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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 0.5% |
$10.6K - $13K
|
4.39K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
22+ 1.31% |
$10.6K - $13K
|
1.7K
$974K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22+ 2.48% |
$10.6K - $13K
|
909
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
22+ 3.32% |
$10.6K - $13K
|
685
$393K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22+ 2.42% |
$10.6K - $13K
|
932
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
22+ 0.71% |
$10.6K - $13K
|
3.12K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22+ 2.06% |
$10.6K - $13K
|
1.09K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
22+ 3.38% |
$10.6K - $13K
|
672
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.48% |
$10.6K - $13K
|
909
$522K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
21+ 2.0% |
$10.1K - $12.4K
|
1.07K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.72% |
$10.1K - $12.4K
|
2.93K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.25% |
$10.1K - $12.4K
|
8.46K
$4.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 10.99% |
$10.1K - $12.4K
|
212
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21+ 1.93% |
$10.1K - $12.4K
|
1.11K
$636K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
21+ 1.04% |
$10.1K - $12.4K
|
2.05K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
21+ 0.82% |
$10.1K - $12.4K
|
2.58K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
21+ 2.38% |
$10.1K - $12.4K
|
905
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21+ 42.0% |
$10.1K - $12.4K
|
71
$40.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
21+ 0.83% |
$10.1K - $12.4K
|
2.54K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
20+ 4.35% |
$9.6K - $11.8K
|
480
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 4.07% |
$9.6K - $11.8K
|
512
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
20+ 4.26% |
$9.6K - $11.8K
|
489
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20+ 3.91% |
$9.6K - $11.8K
|
532
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 0.84% |
$9.6K - $11.8K
|
2.4K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.72% |
$9.6K - $11.8K
|
2.82K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
20+ 5.21% |
$9.6K - $11.8K
|
404
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
20+ 0.6% |
$9.6K - $11.8K
|
3.37K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
20+ 0.65% |
$9.6K - $11.8K
|
3.11K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
19+ 0.38% |
$9.12K - $11.2K
|
5.06K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.7% |
$9.12K - $11.2K
|
2.74K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 45.24% |
$9.12K - $11.2K
|
61
$35K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19+ 2.92% |
$9.12K - $11.2K
|
669
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
19+ 0.38% |
$9.12K - $11.2K
|
5.02K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
18+ 0.11% |
$8.64K - $10.6K
|
16K
$9.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18+ 3.96% |
$8.64K - $10.6K
|
473
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
18+ 0.8% |
$8.64K - $10.6K
|
2.27K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
18+ 0.64% |
$8.64K - $10.6K
|
2.85K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
18+ 1.21% |
$8.64K - $10.6K
|
1.51K
$864K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 5.61% |
$8.64K - $10.6K
|
339
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18+ 13.04% |
$8.64K - $10.6K
|
156
$89.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
18+ 5.08% |
$8.64K - $10.6K
|
372
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18+ 20.0% |
$8.64K - $10.6K
|
108
$62K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.8% |
$8.16K - $10K
|
2.15K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
17+ 2.81% |
$8.16K - $10K
|
623
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
17+ 0.07% |
$8.16K - $10K
|
24.3K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
17+ 1.76% |
$8.16K - $10K
|
984
$565K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
17+ 0.38% |
$8.16K - $10K
|
4.47K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 5.47% |
$8.16K - $10K
|
328
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
17+ 1.86% |
$8.16K - $10K
|
930
$534K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16+ 1.69% |
$7.68K - $9.45K
|
962
$552K
|