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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
668+ 7.43% |
$321K - $395K
|
9.65K
$5.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
666+ 0.46% |
$320K - $393K
|
147K
$84.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
665+ 5.32% |
$319K - $393K
|
13.2K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
663+ 5.96% |
$318K - $392K
|
11.8K
$6.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
660+ 1.66% |
$317K - $390K
|
40.4K
$23.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
658+ 6.6% |
$316K - $389K
|
10.6K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
650New |
$312K - $384K
|
650
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
648+ 0.49% |
$311K - $383K
|
133K
$76.4M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
647+ 1.52% |
$311K - $382K
|
43.2K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
643+ 363.28% |
$309K - $380K
|
820
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
642New |
$308K - $379K
|
642
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
641New |
$308K - $379K
|
641
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
641+ 12.47% |
$308K - $379K
|
5.78K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
629+ 11.26% |
$302K - $372K
|
6.22K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
627New |
$301K - $370K
|
627
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
624New |
$299K - $369K
|
624
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
624+ 34.4% |
$299K - $369K
|
2.44K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
622+ 17.1% |
$299K - $367K
|
4.26K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
622+ 0.39% |
$299K - $367K
|
160K
$91.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
621+ 109.91% |
$298K - $367K
|
1.19K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
620+ 1.38% |
$298K - $366K
|
45.6K
$26.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
618New |
$297K - $365K
|
618
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
617+ 19.55% |
$296K - $364K
|
3.77K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
613New |
$294K - $362K
|
613
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
612+ 1.72% |
$294K - $362K
|
36.2K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
597+ 27.41% |
$287K - $353K
|
2.78K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
590New |
$283K - $349K
|
590
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
582+ 19.08% |
$279K - $344K
|
3.63K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
575New |
$276K - $340K
|
575
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
573+ 51.44% |
$275K - $338K
|
1.69K
$969K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
573New |
$275K - $338K
|
573
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
573+ 9.3% |
$275K - $338K
|
6.74K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
564+ 8.91% |
$271K - $333K
|
6.89K
$3.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
563+ 1.08% |
$270K - $333K
|
52.6K
$30.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
560New |
$269K - $331K
|
560
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
556+ 17.2% |
$267K - $328K
|
3.79K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
556+ 0.61% |
$267K - $328K
|
91.1K
$52.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
555+ 8.17% |
$266K - $328K
|
7.35K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
555+ 15.25% |
$266K - $328K
|
4.2K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
554New |
$266K - $327K
|
554
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
551New |
$264K - $325K
|
551
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
548+ 3.97% |
$263K - $324K
|
14.4K
$8.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
546New |
$262K - $323K
|
546
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
544+ 0.95% |
$261K - $321K
|
58K
$33.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
540+ 75.1% |
$259K - $319K
|
1.26K
$723K
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
540+ 4.85% |
$259K - $319K
|
11.7K
$6.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
538+ 2.38% |
$258K - $318K
|
23.2K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
537New |
$258K - $317K
|
537
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
533+ 10.62% |
$256K - $315K
|
5.55K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
530+ 31.77% |
$254K - $313K
|
2.2K
$1.26M
|