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 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-27- 4.99% |
$13.6K - $15.6K
|
514
$290K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-27- 1.24% |
$13.6K - $15.6K
|
2.16K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-28- 1.58% |
$14.1K - $16.1K
|
1.74K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-28- 0.23% |
$14.1K - $16.1K
|
12.4K
$7.01M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-28- 1.64% |
$14.1K - $16.1K
|
1.68K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-28- 0.36% |
$14.1K - $16.1K
|
7.81K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-28- 1.98% |
$14.1K - $16.1K
|
1.38K
$782K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$14.6K - $16.7K
|
2.85K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-29- 2.1% |
$14.6K - $16.7K
|
1.35K
$764K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-29- 0.25% |
$14.6K - $16.7K
|
11.7K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-29- 2.86% |
$14.6K - $16.7K
|
985
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-29- 3.66% |
$14.6K - $16.7K
|
763
$431K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-29- 7.34% |
$14.6K - $16.7K
|
366
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 0.54% |
$15.1K - $17.3K
|
5.53K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-30- 1.42% |
$15.1K - $17.3K
|
2.08K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-30- 1.24% |
$15.1K - $17.3K
|
2.4K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-30- 5.62% |
$15.1K - $17.3K
|
504
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-30- 1.63% |
$15.1K - $17.3K
|
1.81K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-30- 0.21% |
$15.1K - $17.3K
|
14.1K
$7.97M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-30- 1.31% |
$15.1K - $17.3K
|
2.25K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-31- 2.65% |
$15.6K - $17.9K
|
1.14K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-31- 0.96% |
$15.6K - $17.9K
|
3.2K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-31- 0.21% |
$15.6K - $17.9K
|
14.8K
$8.34M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-31- 0.14% |
$15.6K - $17.9K
|
22.3K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.08% |
$15.6K - $17.9K
|
2.85K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-31- 1.23% |
$15.6K - $17.9K
|
2.48K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31- 2.64% |
$15.6K - $17.9K
|
1.14K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-31- 2.57% |
$15.6K - $17.9K
|
1.17K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-31- 1.21% |
$15.6K - $17.9K
|
2.53K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-32- 1.58% |
$16.1K - $18.4K
|
1.99K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-32- 6.65% |
$16.1K - $18.4K
|
449
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-32- 3.43% |
$16.1K - $18.4K
|
902
$510K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-32- 2.01% |
$16.1K - $18.4K
|
1.56K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-32- 3.96% |
$16.1K - $18.4K
|
776
$439K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-32- 6.99% |
$16.1K - $18.4K
|
426
$241K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-32- 1.2% |
$16.1K - $18.4K
|
2.64K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-33- 7.48% |
$16.7K - $19K
|
408
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-33- 5.42% |
$16.7K - $19K
|
576
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-33- 3.26% |
$16.7K - $19K
|
980
$554K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-33- 1.41% |
$16.7K - $19K
|
2.31K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-34- 5.04% |
$17.2K - $19.6K
|
641
$362K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-34- 1.13% |
$17.2K - $19.6K
|
2.98K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-35- 2.51% |
$17.7K - $20.2K
|
1.36K
$767K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-35- 0.24% |
$17.7K - $20.2K
|
14.6K
$8.25M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-35- 4.06% |
$17.7K - $20.2K
|
827
$467K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-35- 1.4% |
$17.7K - $20.2K
|
2.47K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 3.7% |
$17.7K - $20.2K
|
910
$514K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-35- 0.59% |
$17.7K - $20.2K
|
5.89K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-35- 0.96% |
$17.7K - $20.2K
|
3.63K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-35- 1.42% |
$17.7K - $20.2K
|
2.42K
$1.37M
|