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 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
12+ 1.44% |
$5.76K - $7.09K
|
848
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.27% |
$5.76K - $7.09K
|
4.47K
$2.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12+ 3.05% |
$5.76K - $7.09K
|
405
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$5.28K - $6.5K
|
2.15K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.73% |
$5.28K - $6.5K
|
414
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 1.15% |
$5.28K - $6.5K
|
971
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 1.92% |
$5.28K - $6.5K
|
583
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.48% |
$5.28K - $6.5K
|
2.32K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.97% |
$5.28K - $6.5K
|
1.15K
$659K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.46% |
$5.28K - $6.5K
|
2.39K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 1.01% |
$5.28K - $6.5K
|
1.11K
$634K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11+ 1.77% |
$5.28K - $6.5K
|
634
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.4% |
$5.28K - $6.5K
|
797
$458K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10+ 0.16% |
$4.8K - $5.91K
|
6.2K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
10+ 0.12% |
$4.8K - $5.91K
|
8.52K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.8K - $5.91K
|
10
$5.74K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
10+ 1.57% |
$4.8K - $5.91K
|
648
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
10+ 0.61% |
$4.8K - $5.91K
|
1.64K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 1.32% |
$4.8K - $5.91K
|
769
$442K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
10+ 0.59% |
$4.8K - $5.91K
|
1.72K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9+ 1.63% |
$4.32K - $5.32K
|
562
$323K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.15% |
$4.32K - $5.32K
|
6.04K
$3.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 0.52% |
$4.32K - $5.32K
|
1.75K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9+ 10.98% |
$4.32K - $5.32K
|
91
$52.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 1.63% |
$4.32K - $5.32K
|
560
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.66% |
$4.32K - $5.32K
|
1.38K
$791K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.21% |
$4.32K - $5.32K
|
4.39K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$3.84K - $4.73K
|
8
$4.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$3.84K - $4.73K
|
1.61K
$923K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
8+ 1.68% |
$3.84K - $4.73K
|
484
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 1.34% |
$3.84K - $4.73K
|
603
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.25% |
$3.84K - $4.73K
|
649
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 1.92% |
$3.84K - $4.73K
|
425
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8+ 19.51% |
$3.84K - $4.73K
|
49
$28.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 114.29% |
$3.84K - $4.73K
|
15
$8.61K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8+ 0.14% |
$3.84K - $4.73K
|
5.71K
$3.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8+ 1.78% |
$3.84K - $4.73K
|
458
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.09% |
$3.36K - $4.14K
|
7.43K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
7+ 0.67% |
$3.36K - $4.14K
|
1.06K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
7+ 1.34% |
$3.36K - $4.14K
|
530
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.72% |
$3.36K - $4.14K
|
980
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 1.57% |
$3.36K - $4.14K
|
454
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7+ 0.37% |
$3.36K - $4.14K
|
1.91K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
7+ 1.76% |
$3.36K - $4.14K
|
404
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.45% |
$3.36K - $4.14K
|
491
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 1.75% |
$3.36K - $4.14K
|
407
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 0.53% |
$3.36K - $4.14K
|
1.34K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
7+ 0.47% |
$3.36K - $4.14K
|
1.49K
$857K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 0.98% |
$3.36K - $4.14K
|
719
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7+ 0.29% |
$3.36K - $4.14K
|
2.39K
$1.37M
|