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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.32% |
$6.05K - $6.59K
|
847
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
651+ 57.11% |
$358K - $390K
|
1.79K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
768+ 2.0% |
$423K - $460K
|
39.1K
$21M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 1.66% |
$10.5K - $11.4K
|
1.17K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-133K- 2.09% |
$73.4M - $79.9M
|
6.24M
$3.35B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.37K+ 2.31% |
$2.4M - $2.62M
|
194K
$104M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
2.36KNew |
$1.3M - $1.41M
|
2.36K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-153- 0.18% |
$84.2K - $91.6K
|
86.3K
$46.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 2.19% |
$44.6K - $48.5K
|
3.61K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-167- 10.15% |
$91.9K - $100K
|
1.48K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
331+ 24.89% |
$182K - $198K
|
1.66K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-158- 1.76% |
$86.9K - $94.6K
|
8.8K
$4.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
139+ 28.72% |
$76.5K - $83.3K
|
623
$334K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5K- 2.15% |
$2.75M - $2.99M
|
228K
$122M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
127+ 14.89% |
$69.9K - $76.1K
|
980
$526K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.98K+ 2.84% |
$1.09M - $1.18M
|
71.5K
$38.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.5K+ 20.43% |
$41.6M - $45.2M
|
445K
$239M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
300+ 3.3% |
$165K - $180K
|
9.4K
$5.05M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-97- 2.11% |
$53.4K - $58.1K
|
4.49K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.03% |
$4.4K - $4.79K
|
788
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
355New |
$195K - $213K
|
355
$191K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
29.5K+ 1805.39% |
$16.2M - $17.7M
|
31.1K
$16.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-5- 0.08% |
$2.75K - $2.99K
|
5.95K
$3.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-65- 3.23% |
$35.8K - $38.9K
|
1.95K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$550 - $599
|
954
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
72+ 14.52% |
$39.6K - $43.1K
|
568
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.23K+ 8.65% |
$675K - $735K
|
15.4K
$8.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
483New |
$266K - $289K
|
483
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.02K+ 270.56% |
$561K - $611K
|
1.4K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
12+ 3.39% |
$6.6K - $7.19K
|
366
$196K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
69+ 0.45% |
$38K - $41.3K
|
15.3K
$8.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75K+ 15.8% |
$961K - $1.05M
|
12.8K
$6.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
56+ 0.96% |
$30.8K - $33.5K
|
5.89K
$3.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
125+ 2.79% |
$68.8K - $74.9K
|
4.61K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.1K - $1.2K
|
5.19K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-71- 0.59% |
$39.1K - $42.5K
|
11.9K
$6.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
BUY
|
- |
88+ 0.19% |
$48.4K - $52.7K
|
45.5K
$24.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
434+ 50.94% |
$239K - $260K
|
1.29K
$690K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-3- 0.45% |
$1.65K - $1.8K
|
660
$354K
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-75.2K- 27.94% |
$41.4M - $45.1M
|
194K
$104M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
19+ 1.43% |
$10.5K - $11.4K
|
1.35K
$724K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
93+ 4.83% |
$51.2K - $55.7K
|
2.02K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
310+ 27.29% |
$171K - $186K
|
1.45K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
355+ 53.46% |
$195K - $213K
|
1.02K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-119- 3.72% |
$65.5K - $71.3K
|
3.08K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.49K+ 18.54% |
$819K - $891K
|
9.52K
$5.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
327+ 21.41% |
$180K - $196K
|
1.85K
$995K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.76K- 22.75% |
$1.52M - $1.65M
|
9.36K
$5.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
250+ 15.62% |
$138K - $150K
|
1.85K
$994K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
310+ 8.22% |
$171K - $186K
|
4.08K
$2.19M
|
|