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 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7- 0.87% |
$3.53K - $4.03K
|
801
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-7- 0.15% |
$3.53K - $4.03K
|
4.64K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-7- 0.86% |
$3.53K - $4.03K
|
805
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.41% |
$3.53K - $4.03K
|
1.69K
$953K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7- 0.34% |
$3.53K - $4.03K
|
2.03K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 5.74% |
$3.53K - $4.03K
|
115
$65K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.63% |
$3.53K - $4.03K
|
1.1K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.68% |
$3.53K - $4.03K
|
1.02K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-7- 0.35% |
$3.53K - $4.03K
|
1.97K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7- 1.71% |
$3.53K - $4.03K
|
402
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-7- 1.73% |
$3.53K - $4.03K
|
397
$224K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-7- 0.2% |
$3.53K - $4.03K
|
3.56K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-7- 0.13% |
$3.53K - $4.03K
|
5.42K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 7.78% |
$3.53K - $4.03K
|
83
$46.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-8- 1.13% |
$4.04K - $4.61K
|
697
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-8- 0.34% |
$4.04K - $4.61K
|
2.33K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-8- 1.65% |
$4.04K - $4.61K
|
478
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8- 0.63% |
$4.04K - $4.61K
|
1.27K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8- 0.19% |
$4.04K - $4.61K
|
4.24K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-8- 0.71% |
$4.04K - $4.61K
|
1.12K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-8- 0.29% |
$4.04K - $4.61K
|
2.73K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.83% |
$4.54K - $5.19K
|
1.08K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 1.29% |
$4.54K - $5.19K
|
689
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9- 1.62% |
$4.54K - $5.19K
|
546
$309K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-9- 0.78% |
$4.54K - $5.19K
|
1.15K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-9- 1.57% |
$4.54K - $5.19K
|
565
$319K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9- 0.04% |
$4.54K - $5.19K
|
23.5K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-9- 6.72% |
$4.54K - $5.19K
|
125
$70.6K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-10- 0.64% |
$5.05K - $5.76K
|
1.56K
$879K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-10- 19.61% |
$5.05K - $5.76K
|
41
$23.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-10- 2.21% |
$5.05K - $5.76K
|
442
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10- 1.17% |
$5.05K - $5.76K
|
843
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-10- 0.07% |
$5.05K - $5.76K
|
14.7K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-10- 1.93% |
$5.05K - $5.76K
|
508
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-10- 0.85% |
$5.05K - $5.76K
|
1.17K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10- 0.95% |
$5.05K - $5.76K
|
1.05K
$591K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10- 0.11% |
$5.05K - $5.76K
|
9.5K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10- 2.52% |
$5.05K - $5.76K
|
387
$219K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-10- 1.15% |
$5.05K - $5.76K
|
857
$484K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10- 1.35% |
$5.05K - $5.76K
|
729
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11- 0.18% |
$5.55K - $6.34K
|
6.13K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-11- 1.79% |
$5.55K - $6.34K
|
604
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 0.13% |
$5.55K - $6.34K
|
8.59K
$4.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-11- 0.36% |
$5.55K - $6.34K
|
3.02K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 1.01% |
$5.55K - $6.34K
|
1.08K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.5% |
$5.55K - $6.34K
|
2.21K
$1.25M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11- 0.13% |
$5.55K - $6.34K
|
8.29K
$4.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-12- 1.3% |
$6.06K - $6.92K
|
913
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 0.52% |
$6.06K - $6.92K
|
2.32K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-12- 2.07% |
$6.06K - $6.92K
|
567
$320K
|