31.3K - $35.7K
|
62
$35K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
62+ 1.72% |
$31.3K - $35.7K
|
3.67K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
62+ 8.74% |
$31.3K - $35.7K
|
771
$436K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
62+ 16.32% |
$31.3K - $35.7K
|
442
$250K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
62+ 10.44% |
$31.3K - $35.7K
|
656
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
60+ 10.64% |
$30.3K - $34.6K
|
624
$353K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
60+ 0.91% |
$30.3K - $34.6K
|
6.63K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
59+ 0.72% |
$29.8K - $34K
|
8.23K
$4.65M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
59+ 0.43% |
$29.8K - $34K
|
13.7K
$7.77M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
58+ 1.94% |
$29.3K - $33.4K
|
3.05K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
58+ 1.45% |
$29.3K - $33.4K
|
4.05K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
58+ 181.25% |
$29.3K - $33.4K
|
90
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
58+ 3.62% |
$29.3K - $33.4K
|
1.66K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58+ 89.23% |
$29.3K - $33.4K
|
123
$69.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
57+ 0.23% |
$28.8K - $32.8K
|
24.9K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57+ 11.83% |
$28.8K - $32.8K
|
539
$305K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
57+ 0.81% |
$28.8K - $32.8K
|
7.1K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
56+ 1.4% |
$28.3K - $32.3K
|
4.06K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
56New |
$28.3K - $32.3K
|
56
$31.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
55+ 5.2% |
$27.8K - $31.7K
|
1.11K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
55+ 3.84% |
$27.8K - $31.7K
|
1.49K
$840K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
55+ 4.79% |
$27.8K - $31.7K
|
1.2K
$680K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
55+ 0.61% |
$27.8K - $31.7K
|
9.15K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
55+ 6.97% |
$27.8K - $31.7K
|
844
$477K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
55+ 1.43% |
$27.8K - $31.7K
|
3.9K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
54+ 2.09% |
$27.3K - $31.1K
|
2.64K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
54+ 10.47% |
$27.3K - $31.1K
|
570
$322K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
54+ 13.11% |
$27.3K - $31.1K
|
466
$263K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
54+ 5.54% |
$27.3K - $31.1K
|
1.03K
$581K
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
54+ 0.41% |
$27.3K - $31.1K
|
13.1K
$7.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
53+ 7.97% |
$26.7K - $30.5K
|
718
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53+ 3.05% |
$26.7K - $30.5K
|
1.79K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
53+ 12.77% |
$26.7K - $30.5K
|
468
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
53+ 12.71% |
$26.7K - $30.5K
|
470
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
52+ 12.65% |
$26.2K - $30K
|
463
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
52+ 6.23% |
$26.2K - $30K
|
887
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
52+ 4.26% |
$26.2K - $30K
|
1.27K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
52+ 36.11% |
$26.2K - $30K
|
196
$111K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
52+ 2.68% |
$26.2K - $30K
|
1.99K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
52+ 1.88% |
$26.2K - $30K
|
2.82K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
52+ 6.21% |
$26.2K - $30K
|
889
$502K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
52+ 1.39% |
$26.2K - $30K
|
3.78K
$2.14M
|