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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$5.05M - $5.76M
|
30K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68+ 0.4% |
$34.3K - $39.2K
|
17.2K
$9.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-13- 2.74% |
$6.56K - $7.49K
|
462
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
731+ 61.12% |
$369K - $421K
|
1.93K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
122+ 19.0% |
$61.6K - $70.3K
|
764
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7- 0.87% |
$3.53K - $4.03K
|
801
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-72.9K- 11.0% |
$36.8M - $42M
|
589K
$338M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.28K+ 59.14% |
$4.68M - $5.35M
|
25K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30+ 2.7% |
$15.1K - $17.3K
|
1.14K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-160- 8.1% |
$80.7K - $92.2K
|
1.82K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5+ 6.58% |
$2.52K - $2.88K
|
81
$46.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 2.28% |
$20.7K - $23.6K
|
1.76K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-718- 2.42% |
$362K - $414K
|
28.9K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-170- 9.29% |
$85.8K - $98K
|
1.66K
$953K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
13+ 1.7% |
$6.56K - $7.49K
|
778
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
566New |
$286K - $326K
|
566
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 1.76% |
$7.07K - $8.07K
|
809
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 3.58% |
$50K - $57.1K
|
2.67K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
231+ 5.32% |
$117K - $133K
|
4.58K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$144K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-41- 4.81% |
$20.7K - $23.6K
|
811
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-2.08K- 1.91% |
$1.05M - $1.2M
|
107K
$61.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
21+ 1.22% |
$10.6K - $12.1K
|
1.74K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 8.87% |
$18.7K - $21.3K
|
380
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.08K- 2.75% |
$546K - $624K
|
38.3K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-107- 7.75% |
$54K - $61.7K
|
1.27K
$732K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
441+ 15.19% |
$223K - $254K
|
3.35K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 1.99% |
$7.07K - $8.07K
|
691
$397K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.49K+ 519.33% |
$2.26M - $2.59M
|
5.35K
$3.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2- 0.42% |
$1.01K - $1.15K
|
477
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.14% |
$1.01K - $1.15K
|
1.42K
$815K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 7.46% |
$22.7K - $25.9K
|
558
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.24% |
$505 - $576
|
413
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 1.59% |
$12.6K - $14.4K
|
1.55K
$890K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$112K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.74% |
$8.58K - $9.8K
|
91
$52.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 3.93% |
$19.2K - $21.9K
|
930
$534K
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-500- 2.8% |
$252K - $288K
|
17.3K
$9.95M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$14.6K - $16.7K
|
2.85K
$1.64M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
6.45KNew |
$3.26M - $3.72M
|
6.45K
$3.7M
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-203- 26.47% |
$99.7K - $109K
|
564
$324K
|
|
|
Aug 14, 2025
Q4 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$491 - $536
|
2.48K
$1.43M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 9.77% |
$1.1M - $1.21M
|
20.8K
$11.9M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$1.97K - $2.14K
|
4
$2.3K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
740New |
$364K - $397K
|
740
$425K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
500New |
$246K - $268K
|
500
$287K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
566New |
$278K - $303K
|
566
$325K
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
436New |
$214K - $234K
|
436
$250K
|
|