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 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
41+ 3.2% |
$20.7K - $23.6K
|
1.32K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
41+ 4.7% |
$20.7K - $23.6K
|
913
$516K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41+ 3.97% |
$20.7K - $23.6K
|
1.08K
$607K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
40+ 2.88% |
$20.2K - $23.1K
|
1.43K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
40+ 2.41% |
$20.2K - $23.1K
|
1.7K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$20.2K - $23.1K
|
40
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40+ 3.38% |
$20.2K - $23.1K
|
1.23K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
39+ 6.17% |
$19.7K - $22.5K
|
671
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
39+ 8.57% |
$19.7K - $22.5K
|
494
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
39+ 1.18% |
$19.7K - $22.5K
|
3.35K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
39+ 1.54% |
$19.7K - $22.5K
|
2.57K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
39+ 0.37% |
$19.7K - $22.5K
|
10.5K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
39+ 2.53% |
$19.7K - $22.5K
|
1.58K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
39+ 2.91% |
$19.7K - $22.5K
|
1.38K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$19.7K - $22.5K
|
39
$22K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
38+ 6.24% |
$19.2K - $21.9K
|
647
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38+ 2.31% |
$19.2K - $21.9K
|
1.68K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
38+ 8.32% |
$19.2K - $21.9K
|
495
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
37+ 2.47% |
$18.7K - $21.3K
|
1.54K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
36+ 0.97% |
$18.2K - $20.7K
|
3.76K
$2.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
36+ 0.25% |
$18.2K - $20.7K
|
14.5K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
36+ 0.59% |
$18.2K - $20.7K
|
6.16K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
36+ 4.26% |
$18.2K - $20.7K
|
882
$498K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
36+ 7.48% |
$18.2K - $20.7K
|
517
$292K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
36+ 5.58% |
$18.2K - $20.7K
|
681
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
35+ 4.21% |
$17.7K - $20.2K
|
867
$490K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35+ 9.31% |
$17.7K - $20.2K
|
411
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
35+ 0.82% |
$17.7K - $20.2K
|
4.28K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35+ 58.33% |
$17.7K - $20.2K
|
95
$53.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
35+ 1.83% |
$17.7K - $20.2K
|
1.95K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
35+ 3.26% |
$17.7K - $20.2K
|
1.11K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 0.27% |
$17.7K - $20.2K
|
12.8K
$7.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
34+ 3.9% |
$17.2K - $19.6K
|
905
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
34+ 8.83% |
$17.2K - $19.6K
|
419
$237K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
34+ 7.41% |
$17.2K - $19.6K
|
493
$279K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
34+ 0.39% |
$17.2K - $19.6K
|
8.74K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
33+ 3.89% |
$16.7K - $19K
|
881
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33+ 7.82% |
$16.7K - $19K
|
455
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
33+ 3.21% |
$16.7K - $19K
|
1.06K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
32+ 6.17% |
$16.1K - $18.4K
|
551
$311K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.63% |
$16.1K - $18.4K
|
5.14K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 320.0% |
$16.1K - $18.4K
|
42
$23.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
31+ 0.72% |
$15.6K - $17.9K
|
4.31K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
31+ 4.6% |
$15.6K - $17.9K
|
705
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30+ 2.7% |
$15.1K - $17.3K
|
1.14K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 4.72% |
$15.1K - $17.3K
|
665
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$15.1K - $17.3K
|
14.3K
$8.1M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
30+ 0.28% |
$15.1K - $17.3K
|
10.9K
$6.14M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
30+ 1.28% |
$15.1K - $17.3K
|
2.38K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
30+ 0.27% |
$15.1K - $17.3K
|
11.1K
$6.27M
|