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 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.77K+ 4.83% |
$2.77M - $3.41M
|
125K
$72M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
156+ 4.51% |
$74.9K - $92.2K
|
3.61K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
409+ 5.1% |
$196K - $242K
|
8.43K
$4.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.4K- 6.51% |
$1.15M - $1.42M
|
34.6K
$19.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-117- 18.99% |
$56.2K - $69.1K
|
499
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$841K - $1.04M
|
73.9K
$42.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.52% |
$5.76K - $7.09K
|
2.32K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
58+ 3.13% |
$27.8K - $34.3K
|
1.91K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
56+ 4.93% |
$26.9K - $33.1K
|
1.19K
$684K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.9K- 4.22% |
$9.57M - $11.8M
|
453K
$260M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
289+ 4.24% |
$139K - $171K
|
7.11K
$4.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
641New |
$308K - $379K
|
641
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
149+ 6.27% |
$71.5K - $88K
|
2.53K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 1.92% |
$3.84K - $4.73K
|
425
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
181+ 3.41% |
$86.9K - $107K
|
5.49K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-61- 4.74% |
$29.3K - $36K
|
1.23K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12+ 2.97% |
$5.76K - $7.09K
|
416
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-8- 1.29% |
$3.84K - $4.73K
|
614
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-37- 8.24% |
$17.8K - $21.9K
|
412
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
375New |
$180K - $222K
|
375
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-392- 13.57% |
$188K - $232K
|
2.5K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
505+ 3.37% |
$242K - $298K
|
15.5K
$8.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.93K- 11.55% |
$925K - $1.14M
|
14.8K
$8.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
259+ 1.5% |
$124K - $153K
|
17.5K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
443+ 2.41% |
$213K - $262K
|
18.8K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-3- 0.02% |
$1.44K - $1.77K
|
18.2K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8+ 19.51% |
$3.84K - $4.73K
|
49
$28.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-380- 19.05% |
$182K - $224K
|
1.62K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-138- 3.39% |
$66.2K - $81.5K
|
3.94K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-135- 8.12% |
$64.8K - $79.7K
|
1.53K
$877K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-42- 2.95% |
$20.2K - $24.8K
|
1.38K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.48% |
$721K - $887K
|
100K
$57.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
489+ 9.26% |
$235K - $289K
|
5.77K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-319K- 46.01% |
$153M - $189M
|
375K
$215M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.39K+ 16.01% |
$2.11M - $2.59M
|
31.8K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
815+ 16.45% |
$391K - $481K
|
5.77K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-27- 0.91% |
$13K - $15.9K
|
2.93K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
882+ 8.56% |
$423K - $521K
|
11.2K
$6.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
170+ 1.21% |
$81.6K - $100K
|
14.2K
$8.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37K- 77.86% |
$17.8M - $21.9M
|
10.5K
$6.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4K+ 6.55% |
$1.92M - $2.36M
|
65K
$37.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-48- 6.96% |
$23K - $28.4K
|
642
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-393- 2.3% |
$189K - $232K
|
16.7K
$9.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.89% |
$24K - $29.5K
|
5.56K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-940- 7.73% |
$451K - $555K
|
11.2K
$6.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-80- 6.07% |
$38.4K - $47.3K
|
1.24K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
BUY
|
- |
40K+ 7.21% |
$19.2M - $23.6M
|
595K
$342M
|
|
|
Jul 24, 2025
Q2 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
7.58K+ 106.39% |
$3.64M - $4.48M
|
14.7K
$8.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-151- 5.06% |
$72.5K - $89.2K
|
2.83K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-320- 1.25% |
$154K - $189K
|
25.4K
$14.6M
|