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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 7.93% |
$6.98K - $7.55K
|
151
$81.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 2.77% |
$13.4K - $14.5K
|
876
$470K
|
|
|
Jan 23, 2026
Q4 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
24+ 2.35% |
$12.9K - $13.9K
|
1.05K
$561K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-10- 0.07% |
$5.37K - $5.8K
|
14.6K
$7.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-52- 0.75% |
$27.9K - $30.2K
|
6.9K
$3.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-74.4K- 3.33% |
$39.9M - $43.2M
|
2.16M
$1.16B
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-105- 0.53% |
$56.4K - $60.9K
|
19.6K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.12K- 83.58% |
$1.14M - $1.23M
|
417
$224K
|
|
|
Jan 23, 2026
Q4 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-12.2K- 10.99% |
$6.54M - $7.08M
|
98.8K
$53M
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-1.96K- 3.18% |
$1.05M - $1.14M
|
59.7K
$32M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
22+ 4.0% |
$11.8K - $12.8K
|
572
$307K
|
|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.71K+ 40.68% |
$1.99M - $2.15M
|
12.8K
$6.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.77% |
$8.05K - $8.71K
|
1.96K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
728+ 22.05% |
$391K - $423K
|
4.03K
$2.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-751- 3.01% |
$403K - $436K
|
24.2K
$13M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
153+ 1.09% |
$82.1K - $88.8K
|
14.1K
$7.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-20.9K- 77.39% |
$11.2M - $12.1M
|
6.1K
$3.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-117K- 97.87% |
$62.9M - $68M
|
2.55K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.38% |
$13.4K - $14.5K
|
6.58K
$3.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2+ 0.15% |
$1.07K - $1.16K
|
1.33K
$711K
|
|
|
Jan 23, 2026
Q4 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
SELL
|
- |
-186K- 0.26% |
$99.8M - $108M
|
70.1M
$37.6B
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.27K- 17.26% |
$680K - $735K
|
6.07K
$3.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Luma Capital S.A. Spf
Luxembourg, |
BUY
|
- |
9.4KNew |
$5.05M - $5.46M
|
9.4K
$5.05M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.25K- 6.12% |
$3.89M - $4.21M
|
111K
$59.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-90- 2.33% |
$48.3K - $52.2K
|
3.78K
$2.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
67+ 9.14% |
$36K - $38.9K
|
800
$429K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
27+ 6.63% |
$14.5K - $15.7K
|
434
$233K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-126- 3.12% |
$67.6K - $73.1K
|
3.91K
$2.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
45+ 1.39% |
$24.2K - $26.1K
|
3.29K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.25K+ 0.85% |
$673K - $728K
|
149K
$79.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 11.93% |
$34.9K - $37.7K
|
610
$327K
|
|
|
Jan 23, 2026
Q4 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-95.5K- 6.12% |
$51.3M - $55.4M
|
1.46M
$786M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
101+ 4.26% |
$54.2K - $58.6K
|
2.47K
$1.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 7.94% |
$85.9K - $92.9K
|
2.18K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
80+ 1.99% |
$42.9K - $46.4K
|
4.11K
$2.21M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
375+ 14.47% |
$201K - $218K
|
2.97K
$1.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
364+ 65.59% |
$195K - $211K
|
919
$493K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 12.23% |
$33.3K - $36K
|
569
$305K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-18- 1.25% |
$9.66K - $10.4K
|
1.42K
$764K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12- 3.17% |
$6.44K - $6.97K
|
366
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-18- 16.22% |
$9.66K - $10.4K
|
93
$49.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-114- 19.42% |
$61.2K - $66.2K
|
473
$254K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 17.25% |
$661K - $715K
|
5.9K
$3.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.36K- 0.95% |
$727K - $787K
|
142K
$76.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 13.82% |
$93.9K - $102K
|
1.44K
$774K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
43+ 2.99% |
$23.1K - $25K
|
1.48K
$795K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
295+ 1.4% |
$158K - $171K
|
21.4K
$11.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.5% |
$3.76K - $4.06K
|
1.38K
$742K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
412+ 12.52% |
$221K - $239K
|
3.7K
$1.99M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-74- 1.89% |
$39.7K - $43K
|
3.84K
$2.06M
|
|