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 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7+ 1.47% |
$3.36K - $4.14K
|
483
$277K
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 0.98% |
$3.36K - $4.14K
|
719
$413K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 1.75% |
$3.36K - $4.14K
|
407
$234K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 0.53% |
$3.36K - $4.14K
|
1.34K
$768K
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
7+ 0.47% |
$3.36K - $4.14K
|
1.49K
$857K
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.45% |
$3.36K - $4.14K
|
491
$282K
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
7+ 1.76% |
$3.36K - $4.14K
|
404
$232K
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7+ 0.37% |
$3.36K - $4.14K
|
1.91K
$1.1M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.72% |
$3.36K - $4.14K
|
980
$563K
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 1.57% |
$3.36K - $4.14K
|
454
$261K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.09% |
$3.36K - $4.14K
|
7.43K
$4.26M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
7+ 0.67% |
$3.36K - $4.14K
|
1.06K
$606K
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
7+ 1.34% |
$3.36K - $4.14K
|
530
$304K
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.88K - $3.54K
|
2.79K
$1.6M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 0.87% |
$2.88K - $3.54K
|
695
$399K
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6+ 1.51% |
$2.88K - $3.54K
|
404
$232K
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 1.6% |
$2.88K - $3.54K
|
382
$219K
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
6+ 1.21% |
$2.88K - $3.54K
|
502
$288K
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6+ 1.11% |
$2.88K - $3.54K
|
546
$314K
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6+ 4.8% |
$2.88K - $3.54K
|
131
$75.2K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 16.22% |
$2.88K - $3.54K
|
43
$24.7K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5+ 1.0% |
$2.4K - $2.95K
|
505
$290K
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.56% |
$2.4K - $2.95K
|
892
$512K
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.21% |
$2.4K - $2.95K
|
2.41K
$1.39M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.64% |
$2.4K - $2.95K
|
789
$453K
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.05% |
$2.4K - $2.95K
|
480
$276K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.25% |
$2.4K - $2.95K
|
2.03K
$1.17M
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5+ 0.43% |
$2.4K - $2.95K
|
1.16K
$666K
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.82% |
$2.4K - $2.95K
|
615
$353K
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
5+ 0.75% |
$2.4K - $2.95K
|
670
$385K
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5+ 0.71% |
$2.4K - $2.95K
|
708
$407K
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.55% |
$2.4K - $2.95K
|
910
$523K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$2.4K - $2.95K
|
5
$2.87K
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
5+ 0.1% |
$2.4K - $2.95K
|
4.97K
$2.85M
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.36K
|
2.16K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4+ 0.45% |
$1.92K - $2.36K
|
899
$516K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4+ 0.44% |
$1.92K - $2.36K
|
918
$527K
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.11% |
$1.92K - $2.36K
|
3.61K
$2.07M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.12% |
$1.92K - $2.36K
|
3.32K
$1.91M
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4+ 0.24% |
$1.92K - $2.36K
|
1.65K
$945K
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4+ 0.52% |
$1.92K - $2.36K
|
767
$440K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.17% |
$1.92K - $2.36K
|
2.41K
$1.38M
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.71% |
$1.92K - $2.36K
|
568
$326K
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.76% |
$1.44K - $1.77K
|
398
$229K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3+ 0.22% |
$1.44K - $1.77K
|
1.4K
$802K
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3+ 0.36% |
$1.44K - $1.77K
|
832
$478K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$1.44K - $1.77K
|
3
$1.72K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3New |
$1.44K - $1.77K
|
3
$1.72K
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
3+ 0.14% |
$1.44K - $1.77K
|
2.11K
$1.21M
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$1.44K - $1.77K
|
1.61K
$926K
|