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 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
33+ 3.63% |
$18.2K - $19.8K
|
942
$506K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.39KNew |
$1.31M - $1.43M
|
2.39K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16- 2.49% |
$8.8K - $9.58K
|
626
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
400+ 2.71% |
$220K - $240K
|
15.2K
$8.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
528+ 3.5% |
$290K - $316K
|
15.6K
$8.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
470+ 39.04% |
$259K - $282K
|
1.67K
$899K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
438New |
$241K - $262K
|
438
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.37K+ 96.26% |
$1.3M - $1.42M
|
4.83K
$2.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-630- 54.31% |
$347K - $377K
|
530
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-190- 16.65% |
$105K - $114K
|
951
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-95- 14.89% |
$52.3K - $56.9K
|
543
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
675+ 6.27% |
$371K - $404K
|
11.4K
$6.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
68+ 5.78% |
$37.4K - $40.7K
|
1.24K
$668K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 4.06% |
$7.15K - $7.79K
|
333
$179K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 7.8% |
$8.74M - $9.51M
|
220K
$118M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.67K- 2.76% |
$919K - $1M
|
59K
$31.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 2.57% |
$1.11M - $1.2M
|
76.1K
$40.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
19+ 50.0% |
$10.5K - $11.4K
|
57
$30.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
27.1K+ 8.79% |
$14.9M - $16.2M
|
336K
$180M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4+ 33.33% |
$2.2K - $2.4K
|
16
$8.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
383New |
$211K - $229K
|
383
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
165+ 2.97% |
$90.8K - $98.8K
|
5.73K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-538- 2.08% |
$296K - $322K
|
25.3K
$13.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-3- 0.36% |
$1.65K - $1.8K
|
837
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
281+ 2.78% |
$155K - $168K
|
10.4K
$5.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
25.1K+ 21.6% |
$13.8M - $15M
|
141K
$75.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-432- 25.55% |
$238K - $259K
|
1.26K
$676K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
955+ 170.84% |
$525K - $572K
|
1.51K
$813K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
992+ 9.35% |
$546K - $594K
|
11.6K
$6.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.21K+ 12.87% |
$4.52M - $4.92M
|
72K
$38.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-168- 2.94% |
$92.4K - $101K
|
5.54K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-418- 2.89% |
$230K - $250K
|
14.1K
$7.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
6+ 1.04% |
$3.3K - $3.59K
|
581
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.72K- 82.17% |
$946K - $1.03M
|
373
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
10+ 0.88% |
$5.5K - $5.99K
|
1.15K
$615K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
490+ 28.37% |
$270K - $293K
|
2.22K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.71K+ 137.43% |
$2.59M - $2.82M
|
8.14K
$4.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.84K- 4.96% |
$1.01M - $1.1M
|
35.2K
$18.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1- 0.06% |
$550 - $599
|
1.8K
$965K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3+ 0.74% |
$1.65K - $1.8K
|
407
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
329+ 1.3% |
$181K - $197K
|
25.7K
$13.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
380New |
$209K - $228K
|
380
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
7.7K+ 50.32% |
$4.24M - $4.61M
|
23K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
50+ 8.14% |
$27.5K - $29.9K
|
664
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.33% |
$3.85K - $4.19K
|
533
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
420+ 5.36% |
$231K - $252K
|
8.26K
$4.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-32- 0.84% |
$17.6K - $19.2K
|
3.76K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
442+ 2.34% |
$243K - $265K
|
19.3K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-19- 1.55% |
$10.5K - $11.4K
|
1.21K
$647K
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
110+ 0.68% |
$60.5K - $65.9K
|
16.3K
$8.73M
|
|