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 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
77+ 9.55% |
$37K - $45.5K
|
883
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
15+ 0.99% |
$7.2K - $8.86K
|
1.53K
$881K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-142- 0.62% |
$68.1K - $83.9K
|
22.6K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-440- 0.87% |
$211K - $260K
|
49.9K
$28.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-22.2K- 37.69% |
$10.7M - $13.1M
|
36.7K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.86K- 50.0% |
$1.37M - $1.69M
|
2.86K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
21+ 0.82% |
$10.1K - $12.4K
|
2.58K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.05K+ 0.46% |
$982K - $1.21M
|
449K
$258M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
700+ 164.32% |
$336K - $414K
|
1.13K
$647K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
219+ 7.05% |
$105K - $129K
|
3.33K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-13- 0.68% |
$6.24K - $7.68K
|
1.9K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
205+ 4.31% |
$98.4K - $121K
|
4.96K
$2.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-267- 4.79% |
$128K - $158K
|
5.31K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-208- 1.12% |
$99.8K - $123K
|
18.4K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
265+ 3.07% |
$127K - $157K
|
8.88K
$5.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.54% |
$960 - $1.18K
|
372
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
7+ 1.76% |
$3.36K - $4.14K
|
404
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
121+ 12.27% |
$58.1K - $71.5K
|
1.11K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-975- 9.67% |
$468K - $576K
|
9.1K
$5.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
2+ 0.48% |
$960 - $1.18K
|
423
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1+ 0.02% |
$480 - $591
|
4.59K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
114+ 10.48% |
$54.7K - $67.3K
|
1.2K
$690K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
185+ 29.27% |
$88.8K - $109K
|
817
$469K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-875- 5.17% |
$420K - $517K
|
16K
$9.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-799- 51.95% |
$383K - $472K
|
739
$424K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
826+ 0.58% |
$396K - $488K
|
142K
$81.6M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-89- 1.24% |
$42.7K - $52.6K
|
7.07K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-70.2K- 45.65% |
$33.7M - $41.5M
|
83.6K
$48M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-19- 2.5% |
$9.12K - $11.2K
|
741
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-51- 12.17% |
$24.5K - $30.1K
|
368
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90+ 1.42% |
$43.2K - $53.2K
|
6.42K
$3.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.79K- 1.77% |
$860K - $1.06M
|
99.4K
$57.1M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
4.95K+ 0.41% |
$2.38M - $2.92M
|
1.22M
$701M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$1.21M - $1.49M
|
2.52K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-208- 0.96% |
$99.8K - $123K
|
21.3K
$12.3M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
77+ 10.52% |
$37K - $45.5K
|
809
$465K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-2.73K- 2.31% |
$1.31M - $1.61M
|
115K
$66M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-173- 1.87% |
$83K - $102K
|
9.1K
$5.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-2- 0.11% |
$960 - $1.18K
|
1.79K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-40- 0.98% |
$19.2K - $23.6K
|
4.03K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.37% |
$18.7K - $23K
|
10.5K
$6.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.93% |
$19.7K - $24.2K
|
4.47K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
60+ 3.76% |
$28.8K - $35.4K
|
1.66K
$951K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-347- 1.91% |
$167K - $205K
|
17.8K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1- 0.08% |
$480 - $591
|
1.3K
$746K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
107+ 21.88% |
$51.4K - $63.2K
|
596
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
420+ 21.73% |
$202K - $248K
|
2.35K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 2.06% |
$7.68K - $9.45K
|
792
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
696+ 0.53% |
$334K - $411K
|
133K
$76.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-80- 4.86% |
$38.4K - $47.3K
|
1.57K
$899K
|