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 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
95+ 2.6% |
$45.6K - $56.1K
|
3.75K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 15.1% |
$45.6K - $56.1K
|
724
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
94+ 0.68% |
$45.1K - $55.5K
|
13.9K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
94+ 5.88% |
$45.1K - $55.5K
|
1.69K
$972K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 9.1% |
$45.1K - $55.5K
|
1.13K
$647K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
93+ 5.2% |
$44.6K - $54.9K
|
1.88K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
93+ 2.63% |
$44.6K - $54.9K
|
3.63K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
93+ 19.87% |
$44.6K - $54.9K
|
561
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
93New |
$44.6K - $54.9K
|
93
$53.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
92+ 13.12% |
$44.2K - $54.3K
|
793
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
92+ 1.96% |
$44.2K - $54.3K
|
4.8K
$2.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
92+ 1.61% |
$44.2K - $54.3K
|
5.79K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
91+ 0.46% |
$43.7K - $53.8K
|
20K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Mirova
Paris, I0 |
BUY
|
- |
91+ 1.04% |
$43.7K - $53.8K
|
8.84K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
90+ 150.0% |
$43.2K - $53.2K
|
150
$86.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90+ 1.42% |
$43.2K - $53.2K
|
6.42K
$3.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90+ 6.32% |
$43.2K - $53.2K
|
1.52K
$870K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
89+ 14.59% |
$42.7K - $52.6K
|
699
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
89+ 17.25% |
$42.7K - $52.6K
|
605
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
89+ 10.02% |
$42.7K - $52.6K
|
977
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
89+ 0.65% |
$42.7K - $52.6K
|
13.8K
$7.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 5.19% |
$42.2K - $52K
|
1.79K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
88+ 2.51% |
$42.2K - $52K
|
3.6K
$2.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
88+ 14.89% |
$42.2K - $52K
|
679
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
87+ 1.61% |
$41.8K - $51.4K
|
5.49K
$3.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
87+ 0.8% |
$41.8K - $51.4K
|
10.9K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
86+ 2.06% |
$41.3K - $50.8K
|
4.25K
$2.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
86+ 81.9% |
$41.3K - $50.8K
|
191
$110K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
85+ 0.94% |
$40.8K - $50.2K
|
9.12K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 28.43% |
$40.8K - $50.2K
|
384
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
85+ 10.49% |
$40.8K - $50.2K
|
895
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 0.28% |
$40.3K - $49.6K
|
29.6K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
84+ 1.08% |
$40.3K - $49.6K
|
7.83K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
84+ 0.84% |
$40.3K - $49.6K
|
10K
$5.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83+ 7.22% |
$39.8K - $49K
|
1.23K
$707K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
83+ 1.68% |
$39.8K - $49K
|
5.01K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
83+ 12.17% |
$39.8K - $49K
|
765
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
83+ 8.43% |
$39.8K - $49K
|
1.07K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
82+ 2.89% |
$39.4K - $48.4K
|
2.92K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
81+ 0.83% |
$38.9K - $47.8K
|
9.81K
$5.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
81+ 8.04% |
$38.9K - $47.8K
|
1.09K
$625K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 2.89% |
$38.9K - $47.8K
|
2.88K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
81+ 3.96% |
$38.9K - $47.8K
|
2.13K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
80+ 0.67% |
$38.4K - $47.3K
|
12.1K
$6.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
80+ 8.33% |
$38.4K - $47.3K
|
1.04K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
79+ 0.42% |
$37.9K - $46.7K
|
19K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 9.0% |
$37.9K - $46.7K
|
957
$549K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
78+ 0.26% |
$37.4K - $46.1K
|
30.3K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
78+ 2.41% |
$37.4K - $46.1K
|
3.32K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
77+ 4.25% |
$37K - $45.5K
|
1.89K
$1.08M
|