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 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
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
420+ 113.82% |
$202K - $248K
|
789
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
BUY
|
- |
420+ 0.93% |
$202K - $248K
|
45.4K
$26.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
420+ 1.11% |
$202K - $248K
|
38.4K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
420+ 21.73% |
$202K - $248K
|
2.35K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
419+ 1.59% |
$201K - $248K
|
26.9K
$15.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
419+ 3.45% |
$201K - $248K
|
12.6K
$7.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
418New |
$201K - $247K
|
418
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
417+ 7.65% |
$200K - $246K
|
5.87K
$3.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
417+ 34.26% |
$200K - $246K
|
1.63K
$938K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
417+ 5.0% |
$200K - $246K
|
8.75K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
415New |
$199K - $245K
|
415
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
414New |
$199K - $245K
|
414
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
413+ 32.39% |
$198K - $244K
|
1.69K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
413+ 3.29% |
$198K - $244K
|
13K
$7.45M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
412New |
$198K - $243K
|
412
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
412New |
$198K - $243K
|
412
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
412New |
$198K - $243K
|
412
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
410+ 0.81% |
$197K - $242K
|
51.3K
$29.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
409+ 53.67% |
$196K - $242K
|
1.17K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
409+ 5.1% |
$196K - $242K
|
8.43K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
409+ 0.57% |
$196K - $242K
|
72.4K
$41.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
408+ 3.03% |
$196K - $241K
|
13.9K
$7.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
406New |
$195K - $240K
|
406
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
406+ 6.14% |
$195K - $240K
|
7.02K
$4.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
404+ 5.0% |
$194K - $239K
|
8.48K
$4.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
404New |
$194K - $239K
|
404
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
401+ 25.03% |
$192K - $237K
|
2K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
400New |
$192K - $236K
|
400
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
400+ 26.94% |
$192K - $236K
|
1.89K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
400+ 80.0% |
$192K - $236K
|
900
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
399+ 5.98% |
$191K - $236K
|
7.07K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
398+ 8.95% |
$191K - $235K
|
4.85K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
398+ 38.79% |
$191K - $235K
|
1.42K
$818K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
397New |
$191K - $235K
|
397
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
394New |
$189K - $233K
|
394
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
392+ 2.02% |
$188K - $232K
|
19.8K
$11.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389+ 4.08% |
$187K - $230K
|
9.93K
$5.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
386New |
$185K - $228K
|
386
$222K
|