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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
45+ 7.96% |
$21.6K - $26.6K
|
610
$350K
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
45+ 9.09% |
$21.6K - $26.6K
|
540
$310K
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
45+ 4.45% |
$21.6K - $26.6K
|
1.06K
$607K
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
45+ 1.19% |
$21.6K - $26.6K
|
3.82K
$2.19M
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
44+ 1.47% |
$21.1K - $26K
|
3.05K
$1.75M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
44New |
$21.1K - $26K
|
44
$25.3K
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44New |
$21.1K - $26K
|
44
$25.3K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 8.27% |
$20.6K - $25.4K
|
563
$323K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
43+ 1.83% |
$20.6K - $25.4K
|
2.39K
$1.37M
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 4.17% |
$20.6K - $25.4K
|
1.07K
$616K
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
42+ 1.86% |
$20.2K - $24.8K
|
2.3K
$1.32M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
41+ 4.73% |
$19.7K - $24.2K
|
908
$521K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 13.27% |
$19.7K - $24.2K
|
350
$201K
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
BUY
|
- |
41+ 1.18% |
$19.7K - $24.2K
|
3.52K
$2.02M
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.93% |
$19.7K - $24.2K
|
4.47K
$2.57M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.38% |
$19.2K - $23.6K
|
2.94K
$1.69M
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40+ 6.41% |
$19.2K - $23.6K
|
664
$381K
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40+ 43.48% |
$19.2K - $23.6K
|
132
$75.8K
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.33% |
$18.2K - $22.4K
|
1.67K
$957K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
38New |
$18.2K - $22.4K
|
38
$21.8K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 2.31% |
$17.8K - $21.9K
|
1.64K
$939K
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
37+ 0.48% |
$17.8K - $21.9K
|
7.77K
$4.46M
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
37+ 0.35% |
$17.8K - $21.9K
|
10.6K
$6.09M
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
37+ 6.46% |
$17.8K - $21.9K
|
610
$350K
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.34% |
$17.8K - $21.9K
|
11.1K
$6.36M
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
36+ 0.34% |
$17.3K - $21.3K
|
10.8K
$6.18M
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
36+ 2.04% |
$17.3K - $21.3K
|
1.8K
$1.03M
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 2.16% |
$17.3K - $21.3K
|
1.71K
$979K
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
36+ 0.19% |
$17.3K - $21.3K
|
19K
$10.9M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
36+ 7.19% |
$17.3K - $21.3K
|
537
$308K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35+ 10.64% |
$16.8K - $20.7K
|
364
$209K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
35+ 0.03% |
$16.8K - $20.7K
|
110K
$63.3M
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
35+ 6.68% |
$16.8K - $20.7K
|
559
$321K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34+ 0.72% |
$16.3K - $20.1K
|
4.73K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16.3K - $20.1K
|
602
$346K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34+ 4.96% |
$16.3K - $20.1K
|
720
$413K
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34+ 1.31% |
$16.3K - $20.1K
|
2.62K
$1.5M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.37% |
$16.3K - $20.1K
|
9.23K
$5.3M
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34+ 37.36% |
$16.3K - $20.1K
|
125
$71.8K
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34+ 8.65% |
$16.3K - $20.1K
|
427
$245K
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.5% |
$15.8K - $19.5K
|
6.61K
$3.79M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 1.08% |
$15.4K - $18.9K
|
3K
$1.72M
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
32+ 0.61% |
$15.4K - $18.9K
|
5.28K
$3.03M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 10.96% |
$15.4K - $18.9K
|
324
$186K
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
32+ 6.19% |
$15.4K - $18.9K
|
549
$315K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
32+ 3.25% |
$15.4K - $18.9K
|
1.02K
$584K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
31+ 6.54% |
$14.9K - $18.3K
|
505
$290K
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
31+ 0.85% |
$14.9K - $18.3K
|
3.66K
$2.1M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 6.42% |
$14.4K - $17.7K
|
497
$285K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 4.78% |
$14.4K - $17.7K
|
658
$378K
|