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 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
469New |
$225K - $277K
|
469
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2.76K- 3.45% |
$1.32M - $1.63M
|
77.1K
$44.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$7.2K - $8.86K
|
2.44K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
784+ 4.11% |
$376K - $463K
|
19.9K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
431New |
$207K - $255K
|
431
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-428- 29.64% |
$205K - $253K
|
1.02K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-314- 29.96% |
$151K - $185K
|
734
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
61+ 0.2% |
$29.3K - $36K
|
30.5K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.52K- 5.02% |
$1.21M - $1.49M
|
47.7K
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.99K+ 2.73% |
$3.83M - $4.72M
|
301K
$173M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
361New |
$173K - $213K
|
361
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
77+ 16.89% |
$37K - $45.5K
|
533
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.03K- 65.43% |
$492K - $606K
|
542
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$6.99M - $8.61M
|
14.6K
$8.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.31K- 3.89% |
$1.11M - $1.37M
|
57.2K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-129- 9.76% |
$61.9K - $76.2K
|
1.19K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-135- 12.09% |
$64.8K - $79.7K
|
982
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
90+ 150.0% |
$43.2K - $53.2K
|
150
$86.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.08% |
$11.5K - $14.2K
|
28.8K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 1.93% |
$35.5K - $43.7K
|
3.77K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
311+ 66.17% |
$149K - $184K
|
781
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
41.6K+ 37.6% |
$19.9M - $24.6M
|
152K
$87.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-450- 2.64% |
$216K - $266K
|
16.6K
$9.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-35- 4.96% |
$16.8K - $20.7K
|
670
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
89+ 17.25% |
$42.7K - $52.6K
|
605
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.19% |
$480 - $591
|
519
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
3.92KNew |
$1.88M - $2.31M
|
3.92K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-618- 13.66% |
$297K - $365K
|
3.91K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22- 2.46% |
$10.6K - $13K
|
872
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-2.42K- 7.16% |
$1.16M - $1.43M
|
31.4K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$480 - $591
|
1.37K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
404+ 5.0% |
$194K - $239K
|
8.48K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
350+ 21.73% |
$168K - $207K
|
1.96K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
12K+ 10.85% |
$5.78M - $7.11M
|
123K
$70.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
69+ 1.76% |
$33.1K - $40.8K
|
3.98K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-204- 1.53% |
$97.9K - $121K
|
13.1K
$7.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
741New |
$356K - $438K
|
741
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
512New |
$246K - $302K
|
512
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-2- 2.41% |
$960 - $1.18K
|
81
$46.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
120K+ 8.09% |
$57.8M - $71.1M
|
1.61M
$923M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 1.65% |
$49.9K - $61.4K
|
6.42K
$3.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-406- 9.95% |
$195K - $240K
|
3.67K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-751- 1.51% |
$360K - $444K
|
48.9K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-629- 1.96% |
$302K - $372K
|
31.5K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-30.6K- 3.33% |
$14.7M - $18.1M
|
886K
$509M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-12.5K- 19.81% |
$5.99M - $7.38M
|
50.5K
$29M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
70+ 4.74% |
$33.6K - $41.4K
|
1.55K
$889K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-108- 0.72% |
$51.8K - $63.8K
|
14.8K
$8.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-32- 3.28% |
$15.4K - $18.9K
|
943
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
238+ 64.85% |
$114K - $141K
|
605
$347K
|