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
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
327+ 1.67% |
$157K - $193K
|
20K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
325+ 2.67% |
$156K - $192K
|
12.5K
$7.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
322+ 2.57% |
$155K - $190K
|
12.8K
$7.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
321+ 4.45% |
$154K - $190K
|
7.54K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
319+ 10.71% |
$153K - $188K
|
3.3K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
316+ 8.34% |
$152K - $187K
|
4.1K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
314+ 30.91% |
$151K - $185K
|
1.33K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
313+ 2.07% |
$150K - $185K
|
15.4K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
311+ 66.17% |
$149K - $184K
|
781
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
309+ 23.92% |
$148K - $183K
|
1.6K
$919K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
309New |
$148K - $183K
|
309
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
308+ 15.97% |
$148K - $182K
|
2.24K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
306+ 11.85% |
$147K - $181K
|
2.89K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
301+ 0.49% |
$144K - $178K
|
61.4K
$35.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
300+ 16.19% |
$144K - $177K
|
2.15K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
300+ 3.37% |
$144K - $177K
|
9.2K
$5.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 7.14% |
$144K - $177K
|
4.5K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
300+ 8.11% |
$144K - $177K
|
4K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
296+ 63.52% |
$142K - $175K
|
762
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
296+ 32.03% |
$142K - $175K
|
1.22K
$700K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
295+ 73.2% |
$142K - $174K
|
698
$401K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
295+ 58.76% |
$142K - $174K
|
797
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
293+ 4.35% |
$141K - $173K
|
7.03K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
293+ 14.91% |
$141K - $173K
|
2.26K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
291+ 71.5% |
$140K - $172K
|
698
$401K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
291+ 22.63% |
$140K - $172K
|
1.58K
$905K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
289+ 4.24% |
$139K - $171K
|
7.11K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
289+ 14.22% |
$139K - $171K
|
2.32K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
287+ 4.43% |
$138K - $170K
|
6.76K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
286+ 13.07% |
$137K - $169K
|
2.47K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
284+ 12.89% |
$136K - $168K
|
2.49K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
284+ 0.43% |
$136K - $168K
|
66.3K
$38M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
281+ 3.14% |
$135K - $166K
|
9.24K
$5.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
277+ 12.26% |
$133K - $164K
|
2.54K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
276+ 2.87% |
$132K - $163K
|
9.88K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
273+ 1.58% |
$131K - $161K
|
17.5K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
272+ 2.82% |
$131K - $161K
|
9.91K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
270+ 29.57% |
$130K - $159K
|
1.18K
$679K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
269+ 3.21% |
$129K - $159K
|
8.66K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
269+ 7.14% |
$129K - $159K
|
4.04K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
269+ 17.84% |
$129K - $159K
|
1.78K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
268+ 24.12% |
$129K - $158K
|
1.38K
$792K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
268+ 0.92% |
$129K - $158K
|
29.5K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
268+ 0.54% |
$129K - $158K
|
50.3K
$28.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
265+ 13.34% |
$127K - $157K
|
2.25K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
265+ 3.07% |
$127K - $157K
|
8.88K
$5.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
264+ 4.26% |
$127K - $156K
|
6.46K
$3.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
263+ 0.56% |
$126K - $155K
|
47K
$27M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
261+ 0.7% |
$125K - $154K
|
37.5K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
259+ 1.5% |
$124K - $153K
|
17.5K
$10M
|