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 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-68- 15.32% |
$32.6K - $40.2K
|
376
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-69- 12.21% |
$33.1K - $40.8K
|
496
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-69- 1.37% |
$33.1K - $40.8K
|
4.96K
$2.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-69- 11.56% |
$33.1K - $40.8K
|
528
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-69- 4.89% |
$33.1K - $40.8K
|
1.34K
$771K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 2.75% |
$33.6K - $41.4K
|
2.48K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-70- 0.58% |
$33.6K - $41.4K
|
12K
$6.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-70- 4.21% |
$33.6K - $41.4K
|
1.59K
$914K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-70- 1.51% |
$33.6K - $41.4K
|
4.57K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-70- 1.33% |
$33.6K - $41.4K
|
5.18K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-70- 4.19% |
$33.6K - $41.4K
|
1.6K
$919K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-72- 7.96% |
$34.6K - $42.5K
|
833
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-72- 1.14% |
$34.6K - $42.5K
|
6.27K
$3.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-72- 1.4% |
$34.6K - $42.5K
|
5.06K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-72- 2.12% |
$34.6K - $42.5K
|
3.32K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 1.93% |
$35.5K - $43.7K
|
3.77K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74- 1.36% |
$35.5K - $43.7K
|
5.36K
$3.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-74- 3.79% |
$35.5K - $43.7K
|
1.88K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-74- 13.94% |
$35.5K - $43.7K
|
457
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75- 4.37% |
$36K - $44.3K
|
1.64K
$943K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 10.16% |
$36K - $44.3K
|
663
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 16.45% |
$36K - $44.3K
|
381
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-75- 1.64% |
$36K - $44.3K
|
4.5K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-75- 3.04% |
$36K - $44.3K
|
2.39K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-75- 4.47% |
$36K - $44.3K
|
1.6K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-75- 0.41% |
$36K - $44.3K
|
18.3K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-76- 6.29% |
$36.5K - $44.9K
|
1.13K
$651K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-76- 2.67% |
$36.5K - $44.9K
|
2.77K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-77- 0.91% |
$37K - $45.5K
|
8.38K
$4.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-77- 3.43% |
$37K - $45.5K
|
2.17K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-78- 2.16% |
$37.4K - $46.1K
|
3.54K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-78- 0.68% |
$37.4K - $46.1K
|
11.3K
$6.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-79- 0.98% |
$37.9K - $46.7K
|
7.98K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-79- 4.95% |
$37.9K - $46.7K
|
1.52K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-80- 9.43% |
$38.4K - $47.3K
|
768
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-80- 0.95% |
$38.4K - $47.3K
|
8.31K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-80- 9.67% |
$38.4K - $47.3K
|
747
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-80- 6.07% |
$38.4K - $47.3K
|
1.24K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-80- 4.86% |
$38.4K - $47.3K
|
1.57K
$899K
|
|
|
Aug 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-80- 0.22% |
$38.4K - $47.3K
|
36.2K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-80- 2.86% |
$38.4K - $47.3K
|
2.72K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-81- 4.11% |
$38.9K - $47.8K
|
1.89K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
SELL
|
- |
-81- 0.42% |
$38.9K - $47.8K
|
19K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-83- 7.02% |
$39.8K - $49K
|
1.1K
$631K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-86Closed |
$41.3K - $50.8K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-86- 0.93% |
$41.3K - $50.8K
|
9.18K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-86- 5.64% |
$41.3K - $50.8K
|
1.44K
$826K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-87- 79.82% |
$41.8K - $51.4K
|
22
$12.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-87- 1.26% |
$41.8K - $51.4K
|
6.83K
$3.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-87- 2.03% |
$41.8K - $51.4K
|
4.2K
$2.41M
|