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 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22+ 0.35% |
$11.1K - $12.7K
|
6.3K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
22+ 0.39% |
$11.1K - $12.7K
|
5.66K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
22New |
$11.1K - $12.7K
|
22
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22+ 1.33% |
$11.1K - $12.7K
|
1.67K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 2.43% |
$11.1K - $12.7K
|
929
$525K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
22+ 0.72% |
$11.1K - $12.7K
|
3.08K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
21+ 1.22% |
$10.6K - $12.1K
|
1.74K
$985K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
21+ 2.75% |
$10.6K - $12.1K
|
786
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 9.09% |
$10.1K - $11.5K
|
240
$136K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20+ 0.78% |
$10.1K - $11.5K
|
2.58K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
20+ 2.99% |
$10.1K - $11.5K
|
689
$389K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
20+ 0.05% |
$10.1K - $11.5K
|
44.3K
$25M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 1.13% |
$9.59K - $10.9K
|
1.7K
$959K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.14% |
$9.59K - $10.9K
|
1.69K
$957K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
19+ 4.96% |
$9.59K - $10.9K
|
402
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
19+ 1.83% |
$9.59K - $10.9K
|
1.06K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 3.65% |
$9.59K - $10.9K
|
540
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 1.96% |
$9.59K - $10.9K
|
986
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19+ 0.2% |
$9.59K - $10.9K
|
9.63K
$5.44M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19+ 2.73% |
$9.59K - $10.9K
|
715
$404K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19+ 0.34% |
$9.59K - $10.9K
|
5.57K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
19+ 5.92% |
$9.59K - $10.9K
|
340
$192K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
19+ 4.65% |
$9.59K - $10.9K
|
428
$242K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19+ 18.1% |
$9.59K - $10.9K
|
124
$70.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$9.08K - $10.4K
|
5.37K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
18+ 4.51% |
$9.08K - $10.4K
|
417
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
18+ 0.17% |
$9.08K - $10.4K
|
10.7K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
18+ 27.69% |
$9.08K - $10.4K
|
83
$46.9K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
18+ 2.57% |
$9.08K - $10.4K
|
718
$406K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
18+ 2.93% |
$9.08K - $10.4K
|
632
$357K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18+ 51.43% |
$9.08K - $10.4K
|
53
$30K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 85.0% |
$8.58K - $9.8K
|
37
$20.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 1.94% |
$8.58K - $9.8K
|
894
$505K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
17+ 1.03% |
$8.58K - $9.8K
|
1.67K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17+ 0.88% |
$8.58K - $9.8K
|
1.96K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17+ 3.92% |
$8.58K - $9.8K
|
451
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16+ 2.64% |
$8.07K - $9.22K
|
623
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
16+ 3.48% |
$8.07K - $9.22K
|
476
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
16+ 4.12% |
$8.07K - $9.22K
|
404
$228K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.86% |
$8.07K - $9.22K
|
1.88K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16+ 3.47% |
$8.07K - $9.22K
|
477
$270K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
16+ 2.63% |
$8.07K - $9.22K
|
625
$353K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
16+ 0.53% |
$8.07K - $9.22K
|
3.05K
$1.72M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
16+ 3.95% |
$8.07K - $9.22K
|
421
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$7.57K - $8.64K
|
8.94K
$5.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 0.95% |
$7.57K - $8.64K
|
1.6K
$901K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15+ 0.09% |
$7.57K - $8.64K
|
16K
$9.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.23% |
$7.57K - $8.64K
|
6.43K
$3.63M
|