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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 3.16% |
$499K - $614K
|
33.9K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.04K+ 9.05% |
$498K - $613K
|
12.5K
$7.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.02KNew |
$491K - $605K
|
1.02K
$588K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1K+ 89.0% |
$481K - $593K
|
2.13K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
1K+ 26.36% |
$480K - $591K
|
4.8K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1K+ 2.08% |
$480K - $591K
|
49.1K
$28.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bluegrass Capital Partners LP
Palm Beach, FL |
BUY
|
- |
1K+ 3.7% |
$480K - $591K
|
28K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
999+ 36.29% |
$479K - $590K
|
3.75K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
984+ 19.9% |
$472K - $581K
|
5.93K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
975+ 10.52% |
$468K - $576K
|
10.2K
$5.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
963New |
$462K - $569K
|
963
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
951+ 3.72% |
$456K - $562K
|
26.5K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
951+ 58.17% |
$456K - $562K
|
2.59K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
950New |
$456K - $561K
|
950
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
947+ 41.34% |
$454K - $559K
|
3.24K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
946+ 13.6% |
$454K - $559K
|
7.9K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
941+ 1.93% |
$452K - $556K
|
49.6K
$28.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
937+ 19.4% |
$450K - $554K
|
5.77K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
931+ 1.87% |
$447K - $550K
|
50.8K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
927+ 15.07% |
$445K - $548K
|
7.08K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
925+ 231.25% |
$444K - $546K
|
1.33K
$761K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
924+ 0.77% |
$443K - $546K
|
121K
$69.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Triodos Investment Management Bv
|
BUY
|
- |
900+ 0.93% |
$432K - $532K
|
97.8K
$56.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
898+ 7.83% |
$431K - $530K
|
12.4K
$7.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
895New |
$430K - $529K
|
895
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
887+ 34.69% |
$426K - $524K
|
3.44K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
882+ 8.56% |
$423K - $521K
|
11.2K
$6.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
867+ 120.75% |
$416K - $512K
|
1.59K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
865+ 0.26% |
$415K - $511K
|
334K
$192M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
863+ 72.46% |
$414K - $510K
|
2.05K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
860+ 128.94% |
$413K - $508K
|
1.53K
$877K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
857+ 33.31% |
$411K - $506K
|
3.43K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
851+ 15.31% |
$408K - $503K
|
6.41K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
847+ 19.63% |
$406K - $500K
|
5.16K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
846+ 4.02% |
$406K - $500K
|
21.9K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
826+ 0.58% |
$396K - $488K
|
142K
$81.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
820New |
$394K - $484K
|
820
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
820+ 64.11% |
$394K - $484K
|
2.1K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
815+ 16.45% |
$391K - $481K
|
5.77K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
808+ 6.81% |
$388K - $477K
|
12.7K
$7.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
807+ 3.87% |
$387K - $477K
|
21.6K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
807+ 6.74% |
$387K - $477K
|
12.8K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
806+ 18.83% |
$387K - $476K
|
5.09K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
801+ 237.69% |
$384K - $473K
|
1.14K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
798+ 2.95% |
$383K - $471K
|
27.8K
$16M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
794New |
$381K - $469K
|
794
$456K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
789New |
$379K - $466K
|
789
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
788+ 157.29% |
$378K - $466K
|
1.29K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
787+ 4.16% |
$378K - $465K
|
19.7K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
784+ 4.11% |
$376K - $463K
|
19.9K
$11.4M
|