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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 2.47% |
$19.2K - $23.6K
|
1.58K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.63K- 86.79% |
$1.26M - $1.55M
|
400
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-39- 0.34% |
$18.7K - $23K
|
11.4K
$6.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
216K+ 55.51% |
$104M - $127M
|
604K
$347M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
179+ 10.06% |
$85.9K - $106K
|
1.96K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.73K- 5.66% |
$830K - $1.02M
|
28.8K
$16.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
281+ 3.14% |
$135K - $166K
|
9.24K
$5.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.09% |
$480 - $591
|
1.07K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-33- 8.53% |
$15.8K - $19.5K
|
354
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-80- 2.86% |
$38.4K - $47.3K
|
2.72K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
20.5KNew |
$9.84M - $12.1M
|
20.5K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.78% |
$13.4K - $16.5K
|
3.56K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
413+ 3.29% |
$198K - $244K
|
13K
$7.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-883- 58.59% |
$424K - $522K
|
624
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-210- 9.81% |
$101K - $124K
|
1.93K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
377New |
$181K - $223K
|
377
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
176+ 1.31% |
$84.5K - $104K
|
13.6K
$7.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-40- 2.53% |
$19.2K - $23.6K
|
1.54K
$885K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.46K+ 45.29% |
$699K - $860K
|
4.67K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
31+ 0.85% |
$14.9K - $18.3K
|
3.66K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
48+ 4.42% |
$23K - $28.4K
|
1.13K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-27- 7.11% |
$13K - $15.9K
|
353
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.32K+ 5.26% |
$2.55M - $3.14M
|
106K
$61.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-101- 8.14% |
$48.5K - $59.7K
|
1.14K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
719New |
$345K - $425K
|
719
$413K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
17.8KNew |
$8.55M - $10.5M
|
17.8K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.59K+ 19.34% |
$1.24M - $1.53M
|
16K
$9.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16+ 0.99% |
$7.68K - $9.45K
|
1.63K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
277+ 12.26% |
$133K - $164K
|
2.54K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-90- 2.39% |
$43.2K - $53.2K
|
3.68K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-10- 2.39% |
$4.8K - $5.91K
|
408
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 6.49% |
$65.7K - $80.9K
|
2.25K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$480 - $591
|
116K
$66.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
181+ 0.63% |
$86.9K - $107K
|
29.1K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
27.9K+ 74.79% |
$13.4M - $16.5M
|
65.3K
$37.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
362New |
$174K - $214K
|
362
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 101.84% |
$718K - $884K
|
2.97K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.45K- 24.93% |
$1.17M - $1.44M
|
7.36K
$4.23M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 2.81% |
$1.11M - $1.37M
|
80.1K
$46M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.7K- 1.16% |
$1.3M - $1.6M
|
231K
$133M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
931K+ 1.2% |
$447M - $550M
|
78.5M
$45.1B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422- 3.89% |
$203K - $249K
|
10.4K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
207+ 105.61% |
$99.3K - $122K
|
403
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-4- 0.91% |
$1.92K - $2.36K
|
437
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
8.03KNew |
$3.85M - $4.74M
|
8.03K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$3.84K - $4.73K
|
1.61K
$923K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.13K+ 6.16% |
$3.42M - $4.21M
|
123K
$70.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-16- 1.83% |
$7.68K - $9.45K
|
859
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
597+ 27.41% |
$287K - $353K
|
2.78K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
25+ 5.38% |
$12K - $14.8K
|
490
$281K
|