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 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-2- 0.29% |
$1.01K - $1.15K
|
693
$392K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-2- 0.07% |
$1.01K - $1.15K
|
2.73K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3- 0.24% |
$1.51K - $1.73K
|
1.24K
$701K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3- 0.14% |
$1.51K - $1.73K
|
2.12K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3- 0.58% |
$1.51K - $1.73K
|
516
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.1% |
$1.51K - $1.73K
|
2.95K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3- 0.36% |
$1.51K - $1.73K
|
832
$470K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 1.61% |
$1.51K - $1.73K
|
183
$103K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.12% |
$1.51K - $1.73K
|
2.59K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-4- 0.98% |
$2.02K - $2.31K
|
405
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 4.55% |
$2.02K - $2.31K
|
84
$47.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.82% |
$2.02K - $2.31K
|
484
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4- 0.14% |
$2.02K - $2.31K
|
2.94K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.32% |
$2.02K - $2.31K
|
1.24K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 4.26% |
$2.02K - $2.31K
|
90
$50.9K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4- 1.03% |
$2.02K - $2.31K
|
385
$218K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4- 0.82% |
$2.02K - $2.31K
|
484
$274K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4- 0.39% |
$2.02K - $2.31K
|
1.01K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4- 0.22% |
$2.02K - $2.31K
|
1.82K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5- 0.47% |
$2.52K - $2.88K
|
1.05K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5- 0.61% |
$2.52K - $2.88K
|
818
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 27.78% |
$2.52K - $2.88K
|
13
$7.35K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-5- 0.31% |
$2.52K - $2.88K
|
1.6K
$903K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-5- 1.29% |
$2.52K - $2.88K
|
384
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5- 0.44% |
$2.52K - $2.88K
|
1.13K
$640K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-5- 0.38% |
$2.52K - $2.88K
|
1.31K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5- 0.92% |
$2.52K - $2.88K
|
540
$305K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5- 0.33% |
$2.52K - $2.88K
|
1.49K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.21% |
$2.52K - $2.88K
|
2.32K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5- 2.75% |
$2.52K - $2.88K
|
177
$100K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$2.52K - $2.88K
|
6.48K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5- 0.29% |
$2.52K - $2.88K
|
1.71K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5- 0.21% |
$2.52K - $2.88K
|
2.35K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-5- 4.13% |
$2.52K - $2.88K
|
116
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-5- 1.21% |
$2.52K - $2.88K
|
407
$230K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.77% |
$2.52K - $2.88K
|
646
$365K
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-5- 0.7% |
$2.52K - $2.88K
|
711
$402K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-5- 0.34% |
$2.52K - $2.88K
|
1.48K
$835K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5- 0.28% |
$2.52K - $2.88K
|
1.78K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-6- 0.6% |
$3.03K - $3.46K
|
989
$559K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-6- 0.27% |
$3.03K - $3.46K
|
2.26K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6- 0.11% |
$3.03K - $3.46K
|
5.53K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-6- 0.05% |
$3.03K - $3.46K
|
11.1K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.05% |
$3.03K - $3.46K
|
11.1K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-6- 1.16% |
$3.03K - $3.46K
|
512
$289K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-6- 0.93% |
$3.03K - $3.46K
|
637
$360K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.67% |
$3.03K - $3.46K
|
887
$501K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-6- 1.13% |
$3.03K - $3.46K
|
527
$298K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6- 1.13% |
$3.03K - $3.46K
|
527
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$3.53K - $4.03K
|
1.6K
$904K
|