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 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 6.59% |
$14.4K - $17.7K
|
485
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 22.56% |
$14.4K - $17.7K
|
163
$93.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.79% |
$14.4K - $17.7K
|
3.85K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.62% |
$14.4K - $17.7K
|
4.88K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
30+ 2.7% |
$14.4K - $17.7K
|
1.14K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 2.45% |
$14.4K - $17.7K
|
1.26K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
30+ 1.42% |
$14.4K - $17.7K
|
2.15K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
29+ 5.93% |
$13.9K - $17.1K
|
518
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
29+ 1.06% |
$13.9K - $17.1K
|
2.77K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29+ 4.82% |
$13.9K - $17.1K
|
631
$362K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28+ 14.0% |
$13.4K - $16.5K
|
228
$131K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.79% |
$13.4K - $16.5K
|
3.59K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
28+ 6.59% |
$13.4K - $16.5K
|
453
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 1.72% |
$13.4K - $16.5K
|
1.66K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
28+ 0.51% |
$13.4K - $16.5K
|
5.55K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
28+ 0.18% |
$13.4K - $16.5K
|
15.9K
$9.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
28+ 0.74% |
$13.4K - $16.5K
|
3.81K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
28+ 0.24% |
$13.4K - $16.5K
|
11.7K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
28+ 0.65% |
$13.4K - $16.5K
|
4.31K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 5.48% |
$13K - $15.9K
|
520
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
27+ 5.33% |
$13K - $15.9K
|
534
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
27+ 3.48% |
$13K - $15.9K
|
803
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
27+ 4.42% |
$13K - $15.9K
|
638
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 3.13% |
$12.5K - $15.4K
|
858
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 22.61% |
$12.5K - $15.4K
|
141
$81K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
26+ 2.43% |
$12.5K - $15.4K
|
1.1K
$629K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26+ 53.06% |
$12.5K - $15.4K
|
75
$43.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
25+ 3.05% |
$12K - $14.8K
|
846
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
25+ 2.82% |
$12K - $14.8K
|
910
$523K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 7.06% |
$12K - $14.8K
|
379
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
25+ 4.67% |
$12K - $14.8K
|
560
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
25+ 5.88% |
$12K - $14.8K
|
450
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
25+ 5.38% |
$12K - $14.8K
|
490
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
25+ 3.19% |
$12K - $14.8K
|
808
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
25+ 1.24% |
$12K - $14.8K
|
2.04K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 28.57% |
$11.5K - $14.2K
|
108
$62K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
24+ 0.85% |
$11.5K - $14.2K
|
2.86K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 1.35% |
$11.5K - $14.2K
|
1.8K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
24+ 1.64% |
$11.5K - $14.2K
|
1.49K
$856K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24+ 0.51% |
$11.5K - $14.2K
|
4.74K
$2.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24+ 26.37% |
$11.5K - $14.2K
|
115
$66K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.75% |
$11.5K - $14.2K
|
3.22K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
24+ 1.57% |
$11.5K - $14.2K
|
1.55K
$890K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23+ 27.06% |
$11K - $13.6K
|
108
$62K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
23+ 0.53% |
$11K - $13.6K
|
4.33K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
23+ 0.43% |
$11K - $13.6K
|
5.4K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23+ 1.82% |
$11K - $13.6K
|
1.29K
$740K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
23+ 0.28% |
$11K - $13.6K
|
8.25K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
23+ 1.89% |
$11K - $13.6K
|
1.24K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
23+ 0.48% |
$11K - $13.6K
|
4.83K
$2.77M
|