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 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51+ 3.62% |
$25.7K - $29.4K
|
1.46K
$824K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
50+ 2.69% |
$25.2K - $28.8K
|
1.91K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 5.02% |
$25.2K - $28.8K
|
1.05K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
50+ 5.09% |
$25.2K - $28.8K
|
1.03K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
50+ 1.8% |
$25.2K - $28.8K
|
2.84K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50+ 14.88% |
$25.2K - $28.8K
|
386
$218K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
50+ 0.03% |
$25.2K - $28.8K
|
155K
$87.5M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$25.2K - $28.8K
|
50
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 23.3% |
$24.2K - $27.7K
|
254
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 3.11% |
$24.2K - $27.7K
|
1.59K
$898K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
48+ 11.21% |
$24.2K - $27.7K
|
476
$269K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 6.53% |
$24.2K - $27.7K
|
783
$442K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 8.16% |
$24.2K - $27.7K
|
636
$359K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 13.04% |
$24.2K - $27.7K
|
416
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 1.64% |
$23.7K - $27.1K
|
2.92K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
47+ 3.09% |
$23.7K - $27.1K
|
1.57K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
47+ 7.73% |
$23.7K - $27.1K
|
655
$370K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47+ 2.08% |
$23.7K - $27.1K
|
2.31K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
47+ 6.39% |
$23.7K - $27.1K
|
783
$442K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
47+ 3.08% |
$23.7K - $27.1K
|
1.57K
$888K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47+ 3.72% |
$23.7K - $27.1K
|
1.31K
$741K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
46+ 0.73% |
$23.2K - $26.5K
|
6.34K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
46+ 5.3% |
$23.2K - $26.5K
|
914
$517K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
46+ 0.95% |
$23.2K - $26.5K
|
4.9K
$2.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
45+ 2.28% |
$22.7K - $25.9K
|
2.02K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
45+ 1.74% |
$22.7K - $25.9K
|
2.64K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
44+ 5.67% |
$22.2K - $25.4K
|
820
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
44New |
$22.2K - $25.4K
|
44
$24.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 2.22% |
$22.2K - $25.4K
|
2.03K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
44+ 1.57% |
$22.2K - $25.4K
|
2.84K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
44+ 14.19% |
$22.2K - $25.4K
|
354
$200K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
44+ 0.46% |
$22.2K - $25.4K
|
9.68K
$5.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
43+ 7.47% |
$21.7K - $24.8K
|
619
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
43+ 5.46% |
$21.7K - $24.8K
|
830
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 4.78% |
$21.7K - $24.8K
|
942
$532K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
43+ 1.59% |
$21.7K - $24.8K
|
2.74K
$1.55M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 0.47% |
$21.7K - $24.8K
|
9.27K
$5.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
42+ 10.29% |
$21.2K - $24.2K
|
450
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
42+ 0.61% |
$21.2K - $24.2K
|
6.93K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
42+ 5.61% |
$21.2K - $24.2K
|
791
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
42+ 0.56% |
$21.2K - $24.2K
|
7.59K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
42+ 0.04% |
$21.2K - $24.2K
|
119K
$67M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41+ 3.28% |
$20.7K - $23.6K
|
1.29K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
41+ 57.75% |
$20.7K - $23.6K
|
112
$63.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 8.74% |
$20.7K - $23.6K
|
510
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.35% |
$20.7K - $23.6K
|
11.8K
$6.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
41+ 0.12% |
$20.7K - $23.6K
|
33.8K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
41+ 10.65% |
$20.7K - $23.6K
|
426
$241K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
41+ 0.9% |
$20.7K - $23.6K
|
4.61K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
41+ 7.14% |
$20.7K - $23.6K
|
615
$348K
|