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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-637- 11.81% |
$306K - $376K
|
4.76K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-643- 0.58% |
$309K - $380K
|
110K
$63.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-648- 0.89% |
$311K - $383K
|
72K
$41.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-650- 0.24% |
$312K - $384K
|
270K
$155M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-650- 5.6% |
$312K - $384K
|
11K
$6.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-651- 30.46% |
$312K - $385K
|
1.49K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-654- 2.89% |
$314K - $386K
|
22K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-654- 35.99% |
$314K - $386K
|
1.16K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-657- 14.28% |
$315K - $388K
|
3.94K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-662- 4.36% |
$318K - $391K
|
14.5K
$8.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-680- 2.05% |
$326K - $402K
|
32.6K
$18.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-682- 2.91% |
$327K - $403K
|
22.7K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-682- 4.96% |
$327K - $403K
|
13.1K
$7.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-685- 28.45% |
$329K - $405K
|
1.72K
$989K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-696- 22.05% |
$334K - $411K
|
2.46K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-696- 5.57% |
$334K - $411K
|
11.8K
$6.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-700- 9.25% |
$336K - $414K
|
6.87K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-702- 1.63% |
$337K - $415K
|
42.4K
$24.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-703- 14.86% |
$337K - $415K
|
4.03K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-705- 1.79% |
$338K - $416K
|
38.7K
$22.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-706- 93.39% |
$339K - $417K
|
50
$28.7K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-710- 45.63% |
$341K - $419K
|
846
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-718- 8.53% |
$345K - $424K
|
7.7K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-725- 0.89% |
$348K - $428K
|
80.4K
$46.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-726- 64.82% |
$348K - $429K
|
394
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-728- 17.26% |
$349K - $430K
|
3.49K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-733- 14.51% |
$352K - $433K
|
4.32K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-749- 7.61% |
$359K - $442K
|
9.1K
$5.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-750- 6.93% |
$360K - $443K
|
10.1K
$5.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-751- 1.51% |
$360K - $444K
|
48.9K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-752- 0.19% |
$361K - $444K
|
400K
$230M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-763- 17.34% |
$366K - $451K
|
3.64K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-771- 8.35% |
$370K - $455K
|
8.46K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-772- 0.57% |
$370K - $456K
|
134K
$77.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 21.15% |
$372K - $458K
|
2.89K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-775- 0.47% |
$372K - $458K
|
164K
$94.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-780- 0.77% |
$374K - $461K
|
100K
$57.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-780- 6.17% |
$374K - $461K
|
11.9K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-785- 5.07% |
$377K - $464K
|
14.7K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-789- 64.46% |
$379K - $466K
|
435
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-798- 1.34% |
$383K - $471K
|
58.6K
$33.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-799- 51.95% |
$383K - $472K
|
739
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-807- 6.81% |
$387K - $477K
|
11K
$6.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-808- 3.66% |
$388K - $477K
|
21.3K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-808- 58.68% |
$388K - $477K
|
569
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-814- 88.38% |
$391K - $481K
|
107
$61.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-814- 3.97% |
$391K - $481K
|
19.7K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-826- 9.36% |
$396K - $488K
|
8K
$4.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-840- 6.4% |
$403K - $496K
|
12.3K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Crystal Rock Capital Management
|
SELL
|
- |
-840- 4.12% |
$403K - $496K
|
19.6K
$11.2M
|