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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 15.1% |
$45.6K - $56.1K
|
724
$416K
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
95+ 2.6% |
$45.6K - $56.1K
|
3.75K
$2.16M
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
94+ 5.88% |
$45.1K - $55.5K
|
1.69K
$972K
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 9.1% |
$45.1K - $55.5K
|
1.13K
$647K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
94+ 0.68% |
$45.1K - $55.5K
|
13.9K
$7.96M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
93New |
$44.6K - $54.9K
|
93
$53.4K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
93+ 19.87% |
$44.6K - $54.9K
|
561
$322K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
93+ 2.63% |
$44.6K - $54.9K
|
3.63K
$2.08M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
93+ 5.2% |
$44.6K - $54.9K
|
1.88K
$1.08M
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
92+ 1.61% |
$44.2K - $54.3K
|
5.79K
$3.33M
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
92+ 1.96% |
$44.2K - $54.3K
|
4.8K
$2.75M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
92+ 13.12% |
$44.2K - $54.3K
|
793
$455K
|
|
Aug 13, 2025
Q2 2025
|
Mirova
Paris, I0 |
BUY
|
- |
91+ 1.04% |
$43.7K - $53.8K
|
8.84K
$5.08M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
91+ 0.46% |
$43.7K - $53.8K
|
20K
$11.5M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90+ 6.32% |
$43.2K - $53.2K
|
1.52K
$870K
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90+ 1.42% |
$43.2K - $53.2K
|
6.42K
$3.69M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
90+ 150.0% |
$43.2K - $53.2K
|
150
$86.1K
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
89+ 0.65% |
$42.7K - $52.6K
|
13.8K
$7.91M
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
89+ 10.02% |
$42.7K - $52.6K
|
977
$561K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
89+ 17.25% |
$42.7K - $52.6K
|
605
$347K
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
89+ 14.59% |
$42.7K - $52.6K
|
699
$401K
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
88+ 14.89% |
$42.2K - $52K
|
679
$390K
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
88+ 2.51% |
$42.2K - $52K
|
3.6K
$2.07M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 5.19% |
$42.2K - $52K
|
1.79K
$1.02M
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
87+ 0.8% |
$41.8K - $51.4K
|
10.9K
$6.27M
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
87+ 1.61% |
$41.8K - $51.4K
|
5.49K
$3.15M
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
86+ 81.9% |
$41.3K - $50.8K
|
191
$110K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
86+ 2.06% |
$41.3K - $50.8K
|
4.25K
$2.44M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
85+ 10.49% |
$40.8K - $50.2K
|
895
$514K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 28.43% |
$40.8K - $50.2K
|
384
$220K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
85+ 0.94% |
$40.8K - $50.2K
|
9.12K
$5.23M
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
84+ 0.84% |
$40.3K - $49.6K
|
10K
$5.76M
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
84+ 1.08% |
$40.3K - $49.6K
|
7.83K
$4.5M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 0.28% |
$40.3K - $49.6K
|
29.6K
$17M
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
83+ 8.43% |
$39.8K - $49K
|
1.07K
$613K
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
83+ 12.17% |
$39.8K - $49K
|
765
$439K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
83+ 1.68% |
$39.8K - $49K
|
5.01K
$2.88M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
83+ 7.22% |
$39.8K - $49K
|
1.23K
$707K
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
82+ 2.89% |
$39.4K - $48.4K
|
2.92K
$1.68M
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 2.89% |
$38.9K - $47.8K
|
2.88K
$1.66M
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
81+ 3.96% |
$38.9K - $47.8K
|
2.13K
$1.22M
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
81+ 8.04% |
$38.9K - $47.8K
|
1.09K
$625K
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
81+ 0.83% |
$38.9K - $47.8K
|
9.81K
$5.63M
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
80+ 0.67% |
$38.4K - $47.3K
|
12.1K
$6.93M
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
80+ 8.33% |
$38.4K - $47.3K
|
1.04K
$597K
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 9.0% |
$37.9K - $46.7K
|
957
$549K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
79+ 0.42% |
$37.9K - $46.7K
|
19K
$10.9M
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
78+ 2.41% |
$37.4K - $46.1K
|
3.32K
$1.9M
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
78+ 0.26% |
$37.4K - $46.1K
|
30.3K
$17.4M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.76% |
$37K - $45.5K
|
4.44K
$2.55M
|