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 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-12- 1.47% |
$6.06K - $6.92K
|
804
$454K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12- 0.07% |
$6.06K - $6.92K
|
16.9K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-12- 0.61% |
$6.06K - $6.92K
|
1.94K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.14% |
$6.56K - $7.49K
|
1.13K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-13- 1.68% |
$6.56K - $7.49K
|
759
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-13- 2.74% |
$6.56K - $7.49K
|
462
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-13- 0.47% |
$6.56K - $7.49K
|
2.77K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 1.1% |
$6.56K - $7.49K
|
1.17K
$658K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 1.99% |
$7.07K - $8.07K
|
691
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-14- 0.77% |
$7.07K - $8.07K
|
1.8K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-14- 2.69% |
$7.07K - $8.07K
|
507
$287K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.32% |
$7.07K - $8.07K
|
4.33K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-14- 0.63% |
$7.07K - $8.07K
|
2.2K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14- 1.66% |
$7.07K - $8.07K
|
827
$467K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-14- 3.22% |
$7.07K - $8.07K
|
421
$238K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-14- 0.38% |
$7.07K - $8.07K
|
3.62K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-15- 2.18% |
$7.57K - $8.64K
|
673
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.13% |
$7.57K - $8.64K
|
11.8K
$6.66M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15- 0.54% |
$7.57K - $8.64K
|
2.76K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-15- 2.56% |
$7.57K - $8.64K
|
572
$323K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-15- 1.49% |
$7.57K - $8.64K
|
990
$559K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-15- 3.45% |
$7.57K - $8.64K
|
420
$237K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.05% |
$7.57K - $8.64K
|
29.7K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-15- 0.37% |
$7.57K - $8.64K
|
4.02K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-16- 3.56% |
$8.07K - $9.22K
|
434
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-16- 2.07% |
$8.07K - $9.22K
|
756
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 2.68% |
$8.07K - $9.22K
|
581
$328K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.42% |
$8.07K - $9.22K
|
1.11K
$628K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.74% |
$8.58K - $9.8K
|
91
$51.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-17- 1.17% |
$8.58K - $9.8K
|
1.44K
$815K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 25.76% |
$8.58K - $9.8K
|
49
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.51% |
$8.58K - $9.8K
|
3.32K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-17- 1.38% |
$8.58K - $9.8K
|
1.21K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18- 0.53% |
$9.08K - $10.4K
|
3.4K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-18- 0.39% |
$9.08K - $10.4K
|
4.59K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-18- 1.5% |
$9.08K - $10.4K
|
1.18K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18- 5.26% |
$9.08K - $10.4K
|
324
$183K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18- 0.04% |
$9.08K - $10.4K
|
44.1K
$24.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-19- 0.7% |
$9.59K - $10.9K
|
2.7K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-19- 1.12% |
$9.59K - $10.9K
|
1.68K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 0.88% |
$9.59K - $10.9K
|
2.15K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-20- 1.36% |
$10.1K - $11.5K
|
1.45K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 6.08% |
$10.1K - $11.5K
|
309
$175K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-20- 2.68% |
$10.1K - $11.5K
|
725
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-20- 4.6% |
$10.1K - $11.5K
|
415
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-20- 0.04% |
$10.1K - $11.5K
|
44.5K
$25.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-20- 2.01% |
$10.1K - $11.5K
|
975
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 7.69% |
$10.1K - $11.5K
|
240
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-20- 2.14% |
$10.1K - $11.5K
|
914
$517K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-20- 0.77% |
$10.1K - $11.5K
|
2.59K
$1.46M
|