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
|
17 Capital Partners, LLC
|
BUY
|
- |
30+ 1.7% |
$15.1K - $17.3K
|
1.8K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
30+ 1.42% |
$15.1K - $17.3K
|
2.14K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
30New |
$15.1K - $17.3K
|
30
$17K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
29+ 1.25% |
$14.6K - $16.7K
|
2.35K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.32% |
$14.6K - $16.7K
|
2.23K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
28+ 6.03% |
$14.1K - $16.1K
|
492
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28+ 3.51% |
$14.1K - $16.1K
|
825
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
28+ 4.71% |
$14.1K - $16.1K
|
622
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
28New |
$14.1K - $16.1K
|
28
$15.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 10.61% |
$14.1K - $16.1K
|
292
$165K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
28+ 0.3% |
$14.1K - $16.1K
|
9.27K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
28New |
$14.1K - $16.1K
|
28
$15.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
27+ 1.57% |
$13.6K - $15.6K
|
1.74K
$985K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27+ 6.87% |
$13.6K - $15.6K
|
420
$237K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
27New |
$13.6K - $15.6K
|
27
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
27+ 0.78% |
$13.6K - $15.6K
|
3.5K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 3.42% |
$13.1K - $15K
|
786
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
26+ 4.74% |
$13.1K - $15K
|
575
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
26+ 5.53% |
$13.1K - $15K
|
496
$280K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.54% |
$13.1K - $15K
|
4.81K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 3.85% |
$13.1K - $15K
|
702
$397K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26+ 0.3% |
$13.1K - $15K
|
8.62K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 7.08% |
$13.1K - $15K
|
393
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.62% |
$12.6K - $14.4K
|
980
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
25+ 1.45% |
$12.6K - $14.4K
|
1.75K
$991K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
25+ 5.67% |
$12.6K - $14.4K
|
466
$263K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
25+ 0.18% |
$12.6K - $14.4K
|
14.3K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
25+ 6.35% |
$12.6K - $14.4K
|
419
$237K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
25+ 2.7% |
$12.6K - $14.4K
|
952
$538K
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
BUY
|
- |
25+ 1.26% |
$12.6K - $14.4K
|
2.02K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.37% |
$12.6K - $14.4K
|
1.86K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25New |
$12.6K - $14.4K
|
25
$14.1K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.3% |
$12.6K - $14.4K
|
8.49K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
25+ 0.12% |
$12.6K - $14.4K
|
20.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
25+ 0.99% |
$12.6K - $14.4K
|
2.55K
$1.44M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
25+ 1.72% |
$12.6K - $14.4K
|
1.48K
$834K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
24+ 1.79% |
$12.1K - $13.8K
|
1.37K
$773K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24+ 3.23% |
$12.1K - $13.8K
|
766
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
24+ 0.12% |
$12.1K - $13.8K
|
20.8K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
24+ 4.8% |
$12.1K - $13.8K
|
524
$296K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
24+ 6.27% |
$12.1K - $13.8K
|
407
$230K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
24+ 0.2% |
$12.1K - $13.8K
|
12K
$6.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23+ 4.82% |
$11.6K - $13.3K
|
500
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
23+ 5.22% |
$11.6K - $13.3K
|
464
$262K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
23+ 0.46% |
$11.6K - $13.3K
|
5.04K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 3.58% |
$11.6K - $13.3K
|
665
$376K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
23+ 0.89% |
$11.6K - $13.3K
|
2.6K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 4.91% |
$11.1K - $12.7K
|
470
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
22+ 0.99% |
$11.1K - $12.7K
|
2.24K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
22+ 3.87% |
$11.1K - $12.7K
|
591
$334K
|