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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-188- 21.17% |
$94.9K - $108K
|
700
$396K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-188- 3.03% |
$94.9K - $108K
|
6.03K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-190- 5.36% |
$95.9K - $109K
|
3.35K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-190- 2.43% |
$95.9K - $109K
|
7.62K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-190- 32.04% |
$95.9K - $109K
|
403
$228K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-190- 5.69% |
$95.9K - $109K
|
3.15K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-191- 3.52% |
$96.4K - $110K
|
5.23K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-192- 25.36% |
$96.9K - $111K
|
565
$319K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-193- 11.93% |
$97.4K - $111K
|
1.43K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-193- 16.47% |
$97.4K - $111K
|
979
$553K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-193- 1.66% |
$97.4K - $111K
|
11.4K
$6.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-194- 0.82% |
$97.9K - $112K
|
23.4K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-199- 1.71% |
$100K - $115K
|
11.5K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-200- 0.58% |
$101K - $115K
|
34.5K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200- 0.79% |
$101K - $115K
|
25.1K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-201- 26.04% |
$101K - $116K
|
571
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-202- 3.9% |
$102K - $116K
|
4.98K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-202- 1.31% |
$102K - $116K
|
15.3K
$8.63M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-205- 87.23% |
$103K - $118K
|
30
$17K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-206- 34.74% |
$104K - $119K
|
387
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.31% |
$105K - $120K
|
67.5K
$38.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-209- 19.1% |
$105K - $120K
|
885
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-211- 4.33% |
$106K - $122K
|
4.66K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-212- 25.21% |
$107K - $122K
|
629
$355K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-212- 1.4% |
$107K - $122K
|
14.9K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-212- 1.56% |
$107K - $122K
|
13.4K
$7.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-213- 1.28% |
$107K - $123K
|
16.5K
$9.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-215- 1.49% |
$109K - $124K
|
14.2K
$8.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-215- 26.48% |
$109K - $124K
|
597
$337K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-218- 13.4% |
$110K - $126K
|
1.41K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-219- 0.84% |
$111K - $126K
|
26K
$14.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-220- 3.21% |
$111K - $127K
|
6.64K
$3.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-220- 9.05% |
$111K - $127K
|
2.21K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-220- 12.9% |
$111K - $127K
|
1.49K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-220- 2.6% |
$111K - $127K
|
8.24K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-222- 4.27% |
$112K - $128K
|
4.97K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-223- 2.45% |
$113K - $129K
|
8.89K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-223- 68.4% |
$113K - $129K
|
103
$58.2K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-224- 19.18% |
$113K - $129K
|
944
$533K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-224- 99.56% |
$113K - $129K
|
1
$565
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-225- 4.17% |
$114K - $130K
|
5.17K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-225- 1.36% |
$114K - $130K
|
16.3K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-226- 6.2% |
$114K - $130K
|
3.42K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-227- 10.59% |
$115K - $131K
|
1.92K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-230- 2.98% |
$116K - $133K
|
7.48K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-230- 8.32% |
$116K - $133K
|
2.53K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-232- 1.57% |
$117K - $134K
|
14.5K
$8.21M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-233- 7.85% |
$118K - $134K
|
2.74K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-234- 27.27% |
$118K - $135K
|
624
$353K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-235- 2.46% |
$119K - $135K
|
9.31K
$5.26M
|