Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
103+ 3.73% |
$56.7K - $61.7K
|
2.86K
$1.54M
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
83+ 0.94% |
$45.7K - $49.7K
|
8.93K
$4.79M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
11+ 2.67% |
$6.05K - $6.59K
|
423
$227K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.1K+ 48.01% |
$7.76M - $8.45M
|
43.5K
$23.4M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
394+ 4.68% |
$217K - $236K
|
8.81K
$4.73M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-69- 1.23% |
$38K - $41.3K
|
5.53K
$2.97M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 4.44% |
$935K - $1.02M
|
36.6K
$19.7M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-117- 1.32% |
$64.4K - $70.1K
|
8.75K
$4.7M
|
|
|
Dec 12, 2025
Q3 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-5.15K- 4.79% |
$2.83M - $3.08M
|
102K
$55M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$275K - $299K
|
500
$268K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.17% |
$1.1K - $1.2K
|
1.16K
$623K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
4+ 0.8% |
$2.2K - $2.4K
|
506
$272K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 6.53% |
$578K - $630K
|
17.2K
$9.21M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.37K+ 5.59% |
$1.3M - $1.42M
|
44.8K
$24M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
PUT |
2.9KNew |
$1.6M - $1.74M
|
2.9K
$1.56M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-55- 2.82% |
$30.3K - $32.9K
|
1.9K
$1.02M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
1.74KNew |
$958K - $1.04M
|
1.74K
$935K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.1K+ 7.7% |
$607K - $661K
|
15.4K
$8.28M
|
|
|
Nov 26, 2025
Q3 2025
|
Xxec, Inc.
|
BUY
|
- |
20KNew |
$11M - $12M
|
20K
$10.7M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
30+ 0.76% |
$16.5K - $18K
|
3.99K
$2.14M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-60- 8.71% |
$33K - $35.9K
|
629
$338K
|
|
|
Nov 25, 2025
Q3 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
326+ 0.41% |
$179K - $195K
|
80.8K
$43.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$851K - $926K
|
1.55K
$830K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6+ 0.64% |
$3.3K - $3.59K
|
944
$507K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
25+ 227.27% |
$13.8K - $15K
|
36
$19.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-364- 2.7% |
$200K - $218K
|
13.1K
$7.05M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
64+ 2.18% |
$35.2K - $38.3K
|
3K
$1.61M
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.43K+ 3.27% |
$1.34M - $1.46M
|
76.8K
$41.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.2K- 4.7% |
$661K - $719K
|
24.4K
$13.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.16K+ 1.43% |
$638K - $694K
|
82K
$44M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-26.3K- 95.8% |
$14.5M - $15.8M
|
1.16K
$621K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 2.33% |
$7.15K - $7.79K
|
545
$293K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-548K- 44.03% |
$301M - $328M
|
696K
$374M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-75- 8.04% |
$41.3K - $44.9K
|
858
$461K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14K- 2.56% |
$7.73M - $8.41M
|
534K
$286M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
77+ 5.08% |
$42.4K - $46.1K
|
1.59K
$856K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 0.61% |
$19.3K - $21K
|
5.73K
$3.07M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
242+ 5.14% |
$133K - $145K
|
4.95K
$2.66M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-19K- 26.23% |
$10.5M - $11.4M
|
53.5K
$28.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-30- 7.67% |
$16.5K - $18K
|
361
$194K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
625+ 2.73% |
$344K - $374K
|
23.5K
$12.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
226+ 9.93% |
$124K - $135K
|
2.5K
$1.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
901New |
$496K - $540K
|
901
$484K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-89- 6.45% |
$49K - $53.3K
|
1.29K
$693K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
474+ 442.99% |
$261K - $284K
|
581
$312K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
1.32K+ 0.99% |
$727K - $792K
|
135K
$72.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-19.9K- 88.34% |
$11M - $11.9M
|
2.63K
$1.41M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.15K+ 3.99% |
$631K - $687K
|
29.9K
$16.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9K+ 2.56% |
$7.64M - $8.32M
|
556K
$298M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-169- 7.78% |
$93K - $101K
|
2K
$1.07M
|
|