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
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3+ 0.81% |
$1.65K - $1.8K
|
373
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
59+ 4.64% |
$32.5K - $35.3K
|
1.33K
$714K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.66K+ 206.35% |
$912K - $992K
|
2.46K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
742+ 12.83% |
$408K - $444K
|
6.52K
$3.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
186New |
$102K - $111K
|
186
$99.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
214+ 3.9% |
$118K - $128K
|
5.71K
$3.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
50+ 2.57% |
$27.5K - $29.9K
|
2K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
221+ 11.12% |
$122K - $132K
|
2.21K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-237- 2.25% |
$130K - $142K
|
10.3K
$5.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-55- 1.65% |
$30.3K - $32.9K
|
3.28K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
299+ 9.55% |
$165K - $179K
|
3.43K
$1.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-453- 4.26% |
$249K - $271K
|
10.2K
$5.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
24.5K+ 76.85% |
$13.5M - $14.6M
|
56.3K
$30.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
217+ 4.55% |
$119K - $130K
|
4.98K
$2.67M
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 0.72% |
$49.5K - $53.9K
|
12.4K
$6.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-30- 1.02% |
$16.5K - $18K
|
2.93K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-60- 10.6% |
$33K - $35.9K
|
506
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52+ 46.43% |
$28.6K - $31.1K
|
164
$88K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-518- 1.34% |
$285K - $310K
|
38.1K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
14.5K+ 6.84% |
$7.95M - $8.66M
|
226K
$121M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-157- 12.0% |
$86.4K - $94K
|
1.15K
$618K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
88+ 18.49% |
$48.4K - $52.7K
|
564
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-92- 3.01% |
$50.6K - $55.1K
|
2.97K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-38- 0.51% |
$20.9K - $22.8K
|
7.41K
$3.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12+ 1.02% |
$6.6K - $7.19K
|
1.19K
$639K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-13- 0.53% |
$7.15K - $7.79K
|
2.45K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-308- 5.66% |
$169K - $184K
|
5.13K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-331- 0.83% |
$182K - $198K
|
39.7K
$21.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
914+ 33.09% |
$503K - $547K
|
3.68K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.74K- 46.86% |
$956K - $1.04M
|
1.97K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
10+ 4.48% |
$5.5K - $5.99K
|
233
$125K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.7% |
$5.5K - $5.99K
|
381
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
829New |
$456K - $497K
|
829
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.28K+ 6.48% |
$705K - $767K
|
21.1K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Eulav Asset Management
|
SELL
|
- |
-3- 0.01% |
$1.65K - $1.8K
|
22.1K
$11.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
44+ 7.77% |
$24.2K - $26.4K
|
610
$327K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-422- 6.89% |
$232K - $253K
|
5.7K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-146- 10.23% |
$80.3K - $87.4K
|
1.28K
$688K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
857New |
$472K - $513K
|
857
$460K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-868- 64.44% |
$478K - $520K
|
479
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-1.3K- 8.28% |
$715K - $779K
|
14.4K
$7.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
82+ 6.35% |
$45.1K - $49.1K
|
1.37K
$738K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.05K- 55.03% |
$2.23M - $2.43M
|
3.31K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-4- 0.3% |
$2.2K - $2.4K
|
1.33K
$715K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-466- 0.49% |
$256K - $279K
|
95.3K
$51.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.14% |
$13.8K - $15K
|
2.18K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
176+ 2.89% |
$96.8K - $105K
|
6.26K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-187- 3.48% |
$103K - $112K
|
5.19K
$2.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 25.0% |
$33K - $35.9K
|
180
$96.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-12- 0.9% |
$6.6K - $7.19K
|
1.31K
$705K
|
|