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
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
419+ 1.59% |
$201K - $248K
|
26.9K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
75+ 0.71% |
$36K - $44.3K
|
10.7K
$6.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-4- 0.86% |
$1.92K - $2.36K
|
460
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-233- 19.51% |
$112K - $138K
|
961
$552K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 2.78% |
$21.6K - $26.6K
|
1.58K
$904K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
28+ 6.59% |
$13.4K - $16.5K
|
453
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$88.8K - $109K
|
185
$106K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-446- 8.33% |
$214K - $263K
|
4.91K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.76% |
$37K - $45.5K
|
4.44K
$2.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 7.12% |
$59K - $72.7K
|
1.85K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
212+ 25.33% |
$102K - $125K
|
1.05K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
984+ 19.9% |
$472K - $581K
|
5.93K
$3.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-75- 3.04% |
$36K - $44.3K
|
2.39K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
100+ 0.15% |
$48K - $59.1K
|
66.1K
$37.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
256+ 17.32% |
$123K - $151K
|
1.73K
$996K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-98- 7.35% |
$47K - $57.9K
|
1.24K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 1.0% |
$696K - $857K
|
144K
$82.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-259- 22.86% |
$124K - $153K
|
874
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-120- 4.55% |
$57.6K - $70.9K
|
2.52K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.68% |
$45.6K - $56.1K
|
14K
$8.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 2.62% |
$24K - $29.5K
|
1.86K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$480 - $591
|
4.23K
$2.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-189- 49.87% |
$90.7K - $112K
|
190
$109K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
38New |
$18.2K - $22.4K
|
38
$21.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 2.16% |
$17.3K - $21.3K
|
1.71K
$979K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.93KNew |
$925K - $1.14M
|
1.93K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4+ 0.24% |
$1.92K - $2.36K
|
1.65K
$945K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
427+ 4.47% |
$205K - $252K
|
9.97K
$5.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-31- 3.08% |
$14.9K - $18.3K
|
975
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
55+ 14.71% |
$26.4K - $32.5K
|
429
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5- 1.47% |
$2.4K - $2.95K
|
335
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2+ 0.17% |
$960 - $1.18K
|
1.16K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-452- 4.36% |
$217K - $267K
|
9.92K
$5.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
293+ 14.91% |
$141K - $173K
|
2.26K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$5.76K - $7.09K
|
4.69K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
951+ 3.72% |
$456K - $562K
|
26.5K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.83K- 9.63% |
$878K - $1.08M
|
17.2K
$9.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-280- 22.4% |
$134K - $165K
|
970
$557K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-478- 5.07% |
$229K - $282K
|
8.95K
$5.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-193- 6.54% |
$92.6K - $114K
|
2.76K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-437K- 15.48% |
$210M - $258M
|
2.38M
$1.37B
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
382+ 1.62% |
$183K - $226K
|
23.9K
$13.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-17- 0.69% |
$8.16K - $10K
|
2.46K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
487+ 2.65% |
$234K - $288K
|
18.9K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
291+ 71.5% |
$140K - $172K
|
698
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-21- 0.68% |
$10.1K - $12.4K
|
3.06K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
24+ 1.64% |
$11.5K - $14.2K
|
1.49K
$856K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.51K- 74.31% |
$723K - $890K
|
521
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1.57K+ 12.29% |
$755K - $929K
|
14.4K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
677+ 10.74% |
$325K - $400K
|
6.98K
$4.01M
|