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 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 0.23% |
$17.6K - $19.2K
|
13.9K
$7.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
156+ 2.69% |
$85.8K - $93.4K
|
5.95K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-420- 4.93% |
$231K - $252K
|
8.09K
$4.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-198- 3.94% |
$109K - $119K
|
4.83K
$2.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-103- 0.94% |
$56.7K - $61.7K
|
10.8K
$5.81M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
54.6K+ 3.59% |
$30M - $32.7M
|
1.57M
$845M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-753- 56.32% |
$414K - $451K
|
584
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
224+ 10.91% |
$123K - $134K
|
2.28K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
53+ 2.95% |
$29.2K - $31.7K
|
1.85K
$993K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
235+ 10.95% |
$129K - $141K
|
2.38K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
361New |
$199K - $216K
|
361
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
67+ 2.8% |
$36.9K - $40.1K
|
2.46K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
315+ 29.83% |
$173K - $189K
|
1.37K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-50- 63.29% |
$27.5K - $29.9K
|
29
$15.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
642New |
$353K - $385K
|
642
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.75K- 0.41% |
$1.51M - $1.65M
|
666K
$358M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-4.27K- 0.9% |
$2.35M - $2.56M
|
472K
$254M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-612- 0.22% |
$337K - $367K
|
283K
$152M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-31.3K- 1.97% |
$17.2M - $18.8M
|
1.56M
$837M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
169+ 2.07% |
$93K - $101K
|
8.33K
$4.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
15+ 0.29% |
$8.25K - $8.98K
|
5.18K
$2.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.7K+ 1.54% |
$2.59M - $2.82M
|
309K
$166M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-6.86K- 41.95% |
$3.78M - $4.11M
|
9.5K
$5.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-15- 1.56% |
$8.25K - $8.98K
|
945
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-70- 0.51% |
$38.5K - $41.9K
|
13.8K
$7.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
346+ 2.4% |
$190K - $207K
|
14.8K
$7.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
122+ 1.44% |
$67.1K - $73.1K
|
8.6K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
13+ 2.41% |
$7.15K - $7.79K
|
553
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.68% |
$1.65K - $1.8K
|
443
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
505+ 2.11% |
$278K - $302K
|
24.4K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
1.9KNew |
$1.04M - $1.14M
|
1.9K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-22- 2.34% |
$12.1K - $13.2K
|
920
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-17- 3.22% |
$9.35K - $10.2K
|
511
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
348+ 12.52% |
$191K - $208K
|
3.13K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-24- 1.96% |
$13.2K - $14.4K
|
1.2K
$646K
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-2- 20.0% |
$1.1K - $1.2K
|
8
$4.29K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3- 0.49% |
$1.65K - $1.8K
|
611
$328K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
27+ 0.96% |
$14.9K - $16.2K
|
2.84K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
34+ 2.9% |
$18.7K - $20.4K
|
1.21K
$647K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-551- 2.68% |
$303K - $330K
|
20K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16+ 0.64% |
$8.8K - $9.58K
|
2.53K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
560+ 3.49% |
$308K - $335K
|
16.6K
$8.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-57- 12.39% |
$31.4K - $34.1K
|
403
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-18- 11.04% |
$9.9K - $10.8K
|
145
$77.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
610+ 6.22% |
$336K - $365K
|
10.4K
$5.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$550 - $599
|
833
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3- 0.25% |
$1.65K - $1.8K
|
1.19K
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
2+ 0.28% |
$1.1K - $1.2K
|
720
$387K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.94K- 17.59% |
$2.72M - $2.96M
|
23.2K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.71K+ 1.21% |
$940K - $1.02M
|
143K
$77M
|
|