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
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-14- 3.44% |
$6.72K - $8.27K
|
393
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-97- 0.92% |
$46.6K - $57.3K
|
10.5K
$6.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22+ 2.06% |
$10.6K - $13K
|
1.09K
$626K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-27- 4.32% |
$13K - $15.9K
|
598
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
16.5K+ 42.84% |
$7.92M - $9.75M
|
55K
$31.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
157+ 0.92% |
$75.3K - $92.7K
|
17.1K
$9.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Ownership Capital B.V.
|
SELL
|
- |
-111K- 30.59% |
$53.1M - $65.4M
|
251K
$144M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$913K - $1.12M
|
1.9K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
83+ 1.68% |
$39.8K - $49K
|
5.01K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
286+ 13.07% |
$137K - $169K
|
2.47K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
20+ 5.21% |
$9.6K - $11.8K
|
404
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.09K- 4.81% |
$521K - $642K
|
21.5K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.37% |
$16.3K - $20.1K
|
9.23K
$5.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-79- 0.98% |
$37.9K - $46.7K
|
7.98K
$4.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.19K+ 8.5% |
$572K - $704K
|
15.2K
$8.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.64K- 19.77% |
$3.67M - $4.51M
|
31K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.01K- 6.43% |
$2.41M - $2.96M
|
73K
$41.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
309New |
$148K - $183K
|
309
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-170- 7.43% |
$81.6K - $100K
|
2.12K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
110+ 1.56% |
$52.8K - $65K
|
7.17K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
787+ 4.16% |
$378K - $465K
|
19.7K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
540+ 75.1% |
$259K - $319K
|
1.26K
$723K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.07K- 1.15% |
$1.95M - $2.4M
|
350K
$201M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 4.12% |
$240K - $295K
|
11.6K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-72- 1.4% |
$34.6K - $42.5K
|
5.06K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.64K+ 50.95% |
$1.74M - $2.15M
|
10.8K
$6.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
7.48K+ 1.28% |
$3.59M - $4.42M
|
594K
$341M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.09K+ 6.09% |
$1M - $1.23M
|
36.4K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
35.3K+ 20.97% |
$16.9M - $20.8M
|
204K
$117M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.35K- 0.31% |
$645K - $795K
|
428K
$246M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
406+ 6.14% |
$195K - $240K
|
7.02K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
368+ 7.82% |
$177K - $217K
|
5.08K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-77- 3.43% |
$37K - $45.5K
|
2.17K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.75K- 2.06% |
$1.32M - $1.62M
|
131K
$75M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.04% |
$16.3K - $20.1K
|
78.1K
$44.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.3K+ 2.88% |
$2.54M - $3.13M
|
189K
$109M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-30- 6.52% |
$14.4K - $17.7K
|
430
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-70- 1.51% |
$33.6K - $41.4K
|
4.57K
$2.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-198- 7.5% |
$95K - $117K
|
2.44K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
61+ 3.43% |
$29.3K - $36K
|
1.84K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-162- 16.68% |
$77.7K - $95.7K
|
809
$465K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.26% |
$480 - $591
|
393
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15+ 1.17% |
$7.2K - $8.86K
|
1.3K
$745K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-78- 2.16% |
$37.4K - $46.1K
|
3.54K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.67K- 6.39% |
$1.76M - $2.17M
|
53.8K
$30.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-372- 25.5% |
$179K - $220K
|
1.09K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$480 - $591
|
3.02K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-496- 1.2% |
$238K - $293K
|
40.9K
$23.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-61- 1.04% |
$29.3K - $36K
|
5.83K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-9- 0.3% |
$4.32K - $5.32K
|
2.98K
$1.71M
|