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
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.93K+ 11.37% |
$924K - $1.14M
|
18.9K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
658+ 6.6% |
$316K - $389K
|
10.6K
$6.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.7% |
$9.12K - $11.2K
|
2.74K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-26- 5.24% |
$12.5K - $15.4K
|
470
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-32- 1.21% |
$15.4K - $18.9K
|
2.61K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-40- 0.95% |
$19.2K - $23.6K
|
4.15K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
104+ 25.43% |
$49.9K - $61.4K
|
513
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-168- 24.96% |
$80.6K - $99.2K
|
505
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
556+ 0.61% |
$267K - $328K
|
91.1K
$52.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2- 0.23% |
$960 - $1.18K
|
885
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-236- 4.76% |
$113K - $139K
|
4.72K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.12% |
$1.92K - $2.36K
|
3.32K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
427+ 2.18% |
$205K - $252K
|
20.1K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.02M- 99.81% |
$489M - $601M
|
1.99K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.33% |
$18.2K - $22.4K
|
1.67K
$957K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 8.52% |
$96K - $118K
|
2.55K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
86+ 81.9% |
$41.3K - $50.8K
|
191
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-21- 1.4% |
$10.1K - $12.4K
|
1.48K
$850K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.75% |
$6.24K - $7.68K
|
1.74K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 0.85% |
$10.6K - $13K
|
2.56K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.97% |
$5.28K - $6.5K
|
1.15K
$659K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
705New |
$338K - $416K
|
705
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-65- 1.1% |
$31.2K - $38.4K
|
5.84K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.11% |
$1.92K - $2.36K
|
3.61K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-69- 12.21% |
$33.1K - $40.8K
|
496
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
200+ 23.72% |
$96K - $118K
|
1.04K
$599K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-475- 5.71% |
$228K - $281K
|
7.84K
$4.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
408+ 3.03% |
$196K - $241K
|
13.9K
$7.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.01K- 3.02% |
$486K - $598K
|
32.5K
$18.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
679New |
$326K - $401K
|
679
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
2.4KNew |
$1.15M - $1.42M
|
2.4K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
383+ 0.88% |
$184K - $226K
|
43.7K
$25.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.35K+ 443.58% |
$1.13M - $1.39M
|
2.88K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.62K- 4.73% |
$1.74M - $2.14M
|
72.9K
$41.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-30- 17.14% |
$14.4K - $17.7K
|
145
$83.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
808+ 6.81% |
$388K - $477K
|
12.7K
$7.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-55- 0.14% |
$26.4K - $32.5K
|
40.1K
$23M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
261+ 0.7% |
$125K - $154K
|
37.5K
$21.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
13+ 0.21% |
$6.24K - $7.68K
|
6.14K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-33.7K- 3.38% |
$16.2M - $19.9M
|
964K
$553M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 22.56% |
$14.4K - $17.7K
|
163
$93.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
56+ 1.29% |
$26.9K - $33.1K
|
4.38K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
60+ 13.57% |
$28.8K - $35.4K
|
502
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
338+ 3.92% |
$162K - $200K
|
8.96K
$5.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5- 1.01% |
$2.4K - $2.95K
|
488
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
105+ 175.0% |
$50.4K - $62K
|
165
$94.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.18K+ 13.71% |
$568K - $699K
|
9.81K
$5.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
392+ 2.02% |
$188K - $232K
|
19.8K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-68- 15.32% |
$32.6K - $40.2K
|
376
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
3.65K+ 516.86% |
$1.75M - $2.16M
|
4.36K
$2.5M
|