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 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-20- 2.82% |
$10.1K - $11.5K
|
690
$390K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 0.94% |
$10.1K - $11.5K
|
2.11K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-20- 0.53% |
$10.1K - $11.5K
|
3.72K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-20- 4.22% |
$10.1K - $11.5K
|
454
$257K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-20- 2.12% |
$10.1K - $11.5K
|
924
$522K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-20- 0.84% |
$10.1K - $11.5K
|
2.36K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 2.39% |
$10.1K - $11.5K
|
817
$462K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-20- 4.49% |
$10.1K - $11.5K
|
425
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-21- 0.46% |
$10.6K - $12.1K
|
4.58K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-21- 4.31% |
$10.6K - $12.1K
|
466
$263K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 2.56% |
$10.6K - $12.1K
|
800
$452K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-21- 9.38% |
$10.6K - $12.1K
|
203
$115K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-21- 0.14% |
$10.6K - $12.1K
|
14.8K
$8.36M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-21- 0.29% |
$10.6K - $12.1K
|
7.15K
$4.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-22- 10.05% |
$11.1K - $12.7K
|
197
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 1.03% |
$11.1K - $12.7K
|
2.1K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-22- 2.89% |
$11.1K - $12.7K
|
738
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-22- 0.27% |
$11.1K - $12.7K
|
8.28K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-22- 1.64% |
$11.1K - $12.7K
|
1.32K
$744K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-22- 0.3% |
$11.1K - $12.7K
|
7.21K
$4.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-23- 0.62% |
$11.6K - $13.3K
|
3.68K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-23- 4.54% |
$11.6K - $13.3K
|
484
$274K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-23- 1.29% |
$11.6K - $13.3K
|
1.76K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-23- 5.07% |
$11.6K - $13.3K
|
431
$244K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-23- 0.31% |
$11.6K - $13.3K
|
7.4K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24- 1.68% |
$12.1K - $13.8K
|
1.41K
$795K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-24- 6.96% |
$12.1K - $13.8K
|
321
$181K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-24- 0.85% |
$12.1K - $13.8K
|
2.8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-24- 4.08% |
$12.1K - $13.8K
|
564
$319K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-25- 1.87% |
$12.6K - $14.4K
|
1.31K
$743K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 1.59% |
$12.6K - $14.4K
|
1.55K
$876K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-25- 0.17% |
$12.6K - $14.4K
|
15K
$8.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-25- 3.69% |
$12.6K - $14.4K
|
652
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 1.39% |
$12.6K - $14.4K
|
1.78K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 6.2% |
$12.6K - $14.4K
|
378
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$12.6K - $14.4K
|
12.1K
$6.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-25- 2.19% |
$12.6K - $14.4K
|
1.12K
$631K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 4.04% |
$12.6K - $14.4K
|
594
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-25- 6.25% |
$12.6K - $14.4K
|
375
$212K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-25- 5.88% |
$12.6K - $14.4K
|
400
$226K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-25- 2.17% |
$12.6K - $14.4K
|
1.13K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-25- 4.36% |
$12.6K - $14.4K
|
548
$310K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-25- 0.89% |
$12.6K - $14.4K
|
2.8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-25- 0.5% |
$12.6K - $14.4K
|
5.03K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 22.32% |
$12.6K - $14.4K
|
87
$49.2K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-26- 2.89% |
$13.1K - $15K
|
875
$494K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-26- 0.94% |
$13.1K - $15K
|
2.73K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-26- 0.46% |
$13.1K - $15K
|
5.6K
$3.17M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-26- 6.13% |
$13.1K - $15K
|
398
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 3.23% |
$13.6K - $15.6K
|
808
$457K
|