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 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.41K+ 8.29% |
$1.64M - $2.02M
|
44.6K
$25.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-256- 4.56% |
$123K - $151K
|
5.36K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-28- 4.94% |
$13.4K - $16.5K
|
539
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
44New |
$21.1K - $26K
|
44
$25.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
67New |
$32.2K - $39.6K
|
67
$38.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.15K- 3.38% |
$1.03M - $1.27M
|
61.3K
$35.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.06K- 10.74% |
$2.43M - $2.99M
|
42K
$24.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-52- 4.21% |
$25K - $30.7K
|
1.18K
$679K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-177- 0.55% |
$84.9K - $105K
|
32.1K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-775- 0.47% |
$372K - $458K
|
164K
$94.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.16K- 3.6% |
$556K - $685K
|
31K
$17.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-15- 1.69% |
$7.2K - $8.86K
|
874
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.48% |
$5.28K - $6.5K
|
2.32K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.59K- 76.51% |
$1.72M - $2.12M
|
1.1K
$633K
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-50- 1.19% |
$24K - $29.5K
|
4.15K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-118- 3.21% |
$56.6K - $69.7K
|
3.56K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.33K- 6.79% |
$1.6M - $1.97M
|
45.7K
$26.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40+ 6.41% |
$19.2K - $23.6K
|
664
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-10K- 4.12% |
$4.8M - $5.91M
|
233K
$134M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
$26.9K - $33.1K
|
56
$32.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
169+ 25.92% |
$81.1K - $99.8K
|
821
$471K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-478- 16.26% |
$229K - $282K
|
2.46K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
613New |
$294K - $362K
|
613
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
417+ 34.26% |
$200K - $246K
|
1.63K
$938K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-38- 2.42% |
$18.2K - $22.4K
|
1.53K
$880K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-57- 2.45% |
$27.4K - $33.7K
|
2.27K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-12- 1.57% |
$5.76K - $7.09K
|
754
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-270- 4.58% |
$130K - $159K
|
5.62K
$3.23M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 3.4% |
$512K - $630K
|
32.5K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.82% |
$1.44K - $1.77K
|
368
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-32- 0.39% |
$15.4K - $18.9K
|
8.26K
$4.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-146- 1.15% |
$70.1K - $86.2K
|
12.6K
$7.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
227+ 15.13% |
$109K - $134K
|
1.73K
$992K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 9.0% |
$37.9K - $46.7K
|
957
$549K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
218+ 10.8% |
$105K - $129K
|
2.24K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-5- 0.57% |
$2.4K - $2.95K
|
878
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-63- 0.77% |
$30.2K - $37.2K
|
8.17K
$4.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 3.67% |
$849K - $1.05M
|
46.5K
$26.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
50+ 1.04% |
$24K - $29.5K
|
4.88K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-962- 2.63% |
$462K - $568K
|
35.6K
$20.4M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.67K+ 22.8% |
$3.2M - $3.94M
|
35.9K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-40.8K- 2.82% |
$19.6M - $24.1M
|
1.41M
$808M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.12K+ 7.71% |
$536K - $659K
|
15.6K
$8.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
74+ 0.81% |
$35.5K - $43.7K
|
9.22K
$5.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-83- 7.02% |
$39.8K - $49K
|
1.1K
$631K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.89K- 2.08% |
$908K - $1.12M
|
89K
$51.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
398+ 8.95% |
$191K - $235K
|
4.85K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9- 0.69% |
$4.32K - $5.32K
|
1.3K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
135+ 15.48% |
$64.8K - $79.7K
|
1.01K
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22+ 2.42% |
$10.6K - $13K
|
932
$535K
|