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 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-14- 0.34% |
$6.72K - $8.27K
|
4.13K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-14- 0.56% |
$6.72K - $8.27K
|
2.47K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-14- 2.07% |
$6.72K - $8.27K
|
661
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-14- 0.51% |
$6.72K - $8.27K
|
2.74K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-14- 3.44% |
$6.72K - $8.27K
|
393
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-14- 1.23% |
$6.72K - $8.27K
|
1.13K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-14- 2.91% |
$6.72K - $8.27K
|
467
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 1.1% |
$7.2K - $8.86K
|
1.34K
$771K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 0.24% |
$7.2K - $8.86K
|
6.12K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-15- 0.71% |
$7.2K - $8.86K
|
2.11K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$7.2K - $8.86K
|
2.44K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-15- 2.23% |
$7.2K - $8.86K
|
658
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-15- 1.69% |
$7.2K - $8.86K
|
874
$502K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-15- 0.55% |
$7.2K - $8.86K
|
2.72K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-15- 1.96% |
$7.2K - $8.86K
|
751
$431K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-15- 0.59% |
$7.2K - $8.86K
|
2.53K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15- 1.65% |
$7.2K - $8.86K
|
895
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-15- 3.52% |
$7.2K - $8.86K
|
411
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15- 1.16% |
$7.2K - $8.86K
|
1.28K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-16- 1.1% |
$7.68K - $9.45K
|
1.44K
$825K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16- 2.24% |
$7.68K - $9.45K
|
699
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-16- 0.09% |
$7.68K - $9.45K
|
17.5K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-16- 1.67% |
$7.68K - $9.45K
|
940
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-16- 1.83% |
$7.68K - $9.45K
|
859
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-16- 0.87% |
$7.68K - $9.45K
|
1.82K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 0.14% |
$8.16K - $10K
|
12.4K
$7.12M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-17- 4.46% |
$8.16K - $10K
|
364
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-17- 1.06% |
$8.16K - $10K
|
1.58K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-17- 0.69% |
$8.16K - $10K
|
2.46K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.86% |
$8.64K - $10.6K
|
948
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 3.03% |
$8.64K - $10.6K
|
576
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-18- 4.28% |
$8.64K - $10.6K
|
403
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-18- 0.59% |
$8.64K - $10.6K
|
3.03K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18- 2.2% |
$8.64K - $10.6K
|
802
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-18- 1.08% |
$8.64K - $10.6K
|
1.64K
$942K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 7.41% |
$8.64K - $10.6K
|
225
$129K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-19- 0.24% |
$9.12K - $11.2K
|
7.91K
$4.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 0.29% |
$9.12K - $11.2K
|
6.61K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19- 3.21% |
$9.12K - $11.2K
|
573
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-19- 7.92% |
$9.12K - $11.2K
|
221
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-19- 2.5% |
$9.12K - $11.2K
|
741
$425K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-19- 1.74% |
$9.12K - $11.2K
|
1.07K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 15.32% |
$9.12K - $11.2K
|
105
$60.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-20- 0.79% |
$9.6K - $11.8K
|
2.51K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 1.95% |
$9.6K - $11.8K
|
1.01K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-20- 2.43% |
$9.6K - $11.8K
|
802
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-20- 1.76% |
$9.6K - $11.8K
|
1.12K
$641K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20- 1.79% |
$9.6K - $11.8K
|
1.1K
$632K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-20- 0.59% |
$9.6K - $11.8K
|
3.35K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.84% |
$9.6K - $11.8K
|
2.35K
$1.35M
|