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 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-40- 2.97% |
$19.2K - $23.6K
|
1.31K
$749K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-40- 0.98% |
$19.2K - $23.6K
|
4.03K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-40- 0.95% |
$19.2K - $23.6K
|
4.15K
$2.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-40- 1.73% |
$19.2K - $23.6K
|
2.27K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-40- 0.38% |
$19.2K - $23.6K
|
10.4K
$5.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-40- 35.09% |
$19.2K - $23.6K
|
74
$42.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 2.47% |
$19.2K - $23.6K
|
1.58K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-40- 2.53% |
$19.2K - $23.6K
|
1.54K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-40- 3.25% |
$19.2K - $23.6K
|
1.19K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-41- 1.6% |
$19.7K - $24.2K
|
2.53K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-41- 1.62% |
$19.7K - $24.2K
|
2.49K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-41- 1.87% |
$19.7K - $24.2K
|
2.16K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-41- 3.1% |
$19.7K - $24.2K
|
1.28K
$735K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-42- 8.79% |
$20.2K - $24.8K
|
436
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42- 2.95% |
$20.2K - $24.8K
|
1.38K
$792K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-42- 93.33% |
$20.2K - $24.8K
|
3
$1.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-42- 0.32% |
$20.2K - $24.8K
|
13.3K
$7.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-43- 1.3% |
$20.6K - $25.4K
|
3.27K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-43- 1.44% |
$20.6K - $25.4K
|
2.94K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-44- 6.35% |
$21.1K - $26K
|
649
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-44- 8.15% |
$21.1K - $26K
|
496
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-44- 2.34% |
$21.1K - $26K
|
1.84K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.55% |
$21.1K - $26K
|
2.8K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-45- 3.73% |
$21.6K - $26.6K
|
1.16K
$668K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 0.93% |
$21.6K - $26.6K
|
4.79K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-45- 10.66% |
$21.6K - $26.6K
|
377
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-45- 9.05% |
$21.6K - $26.6K
|
452
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-45- 2.45% |
$21.6K - $26.6K
|
1.79K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 2.78% |
$21.6K - $26.6K
|
1.58K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-47- 1.84% |
$22.6K - $27.8K
|
2.51K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-47- 3.19% |
$22.6K - $27.8K
|
1.43K
$819K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-48- 0.98% |
$23K - $28.4K
|
4.83K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-48- 6.96% |
$23K - $28.4K
|
642
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-48- 1.51% |
$23K - $28.4K
|
3.13K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 7.52% |
$23.5K - $28.9K
|
603
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-49- 2.83% |
$23.5K - $28.9K
|
1.68K
$965K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-49- 1.4% |
$23.5K - $28.9K
|
3.45K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-49- 4.34% |
$23.5K - $28.9K
|
1.08K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.24% |
$24K - $29.5K
|
20.9K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-50- 6.38% |
$24K - $29.5K
|
734
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.89% |
$24K - $29.5K
|
5.56K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-50- 1.19% |
$24K - $29.5K
|
4.15K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 2.62% |
$24K - $29.5K
|
1.86K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-50- 1.19% |
$24K - $29.5K
|
4.17K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-50- 0.28% |
$24K - $29.5K
|
17.7K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-50- 11.6% |
$24K - $29.5K
|
381
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-51- 0.43% |
$24.5K - $30.1K
|
11.7K
$6.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-51- 12.17% |
$24.5K - $30.1K
|
368
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-51- 9.34% |
$24.5K - $30.1K
|
495
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-51- 4.88% |
$24.5K - $30.1K
|
995
$571K
|