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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.69K+ 18.09% |
$927K - $1.01M
|
11K
$5.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 2.24% |
$12.1K - $13.2K
|
1.01K
$540K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.25K- 2.71% |
$4.54M - $4.94M
|
296K
$159M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.03KNew |
$1.11M - $1.21M
|
2.03K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-783K- 12.94% |
$431M - $469M
|
5.27M
$2.83B
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
14+ 2.32% |
$7.7K - $8.39K
|
617
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
24+ 4.72% |
$13.2K - $14.4K
|
532
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$662K - $721K
|
1.2K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-286- 0.5% |
$157K - $171K
|
56.9K
$30.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
167+ 1.12% |
$91.9K - $100K
|
15.1K
$8.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-440- 3.58% |
$242K - $264K
|
11.8K
$6.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.03K- 9.28% |
$3.32M - $3.61M
|
59K
$31.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$1.1K - $1.2K
|
1.61K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-81- 0.17% |
$44.6K - $48.5K
|
46.9K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
144+ 7.12% |
$79.2K - $86.3K
|
2.17K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 0.66% |
$4.95K - $5.39K
|
1.38K
$740K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
121+ 4.72% |
$66.6K - $72.5K
|
2.68K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
60+ 3.48% |
$33K - $35.9K
|
1.78K
$957K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
35+ 3.59% |
$19.3K - $21K
|
1.01K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-166- 0.22% |
$91.3K - $99.4K
|
76K
$40.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
563+ 0.51% |
$310K - $337K
|
111K
$59.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-296- 4.29% |
$163K - $177K
|
6.6K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 7.49% |
$23.1K - $25.2K
|
603
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-238- 2.66% |
$131K - $143K
|
8.71K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-21- 4.83% |
$11.6K - $12.6K
|
414
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
437+ 5.54% |
$240K - $262K
|
8.32K
$4.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-36- 7.61% |
$19.8K - $21.6K
|
437
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-15.2K- 18.21% |
$8.38M - $9.13M
|
68.5K
$36.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-523- 23.04% |
$288K - $313K
|
1.75K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8+ 1.26% |
$4.4K - $4.79K
|
642
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
12+ 2.35% |
$6.6K - $7.19K
|
522
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.32% |
$6.05K - $6.59K
|
847
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
651+ 57.11% |
$358K - $390K
|
1.79K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
768+ 2.0% |
$423K - $460K
|
39.1K
$21M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 1.66% |
$10.5K - $11.4K
|
1.17K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-133K- 2.09% |
$73.4M - $79.9M
|
6.24M
$3.35B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.37K+ 2.31% |
$2.4M - $2.62M
|
194K
$104M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
2.36KNew |
$1.3M - $1.41M
|
2.36K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-153- 0.18% |
$84.2K - $91.6K
|
86.3K
$46.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 2.19% |
$44.6K - $48.5K
|
3.61K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-167- 10.15% |
$91.9K - $100K
|
1.48K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
331+ 24.89% |
$182K - $198K
|
1.66K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-158- 1.76% |
$86.9K - $94.6K
|
8.8K
$4.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
139+ 28.72% |
$76.5K - $83.3K
|
623
$334K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5K- 2.15% |
$2.75M - $2.99M
|
228K
$122M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
127+ 14.89% |
$69.9K - $76.1K
|
980
$526K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.98K+ 2.84% |
$1.09M - $1.18M
|
71.5K
$38.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.5K+ 20.43% |
$41.6M - $45.2M
|
445K
$239M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
300+ 3.3% |
$165K - $180K
|
9.4K
$5.05M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-97- 2.11% |
$53.4K - $58.1K
|
4.49K
$2.41M
|
|