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 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.4K+ 50.35% |
$1.15M - $1.42M
|
7.16K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.36K+ 20.92% |
$1.13M - $1.39M
|
13.6K
$7.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.35K+ 443.58% |
$1.13M - $1.39M
|
2.88K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
2.3K+ 23.96% |
$1.1M - $1.36M
|
11.9K
$6.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 19.55% |
$1.09M - $1.34M
|
13.9K
$7.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.27K+ 11.26% |
$1.09M - $1.34M
|
22.4K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.26KNew |
$1.08M - $1.33M
|
2.26K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
2.21K+ 8.03% |
$1.06M - $1.31M
|
29.8K
$17.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.21K+ 2.81% |
$1.06M - $1.3M
|
80.8K
$46.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
2.2K+ 8.37% |
$1.06M - $1.3M
|
28.5K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
2.15K+ 2.86% |
$1.03M - $1.27M
|
77.5K
$44.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.09K+ 6.09% |
$1M - $1.23M
|
36.4K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.06K+ 35.43% |
$990K - $1.22M
|
7.89K
$4.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.05K+ 0.46% |
$982K - $1.21M
|
449K
$258M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.04K+ 39.13% |
$980K - $1.21M
|
7.26K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.03K+ 3.59% |
$972K - $1.2M
|
58.4K
$33.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
2K+ 12.98% |
$960K - $1.18M
|
17.4K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Dnca Finance
Paris, I0 |
BUY
|
- |
2K+ 5.91% |
$960K - $1.18M
|
35.9K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 19.9% |
$941K - $1.16M
|
11.8K
$6.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.94K+ 19.09% |
$932K - $1.15M
|
12.1K
$6.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.93KNew |
$925K - $1.14M
|
1.93K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.93K+ 11.37% |
$924K - $1.14M
|
18.9K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 9.11% |
$922K - $1.13M
|
23K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.92K+ 1.13% |
$920K - $1.13M
|
172K
$98.6M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.92K+ 64.94% |
$919K - $1.13M
|
4.86K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$913K - $1.12M
|
1.9K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.88K+ 25.28% |
$902K - $1.11M
|
9.32K
$5.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 20.07% |
$887K - $1.09M
|
11.1K
$6.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.83K+ 0.26% |
$879K - $1.08M
|
702K
$403M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.79K+ 49.75% |
$860K - $1.06M
|
5.39K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.78K+ 0.47% |
$856K - $1.05M
|
381K
$219M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.77K+ 11.82% |
$851K - $1.05M
|
16.8K
$9.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.77K+ 33.23% |
$849K - $1.05M
|
7.1K
$4.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$841K - $1.04M
|
73.9K
$42.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.75K+ 3.52% |
$840K - $1.03M
|
51.5K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.73K+ 4.96% |
$829K - $1.02M
|
36.6K
$21M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.72K+ 22.75% |
$824K - $1.01M
|
9.26K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.71K+ 2.11% |
$820K - $1.01M
|
82.7K
$47.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.67K+ 4.26% |
$803K - $989K
|
41K
$23.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 10.9% |
$782K - $962K
|
16.6K
$9.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.63K+ 50.54% |
$781K - $962K
|
4.85K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.62K+ 25.22% |
$776K - $955K
|
8.03K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$768K - $945K
|
1.6K
$919K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.58K+ 9.08% |
$760K - $935K
|
19K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1.57K+ 12.29% |
$755K - $929K
|
14.4K
$8.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.54K+ 7.32% |
$738K - $908K
|
22.5K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.51K+ 3.83% |
$722K - $889K
|
40.8K
$23.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.5K+ 205.05% |
$721K - $888K
|
2.24K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 101.84% |
$718K - $884K
|
2.97K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.49K+ 31.41% |
$715K - $880K
|
6.23K
$3.58M
|