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
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-35- 1.51% |
$17.7K - $20.2K
|
2.29K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-35- 0.7% |
$17.7K - $20.2K
|
5K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-36- 2.08% |
$18.2K - $20.7K
|
1.7K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 5.46% |
$18.2K - $20.7K
|
623
$352K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-36- 2.73% |
$18.2K - $20.7K
|
1.28K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-36- 0.71% |
$18.2K - $20.7K
|
5.02K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 8.87% |
$18.7K - $21.3K
|
380
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-37- 2.99% |
$18.7K - $21.3K
|
1.2K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.99% |
$18.7K - $21.3K
|
3.69K
$2.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 3.93% |
$19.2K - $21.9K
|
930
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-38- 0.13% |
$19.2K - $21.9K
|
29.5K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-38- 4.19% |
$19.2K - $21.9K
|
870
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-39- 6.43% |
$19.7K - $22.5K
|
568
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-39- 2.07% |
$19.7K - $22.5K
|
1.84K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-39- 6.75% |
$19.7K - $22.5K
|
539
$305K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-39- 0.3% |
$19.7K - $22.5K
|
13K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 0.13% |
$19.7K - $22.5K
|
30.3K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 2.78% |
$20.2K - $23.1K
|
1.4K
$790K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 6.05% |
$20.2K - $23.1K
|
621
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-40- 0.95% |
$20.2K - $23.1K
|
4.19K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-40- 4.02% |
$20.2K - $23.1K
|
954
$539K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-40- 0.77% |
$20.2K - $23.1K
|
5.18K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-40- 8.73% |
$20.2K - $23.1K
|
418
$236K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-40- 7.25% |
$20.2K - $23.1K
|
512
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-41- 4.81% |
$20.7K - $23.6K
|
811
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 2.28% |
$20.7K - $23.6K
|
1.76K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-42- 3.33% |
$21.2K - $24.2K
|
1.22K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-42- 85.71% |
$21.2K - $24.2K
|
7
$3.96K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-43- 2.52% |
$21.7K - $24.8K
|
1.66K
$939K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-43- 5.94% |
$21.7K - $24.8K
|
681
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-43- 3.87% |
$21.7K - $24.8K
|
1.07K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-43- 6.01% |
$21.7K - $24.8K
|
673
$380K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-43- 6.66% |
$21.7K - $24.8K
|
603
$341K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-43- 2.79% |
$21.7K - $24.8K
|
1.5K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-43- 2.47% |
$21.7K - $24.8K
|
1.7K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-43- 7.21% |
$21.7K - $24.8K
|
553
$313K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-43- 4.13% |
$21.7K - $24.8K
|
997
$563K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-44- 0.74% |
$22.2K - $25.4K
|
5.89K
$3.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 7.46% |
$22.7K - $25.9K
|
558
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 1.16% |
$22.7K - $25.9K
|
3.84K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-45- 0.33% |
$22.7K - $25.9K
|
13.4K
$7.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-45- 2.07% |
$22.7K - $25.9K
|
2.13K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-45- 0.32% |
$22.7K - $25.9K
|
14K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-46- 6.78% |
$23.2K - $26.5K
|
632
$357K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-46- 1.52% |
$23.2K - $26.5K
|
2.98K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-46- 2.93% |
$23.2K - $26.5K
|
1.52K
$860K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-46- 2.03% |
$23.2K - $26.5K
|
2.22K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 2.49% |
$23.7K - $27.1K
|
1.84K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 1.86% |
$23.7K - $27.1K
|
2.47K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-47- 8.67% |
$23.7K - $27.1K
|
495
$280K
|