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 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.27% |
$5.76K - $7.09K
|
4.47K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-400- 14.14% |
$192K - $236K
|
2.43K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.66% |
$3.36K - $4.14K
|
1.05K
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.42K- 6.06% |
$681K - $838K
|
22K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
168+ 2.76% |
$80.6K - $99.2K
|
6.25K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
908K+ 3493.56% |
$436M - $536M
|
934K
$536M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
415New |
$199K - $245K
|
415
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
497+ 60.24% |
$239K - $294K
|
1.32K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
147+ 150.0% |
$70.5K - $86.8K
|
245
$141K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
115+ 2.69% |
$55.2K - $67.9K
|
4.4K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.66% |
$4.32K - $5.32K
|
1.38K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 10.16% |
$36K - $44.3K
|
663
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-243- 1.77% |
$117K - $144K
|
13.5K
$7.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 3.13% |
$12.5K - $15.4K
|
858
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.84K- 18.59% |
$1.36M - $1.68M
|
12.5K
$7.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.18K- 9.83% |
$1.05M - $1.29M
|
20K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-6- 0.84% |
$2.88K - $3.54K
|
712
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.82K- 1.48% |
$872K - $1.07M
|
121K
$69.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-8.7K- 45.55% |
$4.17M - $5.14M
|
10.4K
$5.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
107+ 0.15% |
$51.4K - $63.2K
|
69.4K
$39.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-118- 2.0% |
$56.6K - $69.7K
|
5.8K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-22- 3.16% |
$10.6K - $13K
|
675
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.58K- 1.76% |
$756K - $931K
|
87.8K
$50.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
77+ 4.25% |
$37K - $45.5K
|
1.89K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.77K+ 33.23% |
$849K - $1.05M
|
7.1K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
788+ 157.29% |
$378K - $466K
|
1.29K
$740K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 10.9% |
$782K - $962K
|
16.6K
$9.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.24% |
$24K - $29.5K
|
20.9K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-30- 0.2% |
$14.4K - $17.7K
|
14.6K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-111- 12.79% |
$53.3K - $65.6K
|
757
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
7.21K+ 18.85% |
$3.46M - $4.26M
|
45.4K
$26.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
507+ 2.04% |
$243K - $300K
|
25.4K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-160- 28.37% |
$76.8K - $94.5K
|
404
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
158+ 5.51% |
$75.8K - $93.3K
|
3.03K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.95% |
$3.36K - $4.14K
|
744
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-327- 0.53% |
$157K - $193K
|
61.8K
$35.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- 0.05% |
$480 - $591
|
2.01K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-32- 1.87% |
$15.4K - $18.9K
|
1.68K
$965K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 7.06% |
$54.7K - $67.3K
|
1.5K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
365New |
$175K - $216K
|
365
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
2.57K+ 5.44% |
$1.23M - $1.52M
|
49.8K
$28.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
54+ 0.62% |
$25.9K - $31.9K
|
8.77K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-8- 1.98% |
$3.84K - $4.73K
|
397
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-134- 8.98% |
$64.3K - $79.2K
|
1.36K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
207+ 50.36% |
$99.3K - $122K
|
618
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 3.16% |
$499K - $614K
|
33.9K
$19.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-504- 16.75% |
$242K - $298K
|
2.51K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.09K+ 3.83% |
$1.96M - $2.42M
|
111K
$63.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.13% |
$480 - $591
|
781
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.71K- 14.72% |
$1.3M - $1.6M
|
15.7K
$9.01M
|