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
|
Range Financial Group LLC
|
SELL
|
- |
-21- 1.6% |
$10.1K - $12.4K
|
1.29K
$741K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-21- 0.78% |
$10.1K - $12.4K
|
2.68K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-21- 0.91% |
$10.1K - $12.4K
|
2.29K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-21- 0.68% |
$10.1K - $12.4K
|
3.06K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-21- 1.4% |
$10.1K - $12.4K
|
1.48K
$850K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-21- 0.56% |
$10.1K - $12.4K
|
3.76K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-22- 3.24% |
$10.6K - $13K
|
656
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-22- 3.16% |
$10.6K - $13K
|
675
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22- 2.46% |
$10.6K - $13K
|
872
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-22- 3.9% |
$10.6K - $13K
|
542
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 0.85% |
$10.6K - $13K
|
2.56K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-22- 2.51% |
$10.6K - $13K
|
855
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-23- 2.13% |
$11K - $13.6K
|
1.06K
$607K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-23- 2.96% |
$11K - $13.6K
|
755
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23- 0.16% |
$11K - $13.6K
|
13.9K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-23- 5.85% |
$11K - $13.6K
|
370
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-24- 0.14% |
$11.5K - $14.2K
|
17.2K
$9.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.08% |
$11.5K - $14.2K
|
28.8K
$16.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 0.5% |
$11.5K - $14.2K
|
4.77K
$2.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-24- 4.72% |
$11.5K - $14.2K
|
484
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24- 0.22% |
$11.5K - $14.2K
|
10.7K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 1.43% |
$11.5K - $14.2K
|
1.66K
$951K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-25- 2.97% |
$12K - $14.8K
|
818
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 1.24% |
$12K - $14.8K
|
2K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-25- 2.57% |
$12K - $14.8K
|
947
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-25- 3.01% |
$12K - $14.8K
|
805
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-25- 0.8% |
$12K - $14.8K
|
3.1K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 3.06% |
$12K - $14.8K
|
792
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-25- 4.64% |
$12K - $14.8K
|
514
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 1.88% |
$12K - $14.8K
|
1.3K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-25- 6.54% |
$12K - $14.8K
|
357
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-26- 4.17% |
$12.5K - $15.4K
|
597
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-26- 2.75% |
$12.5K - $15.4K
|
918
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-26- 5.24% |
$12.5K - $15.4K
|
470
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-26- 2.96% |
$12.5K - $15.4K
|
853
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-26- 0.1% |
$12.5K - $15.4K
|
25.9K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-26- 0.52% |
$12.5K - $15.4K
|
4.98K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-27- 2.57% |
$13K - $15.9K
|
1.02K
$587K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-27- 1.13% |
$13K - $15.9K
|
2.37K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-27- 0.91% |
$13K - $15.9K
|
2.93K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-27- 0.87% |
$13K - $15.9K
|
3.09K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-27- 4.32% |
$13K - $15.9K
|
598
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 7.11% |
$13K - $15.9K
|
353
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-28- 4.94% |
$13.4K - $16.5K
|
539
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 0.61% |
$13.4K - $16.5K
|
4.54K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-28- 3.43% |
$13.4K - $16.5K
|
788
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.78% |
$13.4K - $16.5K
|
3.56K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-29- 1.47% |
$13.9K - $17.1K
|
1.95K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-29- 6.9% |
$13.9K - $17.1K
|
391
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-29- 0.52% |
$13.9K - $17.1K
|
5.5K
$3.16M
|