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 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.77% |
$5.05K - $5.76K
|
371
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 1.67% |
$5.05K - $5.76K
|
610
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.32% |
$5.05K - $5.76K
|
3.15K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
10+ 0.71% |
$5.05K - $5.76K
|
1.41K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.26% |
$5.05K - $5.76K
|
806
$455K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.51% |
$5.05K - $5.76K
|
1.99K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10+ 0.09% |
$5.05K - $5.76K
|
11K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$5.05K - $5.76K
|
10
$5.65K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
9+ 0.61% |
$4.54K - $5.19K
|
1.49K
$840K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.76% |
$4.54K - $5.19K
|
520
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 7.26% |
$4.54K - $5.19K
|
133
$75.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9+ 1.68% |
$4.54K - $5.19K
|
546
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$5.09K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
9+ 9.0% |
$4.54K - $5.19K
|
109
$61.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$5.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
9+ 0.1% |
$4.54K - $5.19K
|
9.12K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 1.88% |
$4.54K - $5.19K
|
489
$276K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$5.09K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.08% |
$4.54K - $5.19K
|
11.3K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$4.04K - $4.61K
|
9.2K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8+ 1.66% |
$4.04K - $4.61K
|
489
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 9.64% |
$4.04K - $4.61K
|
91
$51.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.07% |
$4.04K - $4.61K
|
10.8K
$6.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
8+ 0.37% |
$4.04K - $4.61K
|
2.19K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.17% |
$4.04K - $4.61K
|
4.85K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.91% |
$4.04K - $4.61K
|
884
$500K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.36% |
$4.04K - $4.61K
|
2.21K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8+ 1.62% |
$4.04K - $4.61K
|
501
$283K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.52K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8+ 0.87% |
$4.04K - $4.61K
|
931
$526K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
8+ 1.25% |
$4.04K - $4.61K
|
650
$367K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8+ 0.34% |
$4.04K - $4.61K
|
2.33K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.8% |
$3.53K - $4.03K
|
887
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7+ 0.3% |
$3.53K - $4.03K
|
2.37K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.85% |
$3.53K - $4.03K
|
829
$468K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 7.0% |
$3.53K - $4.03K
|
107
$60.5K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
7+ 1.33% |
$3.53K - $4.03K
|
535
$302K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7+ 0.17% |
$3.53K - $4.03K
|
4.07K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.18% |
$3.53K - $4.03K
|
3.87K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.22% |
$3.53K - $4.03K
|
3.24K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
7+ 1.9% |
$3.53K - $4.03K
|
376
$212K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7New |
$3.53K - $4.03K
|
7
$3.96K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.12% |
$3.53K - $4.03K
|
5.7K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6+ 0.32% |
$3.03K - $3.46K
|
1.91K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6+ 0.56% |
$3.03K - $3.46K
|
1.09K
$614K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 1.15% |
$2.52K - $2.88K
|
438
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5+ 6.58% |
$2.52K - $2.88K
|
81
$45.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5+ 1.02% |
$2.52K - $2.88K
|
496
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.25% |
$2.52K - $2.88K
|
1.97K
$1.11M
|