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 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
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
13New |
$6.24K - $7.68K
|
13
$7.46K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
13+ 2.73% |
$6.24K - $7.68K
|
490
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13+ 2.07% |
$6.24K - $7.68K
|
641
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
13+ 1.98% |
$6.24K - $7.68K
|
669
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
13+ 1.83% |
$6.24K - $7.68K
|
724
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12+ 3.05% |
$5.76K - $7.09K
|
405
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.27% |
$5.76K - $7.09K
|
4.47K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
12+ 1.44% |
$5.76K - $7.09K
|
848
$487K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.52% |
$5.76K - $7.09K
|
2.32K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12+ 2.97% |
$5.76K - $7.09K
|
416
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$5.76K - $7.09K
|
4.69K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
12+ 1.26% |
$5.76K - $7.09K
|
964
$554K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
12+ 2.33% |
$5.76K - $7.09K
|
526
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.54% |
$5.76K - $7.09K
|
2.22K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11+ 1.77% |
$5.28K - $6.5K
|
634
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.4% |
$5.28K - $6.5K
|
797
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 1.01% |
$5.28K - $6.5K
|
1.11K
$634K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.46% |
$5.28K - $6.5K
|
2.39K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.97% |
$5.28K - $6.5K
|
1.15K
$659K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.48% |
$5.28K - $6.5K
|
2.32K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 1.92% |
$5.28K - $6.5K
|
583
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 1.15% |
$5.28K - $6.5K
|
971
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$5.28K - $6.5K
|
2.15K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.73% |
$5.28K - $6.5K
|
414
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
10+ 0.59% |
$4.8K - $5.91K
|
1.72K
$985K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 1.32% |
$4.8K - $5.91K
|
769
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
10+ 0.61% |
$4.8K - $5.91K
|
1.64K
$942K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
10+ 1.57% |
$4.8K - $5.91K
|
648
$372K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.8K - $5.91K
|
10
$5.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
10+ 0.12% |
$4.8K - $5.91K
|
8.52K
$4.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10+ 0.16% |
$4.8K - $5.91K
|
6.2K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.21% |
$4.32K - $5.32K
|
4.39K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.66% |
$4.32K - $5.32K
|
1.38K
$791K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 1.63% |
$4.32K - $5.32K
|
560
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 0.52% |
$4.32K - $5.32K
|
1.75K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9+ 10.98% |
$4.32K - $5.32K
|
91
$52.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.15% |
$4.32K - $5.32K
|
6.04K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9+ 1.63% |
$4.32K - $5.32K
|
562
$323K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8+ 1.78% |
$3.84K - $4.73K
|
458
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8+ 0.14% |
$3.84K - $4.73K
|
5.71K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$3.84K - $4.73K
|
15
$8.61K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 1.92% |
$3.84K - $4.73K
|
425
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8+ 19.51% |
$3.84K - $4.73K
|
49
$28.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.25% |
$3.84K - $4.73K
|
649
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 1.34% |
$3.84K - $4.73K
|
603
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
8+ 1.68% |
$3.84K - $4.73K
|
484
$278K
|