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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.21K+ 96.94% |
$2.02M - $2.49M
|
8.55K
$4.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46+ 5.03% |
$22.1K - $27.2K
|
960
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-39- 6.9% |
$18.7K - $23K
|
526
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-5- 0.51% |
$2.4K - $2.95K
|
975
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
57+ 10.44% |
$27.4K - $33.7K
|
603
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-7.91K- 1.63% |
$3.8M - $4.67M
|
476K
$274M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
300+ 3.37% |
$144K - $177K
|
9.2K
$5.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.52K+ 17.92% |
$1.21M - $1.49M
|
16.6K
$9.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
3.59K+ 0.7% |
$1.72M - $2.12M
|
516K
$296M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$3.84K - $4.73K
|
15
$8.61K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1+ 0.05% |
$480 - $591
|
1.93K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.25KNew |
$4.44M - $5.46M
|
9.25K
$5.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
196+ 4.16% |
$94.1K - $116K
|
4.91K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
330+ 34.45% |
$158K - $195K
|
1.29K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
370New |
$178K - $219K
|
370
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
6K+ 132.3% |
$2.88M - $3.55M
|
10.5K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.27K+ 11.26% |
$1.09M - $1.34M
|
22.4K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
530+ 31.77% |
$254K - $313K
|
2.2K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-26- 2.75% |
$12.5K - $15.4K
|
918
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
507New |
$243K - $300K
|
507
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16+ 2.52% |
$7.68K - $9.45K
|
650
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 0.78% |
$25.4K - $31.3K
|
6.87K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
56+ 4.27% |
$26.9K - $33.1K
|
1.37K
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2- 0.31% |
$960 - $1.18K
|
640
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-144- 11.15% |
$69.1K - $85.1K
|
1.15K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 107.14% |
$7.2K - $8.86K
|
29
$16.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-620- 3.17% |
$298K - $366K
|
18.9K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-394- 11.95% |
$189K - $233K
|
2.9K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-5- 0.64% |
$2.4K - $2.95K
|
777
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
418New |
$201K - $247K
|
418
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
45+ 3.19% |
$21.6K - $26.6K
|
1.46K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
269+ 7.14% |
$129K - $159K
|
4.04K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-41- 1.62% |
$19.7K - $24.2K
|
2.49K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-77- 0.91% |
$37K - $45.5K
|
8.38K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 15.1% |
$45.6K - $56.1K
|
724
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-14- 0.56% |
$6.72K - $8.27K
|
2.47K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 13.44% |
$226K - $278K
|
3.97K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.64K+ 110.61% |
$3.19M - $3.92M
|
12.6K
$7.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.47K+ 77.94% |
$4.07M - $5M
|
19.3K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-32- 3.5% |
$15.4K - $18.9K
|
882
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.73KNew |
$3.23M - $3.97M
|
6.73K
$3.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
101+ 11.46% |
$48.5K - $59.7K
|
982
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-75- 1.64% |
$36K - $44.3K
|
4.5K
$2.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-630- 2.68% |
$302K - $372K
|
22.9K
$13.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9- 0.16% |
$4.32K - $5.32K
|
5.48K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
66+ 10.66% |
$31.7K - $39K
|
685
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 1.91% |
$3.84K - $4.73K
|
410
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.29K+ 50.16% |
$3.02M - $3.72M
|
18.8K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-555- 0.18% |
$266K - $328K
|
306K
$175M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-133- 3.19% |
$63.8K - $78.6K
|
4.03K
$2.31M
|