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 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
17+ 2.81% |
$8.16K - $10K
|
623
$358K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.8% |
$8.16K - $10K
|
2.15K
$1.24M
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 19.28% |
$7.68K - $9.45K
|
99
$56.8K
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
16+ 1.94% |
$7.68K - $9.45K
|
840
$482K
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16+ 0.99% |
$7.68K - $9.45K
|
1.63K
$938K
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
16+ 0.49% |
$7.68K - $9.45K
|
3.28K
$1.88M
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 2.06% |
$7.68K - $9.45K
|
792
$455K
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
16+ 3.55% |
$7.68K - $9.45K
|
467
$268K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 4.76% |
$7.68K - $9.45K
|
352
$202K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16+ 2.52% |
$7.68K - $9.45K
|
650
$373K
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16+ 1.7% |
$7.68K - $9.45K
|
959
$551K
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 2.61% |
$7.68K - $9.45K
|
628
$361K
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16+ 1.69% |
$7.68K - $9.45K
|
962
$552K
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
15+ 0.98% |
$7.2K - $8.86K
|
1.54K
$884K
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15+ 0.83% |
$7.2K - $8.86K
|
1.82K
$1.05M
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
15+ 0.25% |
$7.2K - $8.86K
|
6.04K
$3.47M
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 2.32% |
$7.2K - $8.86K
|
661
$380K
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.37% |
$7.2K - $8.86K
|
4.06K
$2.33M
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
15New |
$7.2K - $8.86K
|
15
$8.61K
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
15+ 1.17% |
$7.2K - $8.86K
|
1.3K
$745K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
15+ 0.99% |
$7.2K - $8.86K
|
1.53K
$881K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 3.42% |
$7.2K - $8.86K
|
453
$260K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 107.14% |
$7.2K - $8.86K
|
29
$16.7K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15+ 2.38% |
$7.2K - $8.86K
|
644
$370K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 2.1% |
$7.2K - $8.86K
|
729
$419K
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
15+ 0.38% |
$7.2K - $8.86K
|
3.94K
$2.26M
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
15+ 1.3% |
$7.2K - $8.86K
|
1.17K
$669K
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14+ 2.06% |
$6.72K - $8.27K
|
695
$399K
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 17.72% |
$6.72K - $8.27K
|
93
$53.4K
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14+ 2.19% |
$6.72K - $8.27K
|
653
$375K
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 0.96% |
$6.72K - $8.27K
|
1.47K
$844K
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14+ 1.9% |
$6.72K - $8.27K
|
752
$432K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$6.72K - $8.27K
|
14
$8.04K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.89% |
$6.72K - $8.27K
|
1.59K
$915K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13+ 2.07% |
$6.24K - $7.68K
|
641
$368K
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
13+ 1.98% |
$6.24K - $7.68K
|
669
$384K
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
13+ 1.83% |
$6.24K - $7.68K
|
724
$416K
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
13+ 2.73% |
$6.24K - $7.68K
|
490
$281K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
13New |
$6.24K - $7.68K
|
13
$7.46K
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.75% |
$6.24K - $7.68K
|
1.74K
$1M
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
13+ 0.21% |
$6.24K - $7.68K
|
6.14K
$3.52M
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
13+ 0.51% |
$6.24K - $7.68K
|
2.56K
$1.47M
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
13+ 2.94% |
$6.24K - $7.68K
|
455
$261K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.6% |
$6.24K - $7.68K
|
210
$121K
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.54% |
$5.76K - $7.09K
|
2.22K
$1.27M
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
12+ 2.33% |
$5.76K - $7.09K
|
526
$302K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
12+ 1.26% |
$5.76K - $7.09K
|
964
$554K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$5.76K - $7.09K
|
4.69K
$2.69M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.52% |
$5.76K - $7.09K
|
2.32K
$1.33M
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12+ 2.97% |
$5.76K - $7.09K
|
416
$239K
|