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 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-364- 0.61% |
$184K - $210K
|
59K
$33.3M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-365- 3.66% |
$184K - $210K
|
9.6K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-370- 3.79% |
$187K - $213K
|
9.39K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-370- 1.34% |
$187K - $213K
|
27.3K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-372- 95.38% |
$188K - $214K
|
18
$10.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-376- 19.84% |
$190K - $217K
|
1.52K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-376- 1.9% |
$190K - $217K
|
19.4K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-379- 3.29% |
$191K - $218K
|
11.1K
$6.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-384- 2.72% |
$194K - $221K
|
13.7K
$7.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-386- 2.67% |
$195K - $222K
|
14.1K
$7.94M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-388- 5.9% |
$196K - $224K
|
6.19K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-394- 3.01% |
$199K - $227K
|
12.7K
$7.18M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-396- 1.42% |
$200K - $228K
|
27.5K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-397- 20.53% |
$200K - $229K
|
1.54K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-397- 8.28% |
$200K - $229K
|
4.4K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-397- 22.22% |
$200K - $229K
|
1.39K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-397- 3.0% |
$200K - $229K
|
12.8K
$7.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-398- 30.36% |
$201K - $229K
|
913
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-398- 51.76% |
$201K - $229K
|
371
$210K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-398- 3.8% |
$201K - $229K
|
10.1K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Triodos Investment Management Bv
|
SELL
|
- |
-400- 0.41% |
$202K - $231K
|
96.9K
$54.7M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-408- 2.14% |
$206K - $235K
|
18.6K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-414- 0.05% |
$209K - $239K
|
778K
$440M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-418- 44.61% |
$211K - $241K
|
519
$293K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-419- 3.24% |
$211K - $241K
|
12.5K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-419- 93.53% |
$211K - $241K
|
29
$16.4K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-422- 2.15% |
$213K - $243K
|
19.2K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-423- 4.29% |
$213K - $244K
|
9.45K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-425- 6.41% |
$214K - $245K
|
6.21K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-426- 4.11% |
$215K - $246K
|
9.95K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-427- 0.91% |
$215K - $246K
|
46.7K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-431- 1.91% |
$218K - $248K
|
22.2K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-433- 2.45% |
$219K - $250K
|
17.3K
$9.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-435- 2.7% |
$220K - $251K
|
15.7K
$8.86M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-436- 0.55% |
$220K - $251K
|
78.4K
$44.3M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-438- 7.25% |
$221K - $252K
|
5.6K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-438- 2.0% |
$221K - $252K
|
21.4K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-439- 5.45% |
$222K - $253K
|
7.62K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-440- 7.59% |
$222K - $254K
|
5.36K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-443- 16.24% |
$224K - $255K
|
2.29K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-444- 5.21% |
$224K - $256K
|
8.07K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-449- 0.89% |
$227K - $259K
|
49.9K
$28.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-454- 3.8% |
$229K - $262K
|
11.5K
$6.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-454- 8.6% |
$229K - $262K
|
4.82K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-457- 3.16% |
$231K - $263K
|
14K
$7.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-459- 6.48% |
$232K - $265K
|
6.63K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-460- 20.49% |
$232K - $265K
|
1.79K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-460- 17.18% |
$232K - $265K
|
2.22K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-462- 2.54% |
$233K - $266K
|
17.7K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-462- 2.99% |
$233K - $266K
|
15K
$8.46M
|