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 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
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 2.61% |
$7.68K - $9.45K
|
628
$361K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16+ 1.7% |
$7.68K - $9.45K
|
959
$551K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16+ 2.52% |
$7.68K - $9.45K
|
650
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 4.76% |
$7.68K - $9.45K
|
352
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
16+ 3.55% |
$7.68K - $9.45K
|
467
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 2.06% |
$7.68K - $9.45K
|
792
$455K
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
16+ 0.49% |
$7.68K - $9.45K
|
3.28K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16+ 0.99% |
$7.68K - $9.45K
|
1.63K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
16+ 1.94% |
$7.68K - $9.45K
|
840
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 19.28% |
$7.68K - $9.45K
|
99
$56.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
15+ 1.3% |
$7.2K - $8.86K
|
1.17K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
15+ 0.38% |
$7.2K - $8.86K
|
3.94K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 2.1% |
$7.2K - $8.86K
|
729
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15+ 2.38% |
$7.2K - $8.86K
|
644
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 107.14% |
$7.2K - $8.86K
|
29
$16.7K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 3.42% |
$7.2K - $8.86K
|
453
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
15+ 0.99% |
$7.2K - $8.86K
|
1.53K
$881K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15+ 1.17% |
$7.2K - $8.86K
|
1.3K
$745K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 2.32% |
$7.2K - $8.86K
|
661
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.37% |
$7.2K - $8.86K
|
4.06K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
15New |
$7.2K - $8.86K
|
15
$8.61K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15+ 0.83% |
$7.2K - $8.86K
|
1.82K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
15+ 0.25% |
$7.2K - $8.86K
|
6.04K
$3.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.89% |
$6.72K - $8.27K
|
1.59K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$6.72K - $8.27K
|
14
$8.04K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14+ 1.9% |
$6.72K - $8.27K
|
752
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 0.96% |
$6.72K - $8.27K
|
1.47K
$844K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14+ 2.19% |
$6.72K - $8.27K
|
653
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 17.72% |
$6.72K - $8.27K
|
93
$53.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14+ 2.06% |
$6.72K - $8.27K
|
695
$399K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.6% |
$6.24K - $7.68K
|
210
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
13+ 2.94% |
$6.24K - $7.68K
|
455
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
13+ 0.21% |
$6.24K - $7.68K
|
6.14K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.51% |
$6.24K - $7.68K
|
2.56K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.75% |
$6.24K - $7.68K
|
1.74K
$1M
|