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 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
77+ 16.89% |
$37K - $45.5K
|
533
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
77+ 9.55% |
$37K - $45.5K
|
883
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
77+ 10.52% |
$37K - $45.5K
|
809
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.76% |
$37K - $45.5K
|
4.44K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
76+ 8.46% |
$36.5K - $44.9K
|
974
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
76+ 0.16% |
$36.5K - $44.9K
|
47.8K
$27.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 12.42% |
$36K - $44.3K
|
679
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
75+ 0.71% |
$36K - $44.3K
|
10.7K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
75+ 2.88% |
$36K - $44.3K
|
2.68K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
74+ 0.53% |
$35.5K - $43.7K
|
14.2K
$8.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
74+ 0.81% |
$35.5K - $43.7K
|
9.22K
$5.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74+ 0.53% |
$35.5K - $43.7K
|
14K
$8.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74+ 3.2% |
$35.5K - $43.7K
|
2.39K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
73+ 14.48% |
$35K - $43.1K
|
577
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
73+ 18.34% |
$35K - $43.1K
|
471
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
71+ 0.4% |
$34.1K - $41.9K
|
17.8K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
71+ 0.65% |
$34.1K - $41.9K
|
11K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
71+ 6.6% |
$34.1K - $41.9K
|
1.15K
$659K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
70+ 3.17% |
$33.6K - $41.4K
|
2.28K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
70+ 4.74% |
$33.6K - $41.4K
|
1.55K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$33.6K - $41.4K
|
70
$40.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
70+ 5.96% |
$33.6K - $41.4K
|
1.25K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
69+ 1.76% |
$33.1K - $40.8K
|
3.98K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
69+ 4.87% |
$33.1K - $40.8K
|
1.49K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 291.3% |
$32.2K - $39.6K
|
90
$51.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
67New |
$32.2K - $39.6K
|
67
$38.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
67+ 22.56% |
$32.2K - $39.6K
|
364
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
67+ 0.51% |
$32.2K - $39.6K
|
13.3K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
67+ 10.24% |
$32.2K - $39.6K
|
721
$414K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
66+ 10.66% |
$31.7K - $39K
|
685
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
65+ 3.45% |
$31.2K - $38.4K
|
1.95K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
65+ 1.62% |
$31.2K - $38.4K
|
4.09K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
65New |
$31.2K - $38.4K
|
65
$37.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 0.48% |
$30.7K - $37.8K
|
13.5K
$7.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 2.82% |
$30.7K - $37.8K
|
2.33K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
63+ 0.38% |
$30.2K - $37.2K
|
16.6K
$9.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
63+ 3.26% |
$30.2K - $37.2K
|
1.99K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
62+ 6.33% |
$29.8K - $36.6K
|
1.04K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
62+ 14.52% |
$29.8K - $36.6K
|
489
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
61+ 0.2% |
$29.3K - $36K
|
30.5K
$17.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
61+ 2.88% |
$29.3K - $36K
|
2.18K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
61+ 3.43% |
$29.3K - $36K
|
1.84K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
61+ 0.38% |
$29.3K - $36K
|
16.2K
$9.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
61+ 6.92% |
$29.3K - $36K
|
943
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
60+ 1.29% |
$28.8K - $35.4K
|
4.72K
$2.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
60+ 13.57% |
$28.8K - $35.4K
|
502
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
60+ 3.76% |
$28.8K - $35.4K
|
1.66K
$951K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
60+ 4.7% |
$28.8K - $35.4K
|
1.34K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
60+ 6.94% |
$28.8K - $35.4K
|
924
$531K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
59+ 12.74% |
$28.3K - $34.9K
|
522
$300K
|