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 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-9- 0.53% |
$4.32K - $5.32K
|
1.7K
$974K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-9- 0.44% |
$4.32K - $5.32K
|
2.05K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9- 1.65% |
$4.32K - $5.32K
|
537
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9- 2.13% |
$4.32K - $5.32K
|
413
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9- 0.16% |
$4.32K - $5.32K
|
5.48K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-9- 2.07% |
$4.32K - $5.32K
|
425
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-9- 1.38% |
$4.32K - $5.32K
|
642
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9- 0.69% |
$4.32K - $5.32K
|
1.3K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-9- 0.3% |
$4.32K - $5.32K
|
2.98K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-9- 0.76% |
$4.32K - $5.32K
|
1.17K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-9- 0.59% |
$4.32K - $5.32K
|
1.51K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.81% |
$4.32K - $5.32K
|
1.1K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-9- 0.33% |
$4.32K - $5.32K
|
2.72K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-10- 0.4% |
$4.8K - $5.91K
|
2.49K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.26% |
$4.8K - $5.91K
|
781
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10- 0.68% |
$4.8K - $5.91K
|
1.47K
$842K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 1.65% |
$4.8K - $5.91K
|
595
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-10- 2.02% |
$4.8K - $5.91K
|
486
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-10- 1.11% |
$4.8K - $5.91K
|
892
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-10- 1.56% |
$4.8K - $5.91K
|
631
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-10- 0.59% |
$4.8K - $5.91K
|
1.68K
$966K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10- 2.49% |
$4.8K - $5.91K
|
392
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-10- 2.39% |
$4.8K - $5.91K
|
408
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-10- 0.94% |
$4.8K - $5.91K
|
1.05K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$4.8K - $5.91K
|
9.3K
$5.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11- 0.13% |
$5.28K - $6.5K
|
8.59K
$4.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-11- 0.69% |
$5.28K - $6.5K
|
1.58K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 1.15% |
$5.28K - $6.5K
|
943
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-11- 0.76% |
$5.28K - $6.5K
|
1.43K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 1.41% |
$5.28K - $6.5K
|
767
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-11- 0.09% |
$5.28K - $6.5K
|
12.4K
$7.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-11- 1.64% |
$5.28K - $6.5K
|
660
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-11- 0.05% |
$5.28K - $6.5K
|
20.8K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 1.23% |
$5.76K - $7.09K
|
960
$551K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-12- 1.21% |
$5.76K - $7.09K
|
977
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-12- 0.63% |
$5.76K - $7.09K
|
1.9K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 0.58% |
$5.76K - $7.09K
|
2.05K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-12- 1.57% |
$5.76K - $7.09K
|
754
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 1.2% |
$5.76K - $7.09K
|
984
$565K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12- 0.09% |
$5.76K - $7.09K
|
13.1K
$7.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-12- 1.45% |
$5.76K - $7.09K
|
818
$470K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-12- 2.99% |
$5.76K - $7.09K
|
389
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 2.62% |
$6.24K - $7.68K
|
483
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-13- 0.43% |
$6.24K - $7.68K
|
2.99K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-13- 0.68% |
$6.24K - $7.68K
|
1.9K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-13- 0.59% |
$6.24K - $7.68K
|
2.2K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-13- 1.69% |
$6.24K - $7.68K
|
758
$435K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-13- 2.81% |
$6.24K - $7.68K
|
450
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-13- 0.74% |
$6.24K - $7.68K
|
1.75K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-14- 1.44% |
$6.72K - $8.27K
|
955
$548K
|