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 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-155- 1.23% |
$78.2K - $89.3K
|
12.4K
$7.01M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-156- 16.15% |
$78.7K - $89.9K
|
810
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 25.73% |
$79.7K - $91.1K
|
456
$258K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-158- 12.44% |
$79.7K - $91.1K
|
1.11K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 3.25% |
$80.7K - $92.2K
|
4.77K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-160- 8.1% |
$80.7K - $92.2K
|
1.82K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-160- 13.71% |
$80.7K - $92.2K
|
1.01K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-161- 1.85% |
$81.3K - $92.8K
|
8.56K
$4.84M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-161- 4.54% |
$81.3K - $92.8K
|
3.38K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-162- 0.63% |
$81.8K - $93.4K
|
25.6K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-162- 7.27% |
$81.8K - $93.4K
|
2.07K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-162- 8.39% |
$81.8K - $93.4K
|
1.77K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-163- 19.64% |
$82.3K - $93.9K
|
667
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-163- 7.61% |
$82.3K - $93.9K
|
1.98K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.38% |
$82.3K - $93.9K
|
6.67K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-165- 7.64% |
$83.3K - $95.1K
|
2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-165- 85.05% |
$83.3K - $95.1K
|
29
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-167- 2.94% |
$84.3K - $96.2K
|
5.52K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-168- 5.0% |
$84.8K - $96.8K
|
3.19K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-170- 9.29% |
$85.8K - $98K
|
1.66K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-172- 3.43% |
$86.8K - $99.1K
|
4.85K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-173- 1.55% |
$87.3K - $99.7K
|
11K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-173- 3.03% |
$87.3K - $99.7K
|
5.53K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 21.07% |
$87.8K - $100K
|
652
$368K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-174- 2.07% |
$87.8K - $100K
|
8.22K
$4.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-175- 2.46% |
$88.3K - $101K
|
6.93K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-175- 27.91% |
$88.3K - $101K
|
452
$255K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-175- 27.56% |
$88.3K - $101K
|
460
$260K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-175- 6.44% |
$88.3K - $101K
|
2.54K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-175- 4.0% |
$88.3K - $101K
|
4.2K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-176- 7.72% |
$88.8K - $101K
|
2.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-177- 18.63% |
$89.3K - $102K
|
773
$437K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-178- 15.56% |
$89.8K - $103K
|
966
$546K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-179- 2.42% |
$90.3K - $103K
|
7.21K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-179- 0.13% |
$90.3K - $103K
|
135K
$76.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-182- 11.26% |
$91.8K - $105K
|
1.43K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-182- 2.06% |
$91.8K - $105K
|
8.66K
$4.89M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-182- 12.35% |
$91.8K - $105K
|
1.29K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-183- 9.08% |
$92.4K - $105K
|
1.83K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-183- 4.56% |
$92.4K - $105K
|
3.83K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-184- 4.16% |
$92.9K - $106K
|
4.24K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-184- 1.78% |
$92.9K - $106K
|
10.2K
$5.75M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-184- 4.58% |
$92.9K - $106K
|
3.83K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-185- 9.44% |
$93.4K - $107K
|
1.78K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-185- 3.19% |
$93.4K - $107K
|
5.61K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-185- 14.45% |
$93.4K - $107K
|
1.1K
$619K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-186- 2.88% |
$93.9K - $107K
|
6.26K
$3.54M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-186- 18.66% |
$93.9K - $107K
|
811
$458K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-187- 0.82% |
$94.4K - $108K
|
22.6K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-188- 6.66% |
$94.9K - $108K
|
2.64K
$1.49M
|