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 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
164+ 14.34% |
$78.7K - $96.9K
|
1.31K
$751K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
161+ 2.58% |
$77.3K - $95.1K
|
6.41K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
160+ 2.78% |
$76.8K - $94.5K
|
5.92K
$3.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
159+ 13.03% |
$76.3K - $93.9K
|
1.38K
$792K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
159+ 2.54% |
$76.3K - $93.9K
|
6.42K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
158+ 5.51% |
$75.8K - $93.3K
|
3.03K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
158+ 3.43% |
$75.8K - $93.3K
|
4.77K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
157+ 2.25% |
$75.3K - $92.7K
|
7.12K
$4.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
157+ 6.42% |
$75.3K - $92.7K
|
2.6K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
157+ 0.92% |
$75.3K - $92.7K
|
17.1K
$9.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
156+ 4.51% |
$74.9K - $92.2K
|
3.61K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
156+ 4.28% |
$74.9K - $92.2K
|
3.8K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
155+ 20.03% |
$74.4K - $91.6K
|
929
$533K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
155+ 32.09% |
$74.4K - $91.6K
|
638
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
154+ 7.87% |
$73.9K - $91K
|
2.11K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
154+ 4.85% |
$73.9K - $91K
|
3.33K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
153+ 2.54% |
$73.4K - $90.4K
|
6.18K
$3.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
152+ 6.65% |
$72.9K - $89.8K
|
2.44K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
152+ 5.64% |
$72.9K - $89.8K
|
2.85K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
150+ 14.71% |
$72K - $88.6K
|
1.17K
$672K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
149+ 3.47% |
$71.5K - $88K
|
4.45K
$2.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
149+ 6.27% |
$71.5K - $88K
|
2.53K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
149+ 28.93% |
$71.5K - $88K
|
664
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
147+ 150.0% |
$70.5K - $86.8K
|
245
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
147+ 17.97% |
$70.5K - $86.8K
|
965
$554K
|
|
|
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
|