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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
946+ 13.6% |
$454K - $559K
|
7.9K
$4.54M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.76K+ 881.47% |
$1.32M - $1.63M
|
3.07K
$1.76M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-497- 1.01% |
$239K - $294K
|
49K
$28.1M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-96- 23.36% |
$46.1K - $56.7K
|
315
$181K
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 1.2% |
$5.76K - $7.09K
|
984
$565K
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-112- 1.82% |
$53.8K - $66.2K
|
6.04K
$3.47M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-104- 9.47% |
$49.9K - $61.4K
|
994
$571K
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.05% |
$2.4K - $2.95K
|
480
$276K
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-48- 1.51% |
$23K - $28.4K
|
3.13K
$1.8M
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-254- 23.67% |
$122K - $150K
|
819
$470K
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-92- 14.31% |
$44.2K - $54.3K
|
551
$316K
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
358+ 2.98% |
$172K - $211K
|
12.4K
$7.11M
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.79% |
$14.4K - $17.7K
|
3.85K
$2.21M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12- 0.09% |
$5.76K - $7.09K
|
13.1K
$7.5M
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
538+ 2.38% |
$258K - $318K
|
23.2K
$13.3M
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 0.5% |
$11.5K - $14.2K
|
4.77K
$2.74M
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35+ 10.64% |
$16.8K - $20.7K
|
364
$209K
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$714K - $879K
|
1.49K
$854K
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
857+ 33.31% |
$411K - $506K
|
3.43K
$1.97M
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-104- 20.76% |
$49.9K - $61.4K
|
397
$228K
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
365+ 2.11% |
$175K - $216K
|
17.6K
$10.1M
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-36- 0.95% |
$17.3K - $21.3K
|
3.75K
$2.15M
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-96- 9.22% |
$46.1K - $56.7K
|
945
$543K
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-413Closed |
$198K - $244K
|
0
$0
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.8K- 1.21% |
$864K - $1.06M
|
148K
$84.7M
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1- 0.17% |
$480 - $591
|
596
$342K
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-91- 0.69% |
$43.7K - $53.8K
|
13.1K
$7.54M
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
564+ 8.91% |
$271K - $333K
|
6.89K
$3.96M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.62K+ 4.76% |
$2.22M - $2.73M
|
102K
$58.5M
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.24K- 2.51% |
$3.48M - $4.28M
|
282K
$162M
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-141- 2.73% |
$67.7K - $83.3K
|
5.03K
$2.89M
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-99- 14.82% |
$47.5K - $58.5K
|
569
$327K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.8K+ 1.08% |
$10.4M - $12.9M
|
2.04M
$1.17B
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
81+ 8.04% |
$38.9K - $47.8K
|
1.09K
$625K
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 12.75% |
$114K - $140K
|
2.1K
$1.2M
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
227+ 4.95% |
$109K - $134K
|
4.81K
$2.76M
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-17.2K- 32.71% |
$8.27M - $10.2M
|
35.4K
$20.3M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
668+ 7.43% |
$321K - $395K
|
9.65K
$5.54M
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
357New |
$171K - $211K
|
357
$205K
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
386New |
$185K - $228K
|
386
$222K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 0.5% |
$10.6K - $13K
|
4.39K
$2.52M
|
|
Jul 30, 2025
Q2 2025
|
Trb Advisors LP
New York, NY |
BUY
|
- |
10KNew |
$4.8M - $5.91M
|
10K
$5.74M
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16- 2.24% |
$7.68K - $9.45K
|
699
$401K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
236+ 11.69% |
$113K - $139K
|
2.26K
$1.29M
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
327+ 11.21% |
$157K - $193K
|
3.24K
$1.86M
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
12.6K+ 0.97% |
$6.07M - $7.47M
|
1.32M
$759M
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
463+ 8.37% |
$222K - $274K
|
5.99K
$3.44M
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.48K- 6.53% |
$1.67M - $2.05M
|
49.8K
$28.6M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
321+ 4.45% |
$154K - $190K
|
7.54K
$4.33M
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-702- 1.63% |
$337K - $415K
|
42.4K
$24.4M
|