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
|
Capital Advisors Inc
|
BUY
|
- |
45+ 3.19% |
$21.6K - $26.6K
|
1.46K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
45+ 0.53% |
$21.6K - $26.6K
|
8.61K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
44New |
$21.1K - $26K
|
44
$25.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
44New |
$21.1K - $26K
|
44
$25.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
44+ 1.47% |
$21.1K - $26K
|
3.05K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 4.17% |
$20.6K - $25.4K
|
1.07K
$616K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
43+ 1.83% |
$20.6K - $25.4K
|
2.39K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 8.27% |
$20.6K - $25.4K
|
563
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
42+ 1.86% |
$20.2K - $24.8K
|
2.3K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.93% |
$19.7K - $24.2K
|
4.47K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 13.27% |
$19.7K - $24.2K
|
350
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
BUY
|
- |
41+ 1.18% |
$19.7K - $24.2K
|
3.52K
$2.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
41+ 4.73% |
$19.7K - $24.2K
|
908
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40+ 43.48% |
$19.2K - $23.6K
|
132
$75.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40+ 6.41% |
$19.2K - $23.6K
|
664
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.38% |
$19.2K - $23.6K
|
2.94K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
38New |
$18.2K - $22.4K
|
38
$21.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
38+ 2.33% |
$18.2K - $22.4K
|
1.67K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.34% |
$17.8K - $21.9K
|
11.1K
$6.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
37+ 6.46% |
$17.8K - $21.9K
|
610
$350K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
37+ 0.35% |
$17.8K - $21.9K
|
10.6K
$6.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
37+ 0.48% |
$17.8K - $21.9K
|
7.77K
$4.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 2.31% |
$17.8K - $21.9K
|
1.64K
$939K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
36+ 7.19% |
$17.3K - $21.3K
|
537
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
36+ 0.19% |
$17.3K - $21.3K
|
19K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 2.16% |
$17.3K - $21.3K
|
1.71K
$979K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
36+ 2.04% |
$17.3K - $21.3K
|
1.8K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
36+ 0.34% |
$17.3K - $21.3K
|
10.8K
$6.18M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
35+ 6.68% |
$16.8K - $20.7K
|
559
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
35+ 0.03% |
$16.8K - $20.7K
|
110K
$63.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35+ 10.64% |
$16.8K - $20.7K
|
364
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34+ 8.65% |
$16.3K - $20.1K
|
427
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34+ 37.36% |
$16.3K - $20.1K
|
125
$71.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.37% |
$16.3K - $20.1K
|
9.23K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34+ 1.31% |
$16.3K - $20.1K
|
2.62K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16.3K - $20.1K
|
602
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34+ 4.96% |
$16.3K - $20.1K
|
720
$413K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34+ 0.72% |
$16.3K - $20.1K
|
4.73K
$2.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.5% |
$15.8K - $19.5K
|
6.61K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
32+ 3.25% |
$15.4K - $18.9K
|
1.02K
$584K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
32+ 6.19% |
$15.4K - $18.9K
|
549
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 10.96% |
$15.4K - $18.9K
|
324
$186K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
32+ 0.61% |
$15.4K - $18.9K
|
5.28K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 1.08% |
$15.4K - $18.9K
|
3K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
31+ 0.85% |
$14.9K - $18.3K
|
3.66K
$2.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
31+ 6.54% |
$14.9K - $18.3K
|
505
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
30+ 2.7% |
$14.4K - $17.7K
|
1.14K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 2.45% |
$14.4K - $17.7K
|
1.26K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
30+ 1.42% |
$14.4K - $17.7K
|
2.15K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.62% |
$14.4K - $17.7K
|
4.88K
$2.8M
|