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 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
245+ 0.04% |
$118K - $145K
|
673K
$386M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
244+ 1.45% |
$117K - $144K
|
17.1K
$9.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
244+ 12.26% |
$117K - $144K
|
2.24K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
241+ 0.88% |
$116K - $142K
|
27.5K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
241+ 5.37% |
$116K - $142K
|
4.73K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
238+ 64.85% |
$114K - $141K
|
605
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 12.75% |
$114K - $140K
|
2.1K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
236+ 11.69% |
$113K - $139K
|
2.26K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
234+ 2.95% |
$112K - $138K
|
8.17K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
233+ 0.33% |
$112K - $138K
|
70.6K
$40.5M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
231+ 17.55% |
$111K - $136K
|
1.55K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
231+ 20.09% |
$111K - $136K
|
1.38K
$793K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
228+ 10.32% |
$109K - $135K
|
2.44K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
227+ 10.68% |
$109K - $134K
|
2.35K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
227+ 15.13% |
$109K - $134K
|
1.73K
$992K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
227+ 4.95% |
$109K - $134K
|
4.81K
$2.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
224+ 22400.0% |
$108K - $132K
|
225
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
224+ 1.81% |
$108K - $132K
|
12.6K
$7.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
222+ 1.84% |
$107K - $131K
|
12.3K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
222+ 20.11% |
$107K - $131K
|
1.33K
$761K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
219+ 7.05% |
$105K - $129K
|
3.33K
$1.91M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 0.69% |
$99.8K - $123K
|
30.5K
$17.5M
|
|
|
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
|