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 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
22+ 3.32% |
$10.6K - $13K
|
685
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-41- 1.6% |
$19.7K - $24.2K
|
2.53K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
368New |
$177K - $217K
|
368
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-706- 93.39% |
$339K - $417K
|
50
$28.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.52K- 29.04% |
$729K - $898K
|
3.71K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
507New |
$243K - $300K
|
507
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
99+ 6.48% |
$47.5K - $58.5K
|
1.63K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
88+ 2.51% |
$42.2K - $52K
|
3.6K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-522- 0.35% |
$251K - $308K
|
147K
$84.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-24- 0.14% |
$11.5K - $14.2K
|
17.2K
$9.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.1K+ 79.28% |
$3.41M - $4.19M
|
16.1K
$9.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3- 0.22% |
$1.44K - $1.77K
|
1.35K
$775K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-4- 0.38% |
$1.92K - $2.36K
|
1.06K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-45- 9.05% |
$21.6K - $26.6K
|
452
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 0.14% |
$8.16K - $10K
|
12.4K
$7.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 7.52% |
$23.5K - $28.9K
|
603
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-949- 12.71% |
$455K - $561K
|
6.52K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 0.28% |
$40.3K - $49.6K
|
29.6K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
79+ 0.42% |
$37.9K - $46.7K
|
19K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-402- 19.35% |
$193K - $237K
|
1.68K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-12- 0.63% |
$5.76K - $7.09K
|
1.9K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-337- 5.25% |
$162K - $199K
|
6.08K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-89- 0.6% |
$42.7K - $52.6K
|
14.9K
$8.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.73K- 4.48% |
$1.79M - $2.2M
|
79.6K
$45.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.75K+ 3.52% |
$840K - $1.03M
|
51.5K
$29.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.48KNew |
$711K - $875K
|
1.48K
$850K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-45- 2.45% |
$21.6K - $26.6K
|
1.79K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 0.48% |
$30.7K - $37.8K
|
13.5K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-780- 6.17% |
$374K - $461K
|
11.9K
$6.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
32+ 0.61% |
$15.4K - $18.9K
|
5.28K
$3.03M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-179- 13.62% |
$85.9K - $106K
|
1.14K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
112+ 6.38% |
$53.8K - $66.2K
|
1.87K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
555+ 8.17% |
$266K - $328K
|
7.35K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
377+ 5.33% |
$181K - $223K
|
7.45K
$4.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
345+ 51.88% |
$166K - $204K
|
1.01K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
273+ 1.58% |
$131K - $161K
|
17.5K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
847+ 19.63% |
$406K - $500K
|
5.16K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
533+ 10.62% |
$256K - $315K
|
5.55K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.46K+ 97.9% |
$3.58M - $4.41M
|
15.1K
$8.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 2.61% |
$7.68K - $9.45K
|
628
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-26- 4.17% |
$12.5K - $15.4K
|
597
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
16.2KNew |
$7.76M - $9.56M
|
16.2K
$9.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 1.35% |
$11.5K - $14.2K
|
1.8K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.04K+ 12.54% |
$500K - $616K
|
9.35K
$5.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-36- 2.19% |
$17.3K - $21.3K
|
1.61K
$923K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3- 0.33% |
$1.44K - $1.77K
|
899
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
222+ 20.11% |
$107K - $131K
|
1.33K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-11- 0.76% |
$5.28K - $6.5K
|
1.43K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
191+ 8.25% |
$91.7K - $113K
|
2.51K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-300- 5.08% |
$144K - $177K
|
5.61K
$3.22M
|