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 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
146+ 21.44% |
$70.1K - $86.2K
|
827
$475K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
146+ 8.59% |
$70.1K - $86.2K
|
1.85K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
144+ 0.94% |
$69.1K - $85.1K
|
15.5K
$8.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
141+ 1.16% |
$67.7K - $83.3K
|
12.3K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
140+ 2.5% |
$67.2K - $82.7K
|
5.74K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
140+ 5.31% |
$67.2K - $82.7K
|
2.78K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
140New |
$67.2K - $82.7K
|
140
$80.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
140+ 2.68% |
$67.2K - $82.7K
|
5.36K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
138+ 11.92% |
$66.2K - $81.5K
|
1.3K
$744K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 6.49% |
$65.7K - $80.9K
|
2.25K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
137+ 9.84% |
$65.7K - $80.9K
|
1.53K
$878K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
136+ 25.23% |
$65.3K - $80.3K
|
675
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
135+ 15.48% |
$64.8K - $79.7K
|
1.01K
$578K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
135+ 1.11% |
$64.8K - $79.7K
|
12.3K
$7.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
134+ 0.4% |
$64.3K - $79.2K
|
33.5K
$19.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
133+ 4.24% |
$63.8K - $78.6K
|
3.27K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
130+ 11.34% |
$62.4K - $76.8K
|
1.28K
$733K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 2.2% |
$62.4K - $76.8K
|
6.05K
$3.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
130+ 0.03% |
$62.4K - $76.8K
|
395K
$227M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
129+ 27.45% |
$61.9K - $76.2K
|
599
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
129+ 11.6% |
$61.9K - $76.2K
|
1.24K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
128+ 12.55% |
$61.4K - $75.6K
|
1.15K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
127+ 8.96% |
$60.9K - $75K
|
1.55K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127+ 1.2% |
$60.9K - $75K
|
10.7K
$6.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
126+ 6.78% |
$60.5K - $74.4K
|
1.99K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
124+ 5.31% |
$59.5K - $73.3K
|
2.46K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
123+ 29.85% |
$59K - $72.7K
|
535
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
123+ 3.39% |
$59K - $72.7K
|
3.75K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 7.12% |
$59K - $72.7K
|
1.85K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
121+ 12.27% |
$58.1K - $71.5K
|
1.11K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 1.24% |
$57.6K - $70.9K
|
9.77K
$5.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
120+ 9.46% |
$57.6K - $70.9K
|
1.39K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
117+ 57.64% |
$56.2K - $69.1K
|
320
$184K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
116+ 4.5% |
$55.7K - $68.5K
|
2.69K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
115+ 2.69% |
$55.2K - $67.9K
|
4.4K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
115+ 14.69% |
$55.2K - $67.9K
|
898
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
114+ 2.43% |
$54.7K - $67.3K
|
4.81K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
114+ 2.39% |
$54.7K - $67.3K
|
4.88K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
114+ 10.48% |
$54.7K - $67.3K
|
1.2K
$690K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
114+ 27.08% |
$54.7K - $67.3K
|
535
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
114+ 19.0% |
$54.7K - $67.3K
|
714
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
113+ 2.12% |
$54.2K - $66.8K
|
5.44K
$3.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
113+ 3.77% |
$54.2K - $66.8K
|
3.11K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
112+ 6.38% |
$53.8K - $66.2K
|
1.87K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
112+ 66.27% |
$53.8K - $66.2K
|
281
$161K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
112+ 25.11% |
$53.8K - $66.2K
|
558
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
111+ 11.5% |
$53.3K - $65.6K
|
1.08K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
111+ 4.8% |
$53.3K - $65.6K
|
2.42K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
110+ 1.56% |
$52.8K - $65K
|
7.17K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
110+ 1.63% |
$52.8K - $65K
|
6.87K
$3.95M
|