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
|
Tanager Wealth Management LLP
|
SELL
|
- |
-52- 10.26% |
$25K - $30.7K
|
455
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-52- 4.21% |
$25K - $30.7K
|
1.18K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-52- 3.02% |
$25K - $30.7K
|
1.67K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-52- 1.94% |
$25K - $30.7K
|
2.62K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-53- 0.55% |
$25.4K - $31.3K
|
9.54K
$5.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-53- 10.08% |
$25.4K - $31.3K
|
473
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-54- 0.79% |
$25.9K - $31.9K
|
6.78K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-55- 0.14% |
$26.4K - $32.5K
|
39.7K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55- 1.66% |
$26.4K - $32.5K
|
3.27K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 8.86% |
$26.4K - $32.5K
|
566
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-55- 0.14% |
$26.4K - $32.5K
|
40.1K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-57- 2.45% |
$27.4K - $33.7K
|
2.27K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-57- 7.12% |
$27.4K - $33.7K
|
743
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-57- 7.06% |
$27.4K - $33.7K
|
750
$431K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-58- 0.87% |
$27.8K - $34.3K
|
6.58K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-58- 0.42% |
$27.8K - $34.3K
|
13.8K
$7.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-58- 8.61% |
$27.8K - $34.3K
|
616
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 47.15% |
$27.8K - $34.3K
|
65
$37.3K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-58- 0.16% |
$27.8K - $34.3K
|
36.1K
$20.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-59- 2.39% |
$28.3K - $34.9K
|
2.41K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 3.37% |
$28.8K - $35.4K
|
1.72K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 45.11% |
$28.8K - $35.4K
|
73
$41.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-60- 7.45% |
$28.8K - $35.4K
|
745
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-60- 8.66% |
$28.8K - $35.4K
|
633
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-60- 12.12% |
$28.8K - $35.4K
|
435
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-60- 7.93% |
$28.8K - $35.4K
|
697
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-60- 2.16% |
$28.8K - $35.4K
|
2.72K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-60- 3.33% |
$28.8K - $35.4K
|
1.74K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-61- 4.74% |
$29.3K - $36K
|
1.23K
$705K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-61- 1.04% |
$29.3K - $36K
|
5.83K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-63- 5.08% |
$30.2K - $37.2K
|
1.18K
$676K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-63- 0.77% |
$30.2K - $37.2K
|
8.17K
$4.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-63- 2.42% |
$30.2K - $37.2K
|
2.54K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-63- 3.02% |
$30.2K - $37.2K
|
2.02K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-64- 0.67% |
$30.7K - $37.8K
|
9.43K
$5.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-64- 7.58% |
$30.7K - $37.8K
|
780
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-64- 12.33% |
$30.7K - $37.8K
|
455
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-64- 2.0% |
$30.7K - $37.8K
|
3.13K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 0.73% |
$31.2K - $38.4K
|
8.8K
$5.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-65- 1.1% |
$31.2K - $38.4K
|
5.84K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-65- 6.53% |
$31.2K - $38.4K
|
930
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-66- 4.68% |
$31.7K - $39K
|
1.34K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-66- 17.1% |
$31.7K - $39K
|
320
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-66- 0.28% |
$31.7K - $39K
|
23.4K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-66- 3.67% |
$31.7K - $39K
|
1.73K
$994K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-67- 0.46% |
$32.2K - $39.6K
|
14.5K
$8.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-67- 2.32% |
$32.2K - $39.6K
|
2.82K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-67- 0.52% |
$32.2K - $39.6K
|
12.8K
$7.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-68- 7.39% |
$32.6K - $40.2K
|
852
$489K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-68- 0.77% |
$32.6K - $40.2K
|
8.72K
$5.01M
|