Purchases and Sales Made in Q2 2025 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
860+ 128.94% |
$413K - $508K
|
1.53K
$877K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
857+ 33.31% |
$411K - $506K
|
3.43K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
851+ 15.31% |
$408K - $503K
|
6.41K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
847+ 19.63% |
$406K - $500K
|
5.16K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
846+ 4.02% |
$406K - $500K
|
21.9K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
826+ 0.58% |
$396K - $488K
|
142K
$81.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
820New |
$394K - $484K
|
820
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
820+ 64.11% |
$394K - $484K
|
2.1K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
815+ 16.45% |
$391K - $481K
|
5.77K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
808+ 6.81% |
$388K - $477K
|
12.7K
$7.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
807+ 3.87% |
$387K - $477K
|
21.6K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
807+ 6.74% |
$387K - $477K
|
12.8K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
806+ 18.83% |
$387K - $476K
|
5.09K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
801+ 237.69% |
$384K - $473K
|
1.14K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
798+ 2.95% |
$383K - $471K
|
27.8K
$16M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
794New |
$381K - $469K
|
794
$456K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
789New |
$379K - $466K
|
789
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
788+ 157.29% |
$378K - $466K
|
1.29K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
787+ 4.16% |
$378K - $465K
|
19.7K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
784+ 4.11% |
$376K - $463K
|
19.9K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
781New |
$375K - $461K
|
781
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
777+ 3.24% |
$373K - $459K
|
24.8K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
775+ 39.34% |
$372K - $458K
|
2.75K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
755New |
$362K - $446K
|
755
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
741New |
$356K - $438K
|
741
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
738New |
$354K - $436K
|
738
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
736+ 10.33% |
$353K - $435K
|
7.86K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
733+ 2.92% |
$352K - $433K
|
25.9K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
729New |
$350K - $431K
|
729
$419K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
727+ 5.08% |
$349K - $429K
|
15K
$8.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
721+ 42.89% |
$346K - $426K
|
2.4K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
719New |
$345K - $425K
|
719
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
716+ 6.53% |
$344K - $423K
|
11.7K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
716+ 139.03% |
$344K - $423K
|
1.23K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
714+ 3570.0% |
$343K - $422K
|
734
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
710New |
$341K - $419K
|
710
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
708+ 0.35% |
$340K - $418K
|
204K
$117M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
705New |
$338K - $416K
|
705
$405K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
700+ 164.32% |
$336K - $414K
|
1.13K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
698New |
$335K - $412K
|
698
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
697+ 56.81% |
$335K - $412K
|
1.92K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
696+ 0.53% |
$334K - $411K
|
133K
$76.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
695+ 5.41% |
$334K - $411K
|
13.5K
$7.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
694+ 20.07% |
$333K - $410K
|
4.15K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
690+ 8.78% |
$331K - $408K
|
8.55K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
683+ 9.0% |
$328K - $403K
|
8.28K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
679New |
$326K - $401K
|
679
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
677+ 10.74% |
$325K - $400K
|
6.98K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
672New |
$323K - $397K
|
672
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
668+ 0.97% |
$321K - $395K
|
69.6K
$39.9M
|