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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-2.1K- 5.4% |
$1.01M - $1.24M
|
36.8K
$20.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-1.68K- 5.69% |
$806K - $992K
|
27.8K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
775+ 39.34% |
$372K - $458K
|
2.75K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
BUY
|
- |
420+ 0.93% |
$202K - $248K
|
45.4K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 3.42% |
$7.2K - $8.86K
|
453
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-1.86K- 6.76% |
$891K - $1.1M
|
25.6K
$14.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.34K- 4.8% |
$1.12M - $1.38M
|
46.3K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-37- 0.57% |
$17.8K - $21.9K
|
6.51K
$3.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 6.54% |
$3.36K - $4.14K
|
100
$56.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
528+ 12.79% |
$253K - $312K
|
4.66K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
85+ 10.49% |
$40.8K - $50.2K
|
895
$504K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-63- 5.08% |
$30.2K - $37.2K
|
1.18K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1- 0.12% |
$480 - $591
|
803
$452K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 22.61% |
$12.5K - $15.4K
|
141
$79.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Mirova Us LLC
|
BUY
|
- |
37.4K+ 3.62% |
$18M - $22.1M
|
1.07M
$603M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-38- 7.68% |
$18.2K - $22.4K
|
457
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34+ 1.31% |
$16.3K - $20.1K
|
2.62K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-589- 3.38% |
$283K - $348K
|
16.8K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-265K- 16.31% |
$127M - $157M
|
1.36M
$766M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
2KNew |
$960K - $1.18M
|
2K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
108+ 23.13% |
$51.8K - $63.8K
|
575
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-356- 7.6% |
$171K - $210K
|
4.33K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
370+ 29.09% |
$178K - $219K
|
1.64K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
755New |
$362K - $446K
|
755
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-325- 2.93% |
$156K - $192K
|
10.8K
$6.07M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
21+ 1.04% |
$10.1K - $12.4K
|
2.05K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4- 0.12% |
$1.92K - $2.36K
|
3.39K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.21K+ 3.16% |
$580K - $714K
|
39.4K
$22.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-292- 4.81% |
$140K - $172K
|
5.78K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-9- 2.07% |
$4.32K - $5.32K
|
425
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
73+ 14.48% |
$35K - $43.1K
|
577
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-662- 4.36% |
$318K - $391K
|
14.5K
$8.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.05K- 51.42% |
$503K - $619K
|
990
$558K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.24K- 82.84% |
$1.55M - $1.91M
|
670
$378K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
52+ 1.23% |
$25K - $30.7K
|
4.29K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
123+ 3.39% |
$59K - $72.7K
|
3.75K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-294- 18.43% |
$141K - $174K
|
1.3K
$733K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1K- 40.1% |
$480K - $591K
|
1.5K
$842K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18- 2.2% |
$8.64K - $10.6K
|
802
$452K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
129+ 11.6% |
$61.9K - $76.2K
|
1.24K
$699K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-27- 1.13% |
$13K - $15.9K
|
2.37K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
406New |
$195K - $240K
|
406
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-73.9K- 10.35% |
$35.5M - $43.7M
|
640K
$361M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-21- 0.91% |
$10.1K - $12.4K
|
2.29K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
781New |
$375K - $461K
|
781
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-680- 2.05% |
$326K - $402K
|
32.6K
$18.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.18K- 1.02% |
$4.41M - $5.42M
|
890K
$501M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-382- 8.84% |
$183K - $226K
|
3.94K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 7.69% |
$480 - $591
|
14
$7.89K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.21K+ 96.94% |
$2.02M - $2.49M
|
8.55K
$4.82M
|