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 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.65% |
$2.52K - $2.88K
|
776
$439K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.08% |
$2.52K - $2.88K
|
5.92K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5+ 0.35% |
$2.52K - $2.88K
|
1.42K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$2.52K - $2.88K
|
1.79K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5+ 1.2% |
$2.52K - $2.88K
|
421
$238K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5+ 0.69% |
$2.52K - $2.88K
|
726
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.68% |
$2.02K - $2.31K
|
592
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4+ 0.85% |
$2.02K - $2.31K
|
474
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4+ 0.18% |
$2.02K - $2.31K
|
2.23K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
4+ 0.06% |
$2.02K - $2.31K
|
6.66K
$3.76M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.26% |
$2.02K - $2.31K
|
1.51K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 3.48% |
$2.02K - $2.31K
|
119
$67.2K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.64% |
$2.02K - $2.31K
|
628
$355K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.19% |
$2.02K - $2.31K
|
2.12K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.08% |
$2.02K - $2.31K
|
5.03K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.02K - $2.31K
|
876
$495K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 2.19% |
$1.51K - $1.73K
|
140
$79.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3+ 0.38% |
$1.51K - $1.73K
|
792
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
3+ 0.22% |
$1.51K - $1.73K
|
1.37K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3+ 0.25% |
$1.51K - $1.73K
|
1.18K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3+ 0.19% |
$1.51K - $1.73K
|
1.6K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.75% |
$1.51K - $1.73K
|
401
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3+ 0.61% |
$1.51K - $1.73K
|
493
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.51K - $1.73K
|
5.25K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3+ 0.72% |
$1.51K - $1.73K
|
418
$236K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$1.51K - $1.73K
|
1.62K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
3+ 0.77% |
$1.51K - $1.73K
|
393
$222K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3+ 0.53% |
$1.51K - $1.73K
|
564
$319K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.23% |
$1.51K - $1.73K
|
1.31K
$742K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.18% |
$1.51K - $1.73K
|
1.7K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 1.47% |
$1.01K - $1.15K
|
138
$78K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2+ 0.12% |
$1.01K - $1.15K
|
1.68K
$947K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2+ 0.17% |
$1.01K - $1.15K
|
1.19K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2+ 0.24% |
$1.01K - $1.15K
|
831
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.15K
|
9.56K
$5.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2+ 0.38% |
$1.01K - $1.15K
|
523
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.49% |
$1.01K - $1.15K
|
412
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
2+ 0.49% |
$1.01K - $1.15K
|
409
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.15% |
$1.01K - $1.15K
|
1.3K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2+ 0.05% |
$1.01K - $1.15K
|
4.21K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
2+ 0.08% |
$1.01K - $1.15K
|
2.56K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.07% |
$1.01K - $1.15K
|
2.8K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.23% |
$1.01K - $1.15K
|
869
$491K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.14% |
$1.01K - $1.15K
|
1.43K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2+ 0.4% |
$1.01K - $1.15K
|
501
$283K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$1.01K - $1.15K
|
1.59K
$897K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 0.07% |
$505 - $576
|
1.53K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.24% |
$505 - $576
|
413
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.05% |
$505 - $576
|
1.91K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$505 - $576
|
2.2K
$1.24M
|