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 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.6K+ 18.61% |
$5.55M - $6.83M
|
73.6K
$42.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
22+ 0.71% |
$10.6K - $13K
|
3.12K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
444New |
$213K - $262K
|
444
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-19- 1.74% |
$9.12K - $11.2K
|
1.07K
$617K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.92K+ 89.66% |
$1.4M - $1.73M
|
6.18K
$3.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.8K - $5.91K
|
10
$5.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.19K- 10.62% |
$1.53M - $1.88M
|
26.8K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.17K- 86.91% |
$1.52M - $1.87M
|
478
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$2.4K - $2.95K
|
31.2K
$17.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
159+ 2.54% |
$76.3K - $93.9K
|
6.42K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
46+ 1.27% |
$22.1K - $27.2K
|
3.67K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-57- 7.12% |
$27.4K - $33.7K
|
743
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
563+ 1.08% |
$270K - $333K
|
52.6K
$30.2M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.82% |
$2.4K - $2.95K
|
615
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4+ 0.52% |
$1.92K - $2.36K
|
767
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
81+ 3.96% |
$38.9K - $47.8K
|
2.13K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
28+ 0.51% |
$13.4K - $16.5K
|
5.55K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
37+ 0.35% |
$17.8K - $21.9K
|
10.6K
$6.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
25+ 4.67% |
$12K - $14.8K
|
560
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74+ 0.53% |
$35.5K - $43.7K
|
14K
$8.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.13% |
$1.44K - $1.77K
|
2.38K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.97K- 1.58% |
$947K - $1.17M
|
123K
$70.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
20+ 0.6% |
$9.6K - $11.8K
|
3.37K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10- 2.49% |
$4.8K - $5.91K
|
392
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-11- 0.05% |
$5.28K - $6.5K
|
20.8K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
101+ 9.4% |
$48.5K - $59.7K
|
1.18K
$675K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
170+ 52.31% |
$81.6K - $100K
|
495
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.88K+ 76.78% |
$1.38M - $1.7M
|
6.63K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-619- 48.36% |
$297K - $366K
|
661
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
417+ 5.0% |
$200K - $246K
|
8.75K
$5.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.42K- 63.1% |
$1.16M - $1.43M
|
1.42K
$814K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-12- 1.45% |
$5.76K - $7.09K
|
818
$470K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.14% |
$1.44K - $1.77K
|
2.11K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-51- 4.88% |
$24.5K - $30.1K
|
995
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
52+ 5.25% |
$25K - $30.7K
|
1.04K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-203- 29.85% |
$97.4K - $120K
|
477
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
16+ 0.49% |
$7.68K - $9.45K
|
3.28K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
5+ 0.75% |
$2.4K - $2.95K
|
670
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-206- 3.25% |
$98.9K - $122K
|
6.13K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-94- 1.43% |
$45.1K - $55.5K
|
6.5K
$3.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-97- 2.74% |
$46.6K - $57.3K
|
3.44K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
820+ 64.11% |
$394K - $484K
|
2.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 3.86% |
$88.8K - $109K
|
4.98K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-61.4K- 8.29% |
$29.5M - $36.3M
|
680K
$390M
|
|
|
Aug 05, 2025
Q2 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-1.5K- 27.27% |
$720K - $886K
|
4K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
174+ 2.03% |
$83.5K - $103K
|
8.76K
$5.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.5K- 6.36% |
$5.03M - $6.2M
|
154K
$88.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-27- 0.87% |
$13K - $15.9K
|
3.09K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.17K+ 669.56% |
$1.52M - $1.87M
|
3.64K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.54% |
$5.76K - $7.09K
|
2.22K
$1.27M
|