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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28+ 14.0% |
$13.4K - $16.5K
|
228
$129K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 5.48% |
$13K - $15.9K
|
520
$294K
|
|
|
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 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
15+ 0.38% |
$7.2K - $8.86K
|
3.94K
$2.23M
|
|
|
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 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
10+ 0.59% |
$4.8K - $5.91K
|
1.72K
$969K
|
|
|
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 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5+ 1.0% |
$2.4K - $2.95K
|
505
$285K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.36K
|
2.16K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3+ 0.76% |
$1.44K - $1.77K
|
398
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$960 - $1.18K
|
2.92K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.13% |
$960 - $1.18K
|
1.59K
$899K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$480 - $591
|
4.39K
$2.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.12% |
$480 - $591
|
822
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.1% |
$480 - $591
|
970
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.39% |
$480 - $591
|
253
$143K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.09% |
$960 - $1.18K
|
2.19K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 2.14% |
$1.44K - $1.77K
|
137
$77.4K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.44K - $1.77K
|
1.36K
$770K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4- 0.35% |
$1.92K - $2.36K
|
1.13K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4- 0.35% |
$1.92K - $2.36K
|
1.14K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-5- 0.77% |
$2.4K - $2.95K
|
642
$363K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-6- 0.17% |
$2.88K - $3.54K
|
3.57K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-8- 0.67% |
$3.84K - $4.73K
|
1.19K
$675K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8- 2.09% |
$3.84K - $4.73K
|
375
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-9- 0.53% |
$4.32K - $5.32K
|
1.7K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-10- 0.4% |
$4.8K - $5.91K
|
2.49K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11- 0.13% |
$5.28K - $6.5K
|
8.59K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 1.23% |
$5.76K - $7.09K
|
960
$543K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 2.62% |
$6.24K - $7.68K
|
483
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.86% |
$8.64K - $10.6K
|
948
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-19- 0.24% |
$9.12K - $11.2K
|
7.91K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 1.95% |
$9.6K - $11.8K
|
1.01K
$570K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-20- 0.79% |
$9.6K - $11.8K
|
2.51K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-21- 1.6% |
$10.1K - $12.4K
|
1.29K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-22- 3.24% |
$10.6K - $13K
|
656
$371K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-25- 2.97% |
$12K - $14.8K
|
818
$462K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-29- 1.47% |
$13.9K - $17.1K
|
1.95K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-30- 2.66% |
$14.4K - $17.7K
|
1.1K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-38- 1.11% |
$18.2K - $22.4K
|
3.39K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-44- 8.15% |
$21.1K - $26K
|
496
$280K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-44- 6.35% |
$21.1K - $26K
|
649
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 3.37% |
$28.8K - $35.4K
|
1.72K
$971K
|