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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 5.88% |
$78.1K - $85.1K
|
2.27K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
24+ 4.01% |
$13.2K - $14.4K
|
623
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 0.31% |
$19.8K - $21.6K
|
11.6K
$6.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91+ 26.0% |
$50.1K - $54.5K
|
441
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-11- 1.02% |
$6.05K - $6.59K
|
1.07K
$573K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-242- 4.88% |
$133K - $145K
|
4.72K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
431New |
$237K - $258K
|
431
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
459New |
$253K - $275K
|
459
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-152- 0.48% |
$83.6K - $91K
|
31.3K
$16.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-14- 4.67% |
$7.7K - $8.39K
|
286
$154K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.6K+ 73.95% |
$11.3M - $12.3M
|
48.4K
$26M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
SELL
|
- |
-1- 0.07% |
$550 - $599
|
1.49K
$801K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-191- 1.79% |
$105K - $114K
|
10.5K
$5.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-685- 11.88% |
$377K - $410K
|
5.08K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
131+ 4.33% |
$72.1K - $78.5K
|
3.16K
$1.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.43K- 3.89% |
$4.09M - $4.45M
|
184K
$98.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 0.79% |
$4.4K - $4.79K
|
1K
$538K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
45+ 10.84% |
$24.8K - $27K
|
460
$247K
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
20.7K+ 2.92% |
$11.4M - $12.4M
|
728K
$391M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 4.74% |
$1.29M - $1.41M
|
51.9K
$27.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
118+ 2.66% |
$64.9K - $70.7K
|
4.56K
$2.45M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-27- 0.34% |
$14.9K - $16.2K
|
7.85K
$4.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-28- 1.05% |
$15.4K - $16.8K
|
2.65K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-29- 3.06% |
$16K - $17.4K
|
919
$493K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-36- 0.65% |
$19.8K - $21.6K
|
5.51K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-97- 5.55% |
$53.4K - $58.1K
|
1.65K
$886K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
541+ 7.55% |
$298K - $324K
|
7.71K
$4.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.35K- 80.61% |
$1.84M - $2M
|
805
$432K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-69- 11.98% |
$38K - $41.3K
|
507
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28+ 1.51% |
$15.4K - $16.8K
|
1.88K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
6+ 1.4% |
$3.3K - $3.59K
|
435
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-21- 1.56% |
$11.6K - $12.6K
|
1.32K
$710K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 3.13% |
$1.1K - $1.2K
|
66
$35.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-77- 0.59% |
$42.4K - $46.1K
|
13.1K
$7.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.62% |
$5.5K - $5.99K
|
1.61K
$865K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.4K- 29.94% |
$1.32M - $1.44M
|
5.61K
$3.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-41- 0.86% |
$22.6K - $24.6K
|
4.75K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2K+ 180.72% |
$1.1M - $1.2M
|
3.1K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
377+ 57.47% |
$207K - $226K
|
1.03K
$555K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 17.97% |
$67.1K - $73.1K
|
801
$430K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.06K- 55.63% |
$582K - $634K
|
844
$453K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
121+ 302.5% |
$66.6K - $72.5K
|
161
$86.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-2- 0.01% |
$1.1K - $1.2K
|
14.9K
$7.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-429- 2.44% |
$236K - $257K
|
17.2K
$9.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
351+ 2.24% |
$193K - $210K
|
16K
$8.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-25- 1.49% |
$13.8K - $15K
|
1.66K
$888K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
194+ 1.09% |
$107K - $116K
|
18K
$9.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-36- 1.21% |
$19.8K - $21.6K
|
2.95K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
105+ 9.11% |
$57.8K - $62.9K
|
1.26K
$675K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-394- 0.39% |
$217K - $236K
|
100K
$53.7M
|
|