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
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-56- 8.54% |
$28.3K - $32.3K
|
600
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57- 0.86% |
$28.8K - $32.8K
|
6.61K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-57- 4.39% |
$28.8K - $32.8K
|
1.24K
$701K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-58- 0.87% |
$29.3K - $33.4K
|
6.57K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-58- 0.6% |
$29.3K - $33.4K
|
9.59K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-58- 3.31% |
$29.3K - $33.4K
|
1.69K
$956K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-59- 3.8% |
$29.8K - $34K
|
1.49K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 3.2% |
$30.3K - $34.6K
|
1.81K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-60- 0.69% |
$30.3K - $34.6K
|
8.63K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-60- 1.51% |
$30.3K - $34.6K
|
3.92K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 29.7% |
$30.3K - $34.6K
|
142
$80.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-61- 1.99% |
$30.8K - $35.2K
|
3K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-61- 2.06% |
$30.8K - $35.2K
|
2.91K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-62- 2.63% |
$31.3K - $35.7K
|
2.29K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-62- 1.67% |
$31.3K - $35.7K
|
3.64K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-62- 7.49% |
$31.3K - $35.7K
|
766
$433K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-62- 8.29% |
$31.3K - $35.7K
|
686
$388K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-62- 6.24% |
$31.3K - $35.7K
|
931
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-63- 2.82% |
$31.8K - $36.3K
|
2.17K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63- 10.03% |
$31.8K - $36.3K
|
565
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-64- 2.12% |
$32.3K - $36.9K
|
2.96K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-64- 0.2% |
$32.3K - $36.9K
|
32.2K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 0.51% |
$32.3K - $36.9K
|
12.5K
$7.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-64- 0.27% |
$32.3K - $36.9K
|
23.5K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-64- 1.89% |
$32.3K - $36.9K
|
3.33K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-66- 2.03% |
$33.3K - $38K
|
3.18K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-66- 1.36% |
$33.3K - $38K
|
4.79K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-66- 4.29% |
$33.3K - $38K
|
1.47K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-66- 8.03% |
$33.3K - $38K
|
756
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-67- 1.17% |
$33.8K - $38.6K
|
5.64K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-67- 3.98% |
$33.8K - $38.6K
|
1.62K
$914K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-67- 52.76% |
$33.8K - $38.6K
|
60
$33.9K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-67- 0.03% |
$33.8K - $38.6K
|
203K
$115M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-67- 3.33% |
$33.8K - $38.6K
|
1.95K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-69- 3.45% |
$34.8K - $39.8K
|
1.93K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-69- 10.21% |
$34.8K - $39.8K
|
607
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-70- 0.49% |
$35.3K - $40.3K
|
14.3K
$8.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-70- 1.42% |
$35.3K - $40.3K
|
4.85K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-70- 0.57% |
$35.3K - $40.3K
|
12.1K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-72- 1.19% |
$36.3K - $41.5K
|
6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-72- 0.3% |
$36.3K - $41.5K
|
24.2K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.97% |
$36.3K - $41.5K
|
2.36K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-74- 0.23% |
$37.3K - $42.6K
|
32.3K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-74- 0.06% |
$37.3K - $42.6K
|
130K
$73.3M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-74- 0.72% |
$37.3K - $42.6K
|
10.1K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-74- 2.52% |
$37.3K - $42.6K
|
2.87K
$1.62M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-74- 1.29% |
$37.3K - $42.6K
|
5.65K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-75- 6.28% |
$37.9K - $43.2K
|
1.12K
$633K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 1.13% |
$37.9K - $43.2K
|
6.59K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-75- 0.25% |
$37.9K - $43.2K
|
30K
$17M
|