Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 2.63% |
$537 - $580
|
39
$20.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-20- 2.34% |
$10.7K - $11.6K
|
834
$448K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21.6K+ 22.46% |
$11.6M - $12.5M
|
118K
$63.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-17- 1.97% |
$9.13K - $9.87K
|
847
$455K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
483New |
$259K - $280K
|
483
$259K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-438- 5.4% |
$235K - $254K
|
7.67K
$4.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
45+ 6.31% |
$24.2K - $26.1K
|
758
$407K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
583New |
$313K - $338K
|
583
$313K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-9- 0.05% |
$4.83K - $5.22K
|
17.1K
$9.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
343+ 0.68% |
$184K - $199K
|
50.4K
$27.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.58K- 4.06% |
$3.53M - $3.82M
|
155K
$83.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-98- 8.39% |
$52.6K - $56.9K
|
1.07K
$574K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-634- 55.91% |
$340K - $368K
|
500
$268K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 1.93% |
$11.8K - $12.8K
|
1.12K
$600K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-11.3K- 5.07% |
$6.05M - $6.54M
|
211K
$113M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
357New |
$192K - $207K
|
357
$192K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-24- 0.97% |
$12.9K - $13.9K
|
2.46K
$1.32M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 2.96% |
$5.37K - $5.8K
|
348
$187K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
648+ 3.63% |
$348K - $376K
|
18.5K
$9.93M
|
|
| Q3 2025 | |||||||
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
103+ 3.73% |
$56.7K - $61.7K
|
2.86K
$1.54M
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
83+ 0.94% |
$45.7K - $49.7K
|
8.93K
$4.79M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
11+ 2.67% |
$6.05K - $6.59K
|
423
$227K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.1K+ 48.01% |
$7.76M - $8.45M
|
43.5K
$23.4M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
394+ 4.68% |
$217K - $236K
|
8.81K
$4.73M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-69- 1.23% |
$38K - $41.3K
|
5.53K
$2.97M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 4.44% |
$935K - $1.02M
|
36.6K
$19.7M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-117- 1.32% |
$64.4K - $70.1K
|
8.75K
$4.7M
|
|
|
Dec 12, 2025
Q3 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-5.15K- 4.79% |
$2.83M - $3.08M
|
102K
$55M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$275K - $299K
|
500
$268K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.17% |
$1.1K - $1.2K
|
1.16K
$623K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
4+ 0.8% |
$2.2K - $2.4K
|
506
$272K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 6.53% |
$578K - $630K
|
17.2K
$9.21M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.37K+ 5.59% |
$1.3M - $1.42M
|
44.8K
$24M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
PUT |
2.9KNew |
$1.6M - $1.74M
|
2.9K
$1.56M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-55- 2.82% |
$30.3K - $32.9K
|
1.9K
$1.02M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.74KNew |
$958K - $1.04M
|
1.74K
$935K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.1K+ 7.7% |
$607K - $661K
|
15.4K
$8.28M
|
|
|
Nov 26, 2025
Q3 2025
|
Xxec, Inc.
|
BUY
|
- |
20KNew |
$11M - $12M
|
20K
$10.7M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
30+ 0.76% |
$16.5K - $18K
|
3.99K
$2.14M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-60- 8.71% |
$33K - $35.9K
|
629
$338K
|
|
|
Nov 25, 2025
Q3 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
326+ 0.41% |
$179K - $195K
|
80.8K
$43.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$851K - $926K
|
1.55K
$830K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6+ 0.64% |
$3.3K - $3.59K
|
944
$507K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
25+ 227.27% |
$13.8K - $15K
|
36
$19.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-364- 2.7% |
$200K - $218K
|
13.1K
$7.05M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
64+ 2.18% |
$35.2K - $38.3K
|
3K
$1.61M
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.43K+ 3.27% |
$1.34M - $1.46M
|
76.8K
$41.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.2K- 4.7% |
$661K - $719K
|
24.4K
$13.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.16K+ 1.43% |
$638K - $694K
|
82K
$44M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-26.3K- 95.8% |
$14.5M - $15.8M
|
1.16K
$621K
|
|