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 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-75- 1.64% |
$36K - $44.3K
|
4.5K
$2.54M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-630- 2.68% |
$302K - $372K
|
22.9K
$12.9M
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9- 0.16% |
$4.32K - $5.32K
|
5.48K
$3.09M
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
66+ 10.66% |
$31.7K - $39K
|
685
$386K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 1.91% |
$3.84K - $4.73K
|
410
$231K
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.29K+ 50.16% |
$3.02M - $3.72M
|
18.8K
$10.6M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-555- 0.18% |
$266K - $328K
|
306K
$172M
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-133- 3.19% |
$63.8K - $78.6K
|
4.03K
$2.27M
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
192+ 1.64% |
$92.1K - $113K
|
11.9K
$6.7M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-47- 1.84% |
$22.6K - $27.8K
|
2.51K
$1.41M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.68K+ 22.33% |
$2.73M - $3.36M
|
31.1K
$17.5M
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-40- 2.97% |
$19.2K - $23.6K
|
1.31K
$735K
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1- 0.09% |
$480 - $591
|
1.17K
$662K
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.21% |
$480 - $591
|
485
$273K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
93+ 19.87% |
$44.6K - $54.9K
|
561
$316K
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-23- 2.13% |
$11K - $13.6K
|
1.06K
$596K
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
469New |
$225K - $277K
|
469
$264K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-99- 1.49% |
$47.5K - $58.5K
|
6.56K
$3.69M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-733- 14.51% |
$352K - $433K
|
4.32K
$2.43M
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
206+ 22.03% |
$98.9K - $122K
|
1.14K
$643K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 40.34% |
$11.9M - $14.7M
|
36.8K
$20.7M
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 6.59% |
$14.4K - $17.7K
|
485
$273K
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.08% |
$480 - $591
|
1.24K
$698K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
227+ 10.68% |
$109K - $134K
|
2.35K
$1.33M
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-20- 1.76% |
$9.6K - $11.8K
|
1.12K
$629K
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
404New |
$194K - $239K
|
404
$228K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
146+ 21.44% |
$70.1K - $86.2K
|
827
$466K
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-378- 0.39% |
$181K - $223K
|
95.8K
$54M
|
|
Jul 21, 2025
Q2 2025
|
Metropolis Capital LTD
|
SELL
|
- |
-34.2K- 9.07% |
$16.4M - $20.2M
|
343K
$193M
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9- 1.65% |
$4.32K - $5.32K
|
537
$303K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
316+ 8.34% |
$152K - $187K
|
4.1K
$2.31M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-223- 22.1% |
$107K - $132K
|
786
$443K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$960 - $1.18K
|
1.59K
$896K
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-5.14K- 2.58% |
$2.47M - $3.04M
|
194K
$109M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 0.87% |
$2.88K - $3.54K
|
695
$392K
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.22KNew |
$2.51M - $3.08M
|
5.22K
$2.94M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
492+ 27.8% |
$236K - $291K
|
2.26K
$1.27M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.08KNew |
$518K - $637K
|
1.08K
$608K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.1K+ 15.34% |
$9.15M - $11.3M
|
143K
$80.8M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
573New |
$275K - $338K
|
573
$323K
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
124+ 5.31% |
$59.5K - $73.3K
|
2.46K
$1.39M
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-27- 2.57% |
$13K - $15.9K
|
1.02K
$576K
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-12.7K- 9.12% |
$6.09M - $7.49M
|
126K
$71.2M
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 0.29% |
$9.12K - $11.2K
|
6.61K
$3.72M
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
319+ 10.71% |
$153K - $188K
|
3.3K
$1.86M
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
46+ 2.27% |
$22.1K - $27.2K
|
2.07K
$1.17M
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19- 3.21% |
$9.12K - $11.2K
|
573
$323K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
389+ 4.08% |
$187K - $230K
|
9.93K
$5.6M
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9- 2.13% |
$4.32K - $5.32K
|
413
$233K
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.72K+ 22.75% |
$824K - $1.01M
|
9.26K
$5.22M
|