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 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.1K- 6.8% |
$7.22M - $7.86M
|
180K
$96.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-12.7K- 2.85% |
$6.97M - $7.59M
|
432K
$232M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-59- 7.12% |
$32.5K - $35.3K
|
770
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
67+ 13.87% |
$36.9K - $40.1K
|
550
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.09% |
$6.6K - $7.19K
|
12.7K
$6.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.03K+ 8.23% |
$2.22M - $2.41M
|
53K
$28.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.26% |
$1.02M - $1.11M
|
146K
$78.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4- 1.09% |
$2.2K - $2.4K
|
364
$195K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 1.02% |
$678K - $738K
|
120K
$64.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-7- 0.6% |
$3.85K - $4.19K
|
1.15K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
63+ 8.87% |
$34.7K - $37.7K
|
773
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-56- 13.59% |
$30.8K - $33.5K
|
356
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
429+ 3.47% |
$236K - $257K
|
12.8K
$6.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-34- 2.49% |
$18.7K - $20.4K
|
1.33K
$715K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-30- 1.56% |
$16.5K - $18K
|
1.9K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
10+ 2.75% |
$5.5K - $5.99K
|
373
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
30+ 1.08% |
$16.5K - $18K
|
2.8K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
136+ 1.36% |
$74.8K - $81.5K
|
10.1K
$5.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
820+ 1.1% |
$451K - $491K
|
75K
$40.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-8.21K- 1.92% |
$4.52M - $4.92M
|
419K
$225M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
216+ 3.75% |
$119K - $129K
|
5.98K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-8.15K- 89.61% |
$4.48M - $4.88M
|
945
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-842- 68.9% |
$463K - $504K
|
380
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-14- 3.68% |
$7.7K - $8.39K
|
366
$196K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
334+ 4.91% |
$184K - $200K
|
7.14K
$3.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-74- 1.04% |
$40.7K - $44.3K
|
7.04K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.4K- 7.94% |
$6.29M - $6.85M
|
133K
$71.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-12- 0.78% |
$6.6K - $7.19K
|
1.52K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-13- 1.31% |
$7.15K - $7.79K
|
982
$527K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
199+ 0.71% |
$109K - $119K
|
28.4K
$15.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.56K+ 13.01% |
$1.41M - $1.54M
|
22.3K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-459- 1.35% |
$253K - $275K
|
33.5K
$18M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
205+ 9.99% |
$113K - $123K
|
2.26K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
170+ 42.82% |
$93.5K - $102K
|
567
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-103- 1.77% |
$56.7K - $61.7K
|
5.73K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-314- 21.16% |
$173K - $188K
|
1.17K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-62- 10.9% |
$34.1K - $37.1K
|
507
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-301- 12.64% |
$166K - $180K
|
2.08K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-160- 7.77% |
$88K - $95.8K
|
1.9K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-64- 0.47% |
$35.2K - $38.3K
|
13.5K
$7.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-23- 5.01% |
$12.7K - $13.8K
|
436
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.32K- 1.92% |
$1.27M - $1.39M
|
118K
$63.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-45- 0.82% |
$24.8K - $27K
|
5.45K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.07% |
$2.2K - $2.4K
|
6.06K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 1.67% |
$3.3K - $3.59K
|
365
$196K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.11K+ 0.73% |
$610K - $664K
|
152K
$81.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-20- 4.04% |
$11K - $12K
|
475
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
623+ 8.46% |
$343K - $373K
|
7.99K
$4.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
115+ 0.47% |
$63.3K - $68.9K
|
24.4K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.74K+ 20.79% |
$1.51M - $1.64M
|
15.9K
$8.54M
|
|