Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
197+ 3.82% |
$94.5K - $116K
|
5.36K
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
197+ 3.07% |
$94.5K - $116K
|
6.61K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
196+ 21.05% |
$94.1K - $116K
|
1.13K
$647K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
196+ 5.45% |
$94.1K - $116K
|
3.79K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
196+ 4.16% |
$94.1K - $116K
|
4.91K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
195+ 0.74% |
$93.6K - $115K
|
26.5K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
192+ 1.64% |
$92.1K - $113K
|
11.9K
$6.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
191+ 8.25% |
$91.7K - $113K
|
2.51K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
188+ 11.1% |
$90.2K - $111K
|
1.88K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 3.86% |
$88.8K - $109K
|
4.98K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$88.8K - $109K
|
185
$106K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
185+ 29.27% |
$88.8K - $109K
|
817
$469K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185+ 158.12% |
$88.8K - $109K
|
302
$173K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 13.38% |
$88.3K - $109K
|
1.56K
$895K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
184+ 41.16% |
$88.3K - $109K
|
631
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
182+ 6.5% |
$87.3K - $108K
|
2.98K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
181+ 0.63% |
$86.9K - $107K
|
29.1K
$16.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
181+ 3.41% |
$86.9K - $107K
|
5.49K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
181+ 4.04% |
$86.9K - $107K
|
4.66K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
179+ 0.27% |
$85.9K - $106K
|
67.3K
$38.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
179+ 10.06% |
$85.9K - $106K
|
1.96K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
178+ 4.81% |
$85.4K - $105K
|
3.88K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
178New |
$85.4K - $105K
|
178
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
176New |
$84.5K - $104K
|
176
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
176+ 40.37% |
$84.5K - $104K
|
612
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
176+ 1.31% |
$84.5K - $104K
|
13.6K
$7.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
176+ 400.0% |
$84.5K - $104K
|
220
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
175+ 0.48% |
$84K - $103K
|
36.7K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
175+ 4.86% |
$84K - $103K
|
3.77K
$2.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
174+ 2.99% |
$83.5K - $103K
|
5.99K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
174+ 2.03% |
$83.5K - $103K
|
8.76K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
173+ 4.99% |
$83K - $102K
|
3.64K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
170+ 52.31% |
$81.6K - $100K
|
495
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
170+ 1.21% |
$81.6K - $100K
|
14.2K
$8.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
170+ 10.85% |
$81.6K - $100K
|
1.74K
$997K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
169+ 25.92% |
$81.1K - $99.8K
|
821
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
168+ 10.0% |
$80.6K - $99.2K
|
1.85K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
168+ 2.76% |
$80.6K - $99.2K
|
6.25K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
168+ 13.03% |
$80.6K - $99.2K
|
1.46K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
167+ 1.13% |
$80.1K - $98.7K
|
15K
$8.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
167+ 1.13% |
$80.1K - $98.7K
|
15K
$8.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
167+ 2.18% |
$80.1K - $98.7K
|
7.81K
$4.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
166+ 9.33% |
$79.7K - $98.1K
|
1.95K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
165+ 0.56% |
$79.2K - $97.5K
|
29.8K
$17.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
165+ 17.33% |
$79.2K - $97.5K
|
1.12K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
165+ 20.83% |
$79.2K - $97.5K
|
957
$549K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
164+ 14.34% |
$78.7K - $96.9K
|
1.31K
$751K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
161+ 2.58% |
$77.3K - $95.1K
|
6.41K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
160+ 2.78% |
$76.8K - $94.5K
|
5.92K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
159+ 2.54% |
$76.3K - $93.9K
|
6.42K
$3.69M
|