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 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.11K- 3.54% |
$2.93M - $3.61M
|
167K
$94.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-423- 1.54% |
$203K - $250K
|
27.1K
$15.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-750- 6.93% |
$360K - $443K
|
10.1K
$5.69M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
425New |
$214K - $245K
|
425
$240K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
240K+ 133.62% |
$121M - $138M
|
419K
$237M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.4K- 15.56% |
$707K - $807K
|
7.6K
$4.29M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
30.2KNew |
$15.2M - $17.4M
|
30.2K
$17.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
306+ 1.69% |
$154K - $176K
|
18.5K
$10.4M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-3.4K- 31.15% |
$1.72M - $1.96M
|
7.53K
$4.25M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.12% |
$3.53K - $4.03K
|
5.7K
$3.22M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.27K+ 1.64% |
$638K - $729K
|
78.6K
$44.4M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
16+ 3.95% |
$8.07K - $9.22K
|
421
$238K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
129+ 33.42% |
$65.1K - $74.3K
|
515
$291K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.19K- 3.12% |
$1.11M - $1.26M
|
68.1K
$38.5M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-757- 1.91% |
$382K - $436K
|
38.8K
$21.9M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.47% |
$50.5K - $57.6K
|
21K
$11.9M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-49- 0.69% |
$24.7K - $28.2K
|
7.08K
$4M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 90.14% |
$5.23M - $5.98M
|
1.13K
$641K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.12% |
$1.51K - $1.73K
|
2.59K
$1.46M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-246- 37.61% |
$124K - $142K
|
408
$231K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8+ 0.34% |
$4.04K - $4.61K
|
2.33K
$1.32M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-47- 8.47% |
$23.7K - $27.1K
|
508
$287K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$8.07K - $9.22K
|
16
$9.04K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-97- 9.94% |
$49K - $55.9K
|
879
$497K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-26- 6.13% |
$13.1K - $15K
|
398
$225K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
555New |
$280K - $320K
|
555
$314K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.18% |
$1.51K - $1.73K
|
1.7K
$958K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
412+ 1420.69% |
$208K - $237K
|
441
$249K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.8K+ 1980.3% |
$22.1M - $25.3M
|
46K
$26M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-708- 0.87% |
$357K - $408K
|
81K
$45.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
142+ 2.15% |
$71.7K - $81.8K
|
6.74K
$3.81M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5- 0.28% |
$2.52K - $2.88K
|
1.78K
$1.01M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.23K- 71.79% |
$623K - $711K
|
485
$274K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
25+ 1.72% |
$12.6K - $14.4K
|
1.48K
$834K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.36% |
$505 - $576
|
276
$156K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-182- 12.35% |
$91.8K - $105K
|
1.29K
$730K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
392K+ 109.33% |
$198M - $226M
|
751K
$425M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48K+ 34.24% |
$1.25M - $1.43M
|
9.72K
$5.49M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11- 0.13% |
$5.55K - $6.34K
|
8.29K
$4.69M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-46- 2.03% |
$23.2K - $26.5K
|
2.22K
$1.25M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47+ 3.72% |
$23.7K - $27.1K
|
1.31K
$741K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-320- 12.36% |
$161K - $184K
|
2.27K
$1.28M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-543- 0.32% |
$274K - $313K
|
170K
$96M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.65K+ 122.96% |
$4.37M - $4.99M
|
15.7K
$8.87M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 0.47% |
$21.7K - $24.8K
|
9.27K
$5.24M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.4K- 14.59% |
$2.73M - $3.11M
|
31.6K
$17.9M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$25.2K - $28.8K
|
50
$28.3K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-150- 1.43% |
$75.7K - $86.4K
|
10.3K
$5.83M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.08K- 27.17% |
$543K - $620K
|
2.88K
$1.63M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-794- 8.59% |
$401K - $458K
|
8.45K
$4.78M
|
|