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 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
528+ 12.79% |
$253K - $312K
|
4.66K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
522+ 4.84% |
$251K - $308K
|
11.3K
$6.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
516+ 2.53% |
$248K - $305K
|
20.9K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
513+ 37.97% |
$246K - $303K
|
1.86K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
512New |
$246K - $302K
|
512
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
509+ 112.86% |
$244K - $301K
|
960
$551K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
507+ 2.04% |
$243K - $300K
|
25.4K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
507New |
$243K - $300K
|
507
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
507New |
$243K - $300K
|
507
$291K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
505+ 3.37% |
$242K - $298K
|
15.5K
$8.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
505+ 9.1% |
$242K - $298K
|
6.05K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
505+ 72.14% |
$242K - $298K
|
1.21K
$692K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
504New |
$242K - $298K
|
504
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
500+ 28.44% |
$240K - $295K
|
2.26K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
499+ 15.87% |
$239K - $295K
|
3.64K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
497+ 60.24% |
$239K - $294K
|
1.32K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
497+ 2.59% |
$239K - $294K
|
19.7K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
496+ 10.94% |
$238K - $293K
|
5.03K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
492+ 27.8% |
$236K - $291K
|
2.26K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
490+ 4.25% |
$235K - $289K
|
12K
$6.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
489+ 9.26% |
$235K - $289K
|
5.77K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
487+ 2.65% |
$234K - $288K
|
18.9K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
486+ 7.21% |
$233K - $287K
|
7.22K
$4.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
485+ 2.91% |
$233K - $287K
|
17.2K
$9.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
484New |
$232K - $286K
|
484
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
479+ 0.7% |
$230K - $283K
|
68.6K
$39.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
475+ 15.38% |
$228K - $281K
|
3.56K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
473+ 10.19% |
$227K - $279K
|
5.12K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 13.44% |
$226K - $278K
|
3.97K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
469New |
$225K - $277K
|
469
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
469New |
$225K - $277K
|
469
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
463+ 8.37% |
$222K - $274K
|
5.99K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
454+ 4.5% |
$218K - $268K
|
10.6K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
447+ 76.94% |
$215K - $264K
|
1.03K
$590K
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
444New |
$213K - $262K
|
444
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
443+ 2.41% |
$213K - $262K
|
18.8K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
443New |
$213K - $262K
|
443
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
440+ 2.6% |
$211K - $260K
|
17.3K
$9.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
434+ 7.58% |
$208K - $256K
|
6.16K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
433+ 61.86% |
$208K - $256K
|
1.13K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
433+ 11.79% |
$208K - $256K
|
4.11K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
433+ 2.89% |
$208K - $256K
|
15.4K
$8.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
432New |
$207K - $255K
|
432
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
431+ 23.9% |
$207K - $255K
|
2.23K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
431New |
$207K - $255K
|
431
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
430New |
$206K - $254K
|
430
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
428+ 8.83% |
$205K - $253K
|
5.27K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
427+ 2.18% |
$205K - $252K
|
20.1K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
427+ 4.47% |
$205K - $252K
|
9.97K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
423+ 12.58% |
$203K - $250K
|
3.79K
$2.17M
|