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 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
218+ 10.8% |
$105K - $129K
|
2.24K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
218+ 22.54% |
$105K - $129K
|
1.19K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
217+ 5.52% |
$104K - $128K
|
4.15K
$2.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
215+ 9.96% |
$103K - $127K
|
2.37K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
215+ 2.8% |
$103K - $127K
|
7.9K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
213+ 11.5% |
$102K - $126K
|
2.07K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
212+ 25.33% |
$102K - $125K
|
1.05K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
212+ 3.75% |
$102K - $125K
|
5.86K
$3.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
210+ 2.68% |
$101K - $124K
|
8.04K
$4.62M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
210+ 33.55% |
$101K - $124K
|
836
$480K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
210+ 4.71% |
$101K - $124K
|
4.67K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
210+ 45.95% |
$101K - $124K
|
667
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
207+ 50.36% |
$99.3K - $122K
|
618
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
207+ 105.61% |
$99.3K - $122K
|
403
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
206+ 22.03% |
$98.9K - $122K
|
1.14K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
205+ 1.3% |
$98.4K - $121K
|
16K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
205+ 4.31% |
$98.4K - $121K
|
4.96K
$2.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
205+ 4.79% |
$98.4K - $121K
|
4.49K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
204+ 21.91% |
$97.9K - $121K
|
1.14K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
203+ 2.53% |
$97.4K - $120K
|
8.24K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 15.31% |
$96.5K - $119K
|
1.51K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
200+ 8.83% |
$96K - $118K
|
2.46K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
200+ 11.79% |
$96K - $118K
|
1.9K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
200+ 23.72% |
$96K - $118K
|
1.04K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 8.52% |
$96K - $118K
|
2.55K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
200+ 869.57% |
$96K - $118K
|
223
$128K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
200+ 7.08% |
$96K - $118K
|
3.02K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
200+ 41.32% |
$96K - $118K
|
684
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
199+ 0.84% |
$95.5K - $118K
|
24K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
198+ 2.58% |
$95K - $117K
|
7.87K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
198+ 7.42% |
$95K - $117K
|
2.87K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
197+ 3.07% |
$94.5K - $116K
|
6.61K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
197+ 3.82% |
$94.5K - $116K
|
5.36K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
197+ 34.56% |
$94.5K - $116K
|
767
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
196+ 4.16% |
$94.1K - $116K
|
4.91K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
196+ 5.45% |
$94.1K - $116K
|
3.79K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
195+ 0.74% |
$93.6K - $115K
|
26.5K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
192+ 1.64% |
$92.1K - $113K
|
11.9K
$6.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
191+ 8.25% |
$91.7K - $113K
|
2.51K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
188+ 11.1% |
$90.2K - $111K
|
1.88K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185+ 158.12% |
$88.8K - $109K
|
302
$173K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
185+ 29.27% |
$88.8K - $109K
|
817
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$88.8K - $109K
|
185
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 3.86% |
$88.8K - $109K
|
4.98K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
184+ 41.16% |
$88.3K - $109K
|
631
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 13.38% |
$88.3K - $109K
|
1.56K
$895K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
182+ 6.5% |
$87.3K - $108K
|
2.98K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
181+ 4.04% |
$86.9K - $107K
|
4.66K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
181+ 3.41% |
$86.9K - $107K
|
5.49K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
181+ 0.63% |
$86.9K - $107K
|
29.1K
$16.7M
|