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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
20.9K+ 8.88% |
$11.5M - $12.5M
|
256K
$138M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-45- 2.39% |
$24.8K - $27K
|
1.84K
$985K
|
|
|
Nov 10, 2025
Q3 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-800- 3.01% |
$440K - $479K
|
25.7K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-51- 0.5% |
$28.1K - $30.5K
|
10.2K
$5.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-33- 1.13% |
$18.2K - $19.8K
|
2.9K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.04K- 1.44% |
$573K - $624K
|
71.4K
$38.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.65K - $1.8K
|
3.25K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-140- 6.57% |
$77K - $83.9K
|
1.99K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
51+ 11.33% |
$28.1K - $30.5K
|
501
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31- 6.39% |
$17.1K - $18.6K
|
454
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.97K+ 3.92% |
$1.08M - $1.18M
|
52.3K
$28.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-42K- 21.17% |
$23.1M - $25.2M
|
156K
$83.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.55% |
$13.8K - $15K
|
4.56K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
7.21K+ 17.46% |
$3.96M - $4.32M
|
48.5K
$26M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-220- 1.75% |
$121K - $132K
|
12.3K
$6.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.7K+ 17.35% |
$936K - $1.02M
|
11.5K
$6.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.24K- 4.46% |
$681K - $742K
|
26.5K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.29K- 16.7% |
$708K - $770K
|
6.41K
$3.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
73+ 1.99% |
$40.2K - $43.7K
|
3.74K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
227+ 1.08% |
$125K - $136K
|
21.2K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.44K+ 4.76% |
$2.99M - $3.26M
|
120K
$64.3M
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
132+ 3.36% |
$72.6K - $79.1K
|
4.07K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 9.59% |
$51.7K - $56.3K
|
886
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
56+ 4.85% |
$30.8K - $33.5K
|
1.21K
$650K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
315K+ 5.77% |
$174M - $189M
|
5.78M
$3.1B
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.37K+ 2.89% |
$1.85M - $2.02M
|
120K
$64.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 2.94% |
$85.8K - $93.4K
|
5.46K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
417+ 2.81% |
$229K - $250K
|
15.2K
$8.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-102- 0.38% |
$56.1K - $61.1K
|
26.7K
$14.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
366New |
$201K - $219K
|
366
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
180+ 0.43% |
$99K - $108K
|
42.5K
$22.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-32- 0.66% |
$17.6K - $19.2K
|
4.82K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 8.26% |
$15.4K - $16.8K
|
311
$167K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-15- 0.78% |
$8.25K - $8.98K
|
1.91K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.9% |
$7.7K - $8.39K
|
1.57K
$845K
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
472New |
$260K - $283K
|
472
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-37- 4.31% |
$20.4K - $22.2K
|
822
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-647- 1.72% |
$356K - $388K
|
36.9K
$19.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.27% |
$3.3K - $3.59K
|
2.27K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 4.15% |
$1.42M - $1.55M
|
59.8K
$32.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-132- 1.65% |
$72.6K - $79.1K
|
7.85K
$4.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3- 0.06% |
$1.65K - $1.8K
|
4.98K
$2.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
494+ 9.22% |
$272K - $296K
|
5.85K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-30- 0.29% |
$16.5K - $18K
|
10.4K
$5.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-153- 2.46% |
$84.2K - $91.6K
|
6.06K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
28.3K+ 6.47% |
$15.6M - $17M
|
466K
$250M
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
335+ 60.8% |
$184K - $201K
|
886
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-557- 7.88% |
$306K - $334K
|
6.52K
$3.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-30- 1.65% |
$16.5K - $18K
|
1.79K
$962K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 1.81% |
$37.4K - $40.7K
|
3.83K
$2.05M
|
|