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 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
250K+ 932.04% |
$120M - $148M
|
277K
$157M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
21.9K+ 268.25% |
$10.5M - $12.9M
|
30K
$17M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 2387.9% |
$7.48M - $9.21M
|
16.2K
$9.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.2K+ 6.0% |
$5.38M - $6.63M
|
198K
$112M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
5KNew |
$2.4M - $2.95M
|
5K
$2.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.54KNew |
$1.7M - $2.09M
|
3.54K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.63K+ 50.54% |
$781K - $962K
|
4.85K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
851+ 15.31% |
$408K - $503K
|
6.41K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
794New |
$381K - $469K
|
794
$449K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
622+ 17.1% |
$299K - $367K
|
4.26K
$2.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
490+ 4.25% |
$235K - $289K
|
12K
$6.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
417+ 7.65% |
$200K - $246K
|
5.87K
$3.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
381New |
$183K - $225K
|
381
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
376+ 62.05% |
$180K - $222K
|
982
$555K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
366New |
$176K - $216K
|
366
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
331+ 6.17% |
$159K - $196K
|
5.69K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
327+ 32.63% |
$157K - $193K
|
1.33K
$751K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
300+ 16.19% |
$144K - $177K
|
2.15K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
284+ 12.89% |
$136K - $168K
|
2.49K
$1.41M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
276+ 2.87% |
$132K - $163K
|
9.88K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
268+ 24.12% |
$129K - $158K
|
1.38K
$779K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
181+ 4.04% |
$86.9K - $107K
|
4.66K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
167+ 2.18% |
$80.1K - $98.7K
|
7.81K
$4.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
157+ 2.25% |
$75.3K - $92.7K
|
7.12K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
155+ 20.03% |
$74.4K - $91.6K
|
929
$525K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
152+ 6.65% |
$72.9K - $89.8K
|
2.44K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
127+ 8.96% |
$60.9K - $75K
|
1.55K
$873K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
116+ 4.5% |
$55.7K - $68.5K
|
2.69K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
95+ 2.6% |
$45.6K - $56.1K
|
3.75K
$2.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
93+ 5.2% |
$44.6K - $54.9K
|
1.88K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
93+ 2.63% |
$44.6K - $54.9K
|
3.63K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 5.19% |
$42.2K - $52K
|
1.79K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 12.42% |
$36K - $44.3K
|
679
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
70+ 3.17% |
$33.6K - $41.4K
|
2.28K
$1.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
41+ 4.73% |
$19.7K - $24.2K
|
908
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34+ 0.72% |
$16.3K - $20.1K
|
4.73K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.5% |
$15.8K - $19.5K
|
6.61K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
31+ 6.54% |
$14.9K - $18.3K
|
505
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28+ 14.0% |
$13.4K - $16.5K
|
228
$129K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
25+ 3.05% |
$12K - $14.8K
|
846
$478K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
21+ 2.0% |
$10.1K - $12.4K
|
1.07K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
20+ 4.35% |
$9.6K - $11.8K
|
480
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
18+ 0.11% |
$8.64K - $10.6K
|
16K
$9.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16+ 1.69% |
$7.68K - $9.45K
|
962
$544K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
15+ 1.3% |
$7.2K - $8.86K
|
1.17K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.6% |
$6.24K - $7.68K
|
210
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12+ 3.05% |
$5.76K - $7.09K
|
405
$229K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8+ 1.78% |
$3.84K - $4.73K
|
458
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7+ 0.1% |
$3.36K - $4.14K
|
6.94K
$3.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.36K
|
2.16K
$1.22M
|