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
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 0.06% |
$58.6K - $72.1K
|
197K
$113M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
109+ 0.16% |
$52.3K - $64.4K
|
66.2K
$38M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
108+ 23.13% |
$51.8K - $63.8K
|
575
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
108+ 6.35% |
$51.8K - $63.8K
|
1.81K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
108+ 21.18% |
$51.8K - $63.8K
|
618
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
107+ 0.15% |
$51.4K - $63.2K
|
69.4K
$39.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
107+ 21.88% |
$51.4K - $63.2K
|
596
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
106+ 1.85% |
$50.9K - $62.6K
|
5.84K
$3.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
105+ 0.04% |
$50.4K - $62K
|
280K
$161M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
105+ 175.0% |
$50.4K - $62K
|
165
$94.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
104+ 0.65% |
$49.9K - $61.4K
|
16.1K
$9.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 1.65% |
$49.9K - $61.4K
|
6.42K
$3.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
104+ 8.31% |
$49.9K - $61.4K
|
1.36K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
104+ 25.43% |
$49.9K - $61.4K
|
513
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
102+ 10.41% |
$49K - $60.3K
|
1.08K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
102+ 11.17% |
$49K - $60.3K
|
1.02K
$583K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
102+ 2.66% |
$49K - $60.3K
|
3.93K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
102+ 0.93% |
$49K - $60.3K
|
11.1K
$6.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
101+ 11.46% |
$48.5K - $59.7K
|
982
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
101+ 9.4% |
$48.5K - $59.7K
|
1.18K
$675K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$48K - $59.1K
|
100
$57.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
100+ 0.15% |
$48K - $59.1K
|
66.1K
$37.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
99+ 6.48% |
$47.5K - $58.5K
|
1.63K
$934K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
97+ 5.53% |
$46.6K - $57.3K
|
1.85K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
97+ 0.84% |
$46.6K - $57.3K
|
11.6K
$6.65M
|