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 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$960 - $1.18K
|
2.92K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.49K- 42.96% |
$1.67M - $2.06M
|
4.63K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 7.12% |
$499K - $614K
|
15.6K
$8.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
34+ 5.99% |
$16.3K - $20.1K
|
602
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
15+ 0.38% |
$7.2K - $8.86K
|
3.94K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.86% |
$8.64K - $10.6K
|
948
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-172- 1.09% |
$82.5K - $102K
|
15.6K
$8.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 1.23% |
$5.76K - $7.09K
|
960
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34+ 4.96% |
$16.3K - $20.1K
|
720
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75- 4.37% |
$36K - $44.3K
|
1.64K
$928K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.2K- 2.28% |
$1.05M - $1.3M
|
94.1K
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
130+ 11.34% |
$62.4K - $76.8K
|
1.28K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.1% |
$480 - $591
|
970
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
431+ 23.9% |
$207K - $255K
|
2.23K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-110- 2.31% |
$52.8K - $65K
|
4.65K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-3.28K- 20.36% |
$1.58M - $1.94M
|
12.8K
$7.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.8% |
$8.16K - $10K
|
2.15K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-137- 1.13% |
$65.7K - $80.9K
|
12K
$6.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
134+ 0.4% |
$64.3K - $79.2K
|
33.5K
$18.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-6.33K- 53.22% |
$3.04M - $3.74M
|
5.57K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.72% |
$10.1K - $12.4K
|
2.93K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
97+ 5.53% |
$46.6K - $57.3K
|
1.85K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.99K+ 171.88% |
$1.43M - $1.77M
|
4.73K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.38K- 28.2% |
$660K - $812K
|
3.5K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
157+ 6.42% |
$75.3K - $92.7K
|
2.6K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
851+ 15.31% |
$408K - $503K
|
6.41K
$3.62M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-109- 0.92% |
$52.3K - $64.4K
|
11.7K
$6.6M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-12.9K- 10.81% |
$6.21M - $7.64M
|
107K
$60.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
284+ 12.89% |
$136K - $168K
|
2.49K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-153- 0.77% |
$73.4K - $90.4K
|
19.7K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 2.62% |
$6.24K - $7.68K
|
483
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
21.9K+ 268.25% |
$10.5M - $12.9M
|
30K
$17M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 21.15% |
$372K - $458K
|
2.89K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
300+ 16.19% |
$144K - $177K
|
2.15K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-187- 1.21% |
$89.7K - $110K
|
15.2K
$8.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.92K- 24.87% |
$922K - $1.13M
|
5.8K
$3.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-44- 6.35% |
$21.1K - $26K
|
649
$367K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-5- 0.77% |
$2.4K - $2.95K
|
642
$363K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 2387.9% |
$7.48M - $9.21M
|
16.2K
$9.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
181+ 4.04% |
$86.9K - $107K
|
4.66K
$2.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
417+ 7.65% |
$200K - $246K
|
5.87K
$3.32M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.44K - $1.77K
|
1.36K
$770K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-101- 7.09% |
$48.5K - $59.7K
|
1.32K
$748K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
327+ 32.63% |
$157K - $193K
|
1.33K
$751K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.36K
|
2.16K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-336- 0.55% |
$161K - $198K
|
60.6K
$34.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-9- 0.53% |
$4.32K - $5.32K
|
1.7K
$959K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
366New |
$176K - $216K
|
366
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 1.95% |
$9.6K - $11.8K
|
1.01K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
95+ 2.6% |
$45.6K - $56.1K
|
3.75K
$2.12M
|