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 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-235- 72.09% |
$119K - $135K
|
91
$51.4K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-236- 1.19% |
$119K - $136K
|
19.5K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-238- 4.14% |
$120K - $137K
|
5.52K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-239- 1.43% |
$121K - $138K
|
16.5K
$9.31M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-240- 2.32% |
$121K - $138K
|
10.1K
$5.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-241- 0.95% |
$122K - $139K
|
25.1K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-241- 0.86% |
$122K - $139K
|
27.8K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-241- 4.39% |
$122K - $139K
|
5.25K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-241- 2.86% |
$122K - $139K
|
8.18K
$4.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-245- 1.01% |
$124K - $141K
|
24K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-245- 6.9% |
$124K - $141K
|
3.31K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-245- 3.28% |
$124K - $141K
|
7.22K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-246- 1.59% |
$124K - $142K
|
15.3K
$8.63M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-246- 37.61% |
$124K - $142K
|
408
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-248- 1.43% |
$125K - $143K
|
17.1K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-249- 0.39% |
$126K - $144K
|
63.1K
$35.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-250- 8.01% |
$126K - $144K
|
2.87K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-250- 11.85% |
$126K - $144K
|
1.86K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-250- 0.79% |
$126K - $144K
|
31.3K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-251- 2.71% |
$127K - $145K
|
9K
$5.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-252- 5.03% |
$127K - $145K
|
4.76K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-255- 20.82% |
$129K - $147K
|
970
$548K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-259- 2.67% |
$131K - $149K
|
9.43K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-260- 0.37% |
$131K - $150K
|
70K
$39.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-261- 9.78% |
$132K - $150K
|
2.41K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-262- 27.46% |
$132K - $151K
|
692
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-263- 91.0% |
$133K - $152K
|
26
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-265- 2.59% |
$134K - $153K
|
9.97K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-265- 5.07% |
$134K - $153K
|
4.97K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-266- 39.76% |
$134K - $153K
|
403
$228K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-268- 0.23% |
$135K - $154K
|
116K
$65.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-269- 1.73% |
$136K - $155K
|
15.3K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-270- 0.5% |
$136K - $156K
|
53.5K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-271- 1.51% |
$137K - $156K
|
17.6K
$9.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-275- 34.12% |
$139K - $158K
|
531
$300K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-275- 19.35% |
$139K - $158K
|
1.15K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-279- 28.18% |
$141K - $161K
|
711
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-281- 0.19% |
$142K - $162K
|
149K
$84.4M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-281- 24.02% |
$142K - $162K
|
889
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-287- 26.95% |
$145K - $165K
|
778
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-287- 7.36% |
$145K - $165K
|
3.62K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-288- 5.25% |
$145K - $166K
|
5.2K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-288- 2.23% |
$145K - $166K
|
12.6K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-288- 11.88% |
$145K - $166K
|
2.14K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-290- 4.12% |
$146K - $167K
|
6.74K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-292- 5.57% |
$147K - $168K
|
4.95K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-294- 6.72% |
$148K - $169K
|
4.08K
$2.31M
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
SELL
|
- |
-295- 3.56% |
$149K - $170K
|
7.99K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-297- 5.44% |
$150K - $171K
|
5.16K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-298- 2.76% |
$150K - $172K
|
10.5K
$5.93M
|