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 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 3.13% |
$7.57K - $8.64K
|
495
$280K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
15+ 1.95% |
$7.57K - $8.64K
|
784
$443K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 2.69% |
$7.57K - $8.64K
|
573
$324K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 1.53% |
$7.57K - $8.64K
|
994
$562K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.48% |
$7.57K - $8.64K
|
446
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 0.76% |
$7.07K - $8.07K
|
1.85K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 1.76% |
$7.07K - $8.07K
|
809
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14+ 0.63% |
$7.07K - $8.07K
|
2.25K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14+ 2.62% |
$7.07K - $8.07K
|
549
$310K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14+ 3.47% |
$7.07K - $8.07K
|
418
$236K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 3.93% |
$7.07K - $8.07K
|
370
$209K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
14+ 2.12% |
$7.07K - $8.07K
|
675
$381K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14New |
$7.07K - $8.07K
|
14
$7.91K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14+ 0.19% |
$7.07K - $8.07K
|
7.45K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
14+ 0.17% |
$7.07K - $8.07K
|
8.11K
$4.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13+ 0.12% |
$6.56K - $7.49K
|
10.8K
$6.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13+ 1.15% |
$6.56K - $7.49K
|
1.14K
$646K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
13+ 1.06% |
$6.56K - $7.49K
|
1.24K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
13+ 1.7% |
$6.56K - $7.49K
|
778
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13+ 1.16% |
$6.56K - $7.49K
|
1.14K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
13+ 1.36% |
$6.56K - $7.49K
|
969
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
13+ 1.81% |
$6.56K - $7.49K
|
733
$414K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 1.16% |
$6.56K - $7.49K
|
1.14K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.08% |
$6.56K - $7.49K
|
15.5K
$8.74M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$6.56K - $7.49K
|
13
$7.35K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 1.56% |
$6.06K - $6.92K
|
782
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12+ 1.0% |
$6.06K - $6.92K
|
1.21K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
12+ 1.92% |
$6.06K - $6.92K
|
638
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
12+ 1.14% |
$6.06K - $6.92K
|
1.06K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$6.06K - $6.92K
|
10K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.81% |
$6.06K - $6.92K
|
1.5K
$845K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
12+ 1.56% |
$6.06K - $6.92K
|
782
$442K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12+ 0.02% |
$6.06K - $6.92K
|
76.5K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12+ 20.0% |
$6.06K - $6.92K
|
72
$40.7K
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
12+ 0.02% |
$6.06K - $6.92K
|
67.1K
$37.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.46% |
$5.55K - $6.34K
|
2.38K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
11+ 0.37% |
$5.55K - $6.34K
|
3K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
11+ 0.35% |
$5.55K - $6.34K
|
3.14K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
11+ 1.56% |
$5.55K - $6.34K
|
718
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 17.46% |
$5.55K - $6.34K
|
74
$41.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 1.86% |
$5.55K - $6.34K
|
602
$340K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 10.38% |
$5.55K - $6.34K
|
117
$66.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.01% |
$5.55K - $6.34K
|
165K
$93.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11+ 0.04% |
$5.55K - $6.34K
|
31.1K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
11+ 0.07% |
$5.55K - $6.34K
|
15.5K
$8.76M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11+ 1.38% |
$5.55K - $6.34K
|
811
$458K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
10+ 2.12% |
$5.05K - $5.76K
|
481
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.1% |
$5.05K - $5.76K
|
10.4K
$5.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10New |
$5.05K - $5.76K
|
10
$5.65K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
10+ 0.11% |
$5.05K - $5.76K
|
8.79K
$4.97M
|