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 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-30- 2.66% |
$14.4K - $17.7K
|
1.1K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-30- 0.2% |
$14.4K - $17.7K
|
14.6K
$8.39M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-30- 0.72% |
$14.4K - $17.7K
|
4.12K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-30- 17.14% |
$14.4K - $17.7K
|
145
$83.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-30- 6.52% |
$14.4K - $17.7K
|
430
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-30- 0.35% |
$14.4K - $17.7K
|
8.6K
$4.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-30- 7.16% |
$14.4K - $17.7K
|
389
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.8% |
$14.4K - $17.7K
|
3.71K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-30- 1.01% |
$14.4K - $17.7K
|
2.94K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-30- 0.23% |
$14.4K - $17.7K
|
13.3K
$7.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-31- 7.42% |
$14.9K - $18.3K
|
387
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-31- 3.08% |
$14.9K - $18.3K
|
975
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-31- 0.18% |
$14.9K - $18.3K
|
17.6K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-31- 0.31% |
$14.9K - $18.3K
|
10.1K
$5.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-32- 1.87% |
$15.4K - $18.9K
|
1.68K
$965K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-32- 3.28% |
$15.4K - $18.9K
|
943
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-32- 1.85% |
$15.4K - $18.9K
|
1.7K
$976K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-32- 3.5% |
$15.4K - $18.9K
|
882
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-32- 1.21% |
$15.4K - $18.9K
|
2.61K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-32- 0.39% |
$15.4K - $18.9K
|
8.26K
$4.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-32- 0.43% |
$15.4K - $18.9K
|
7.36K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 1.21% |
$15.4K - $18.9K
|
2.6K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-33- 2.11% |
$15.8K - $19.5K
|
1.53K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-33- 6.83% |
$15.8K - $19.5K
|
450
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-33- 8.53% |
$15.8K - $19.5K
|
354
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-33- 0.42% |
$15.8K - $19.5K
|
7.81K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-34- 5.77% |
$16.3K - $20.1K
|
555
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.04% |
$16.3K - $20.1K
|
78.1K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-34- 5.63% |
$16.3K - $20.1K
|
570
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-34- 0.57% |
$16.3K - $20.1K
|
5.97K
$3.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-35- 4.96% |
$16.8K - $20.7K
|
670
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 0.39% |
$16.8K - $20.7K
|
8.93K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-35- 0.63% |
$16.8K - $20.7K
|
5.49K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-36- 2.19% |
$17.3K - $21.3K
|
1.61K
$923K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-36- 6.22% |
$17.3K - $21.3K
|
543
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-36- 0.95% |
$17.3K - $21.3K
|
3.75K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 1.46% |
$17.3K - $21.3K
|
2.43K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-36- 0.21% |
$17.3K - $21.3K
|
16.7K
$9.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-37- 0.57% |
$17.8K - $21.9K
|
6.51K
$3.74M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-37- 8.24% |
$17.8K - $21.9K
|
412
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-37- 2.88% |
$17.8K - $21.9K
|
1.25K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-37- 0.55% |
$17.8K - $21.9K
|
6.71K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-38- 1.11% |
$18.2K - $22.4K
|
3.39K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-38- 7.68% |
$18.2K - $22.4K
|
457
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-38- 2.42% |
$18.2K - $22.4K
|
1.53K
$880K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-39- 6.9% |
$18.7K - $23K
|
526
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.37% |
$18.7K - $23K
|
10.5K
$6.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-39- 0.34% |
$18.7K - $23K
|
11.4K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-39- 0.29% |
$18.7K - $23K
|
13.3K
$7.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-40- 6.9% |
$19.2K - $23.6K
|
540
$310K
|