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 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 1.65% |
$187K - $204K
|
20.9K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
355New |
$195K - $213K
|
355
$191K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
89+ 0.37% |
$49K - $53.3K
|
24K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.68KNew |
$924K - $1.01M
|
1.68K
$902K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
128+ 15.59% |
$70.4K - $76.7K
|
949
$509K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64+ 0.85% |
$35.2K - $38.3K
|
7.6K
$4.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 2.4% |
$615K - $669K
|
47.6K
$25.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.63K- 1.33% |
$897K - $977K
|
121K
$65.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-792- 3.65% |
$436K - $474K
|
20.9K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-42- 2.5% |
$23.1K - $25.2K
|
1.64K
$879K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
224+ 13.71% |
$123K - $134K
|
1.86K
$997K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
305+ 66.59% |
$168K - $183K
|
763
$410K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-488- 49.9% |
$268K - $292K
|
490
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.06% |
$550 - $599
|
1.59K
$855K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
69+ 7.81% |
$38K - $41.3K
|
952
$511K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
111+ 2.24% |
$61.1K - $66.5K
|
5.06K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
44+ 8.12% |
$24.2K - $26.4K
|
586
$315K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
66+ 3.15% |
$36.3K - $39.5K
|
2.16K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-35- 0.74% |
$19.3K - $21K
|
4.71K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
12+ 0.92% |
$6.6K - $7.19K
|
1.31K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.84K- 14.31% |
$1.01M - $1.1M
|
11K
$5.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
124+ 18.59% |
$68.2K - $74.3K
|
791
$425K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-19K- 4.55% |
$10.4M - $11.4M
|
398K
$214M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-154- 2.98% |
$84.7K - $92.2K
|
5.01K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
378New |
$208K - $226K
|
378
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
10+ 0.45% |
$5.5K - $5.99K
|
2.25K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
255+ 24.03% |
$140K - $153K
|
1.32K
$706K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 2.22% |
$55K - $59.9K
|
4.4K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
799+ 32.77% |
$440K - $479K
|
3.24K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
420+ 0.46% |
$231K - $252K
|
91.5K
$49.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.45K+ 31.33% |
$799K - $870K
|
6.09K
$3.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.1% |
$17.6K - $19.2K
|
749
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-569- 4.44% |
$313K - $341K
|
12.2K
$6.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-213- 21.65% |
$117K - $128K
|
771
$414K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-19- 1.13% |
$10.5K - $11.4K
|
1.66K
$890K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.95K- 20.11% |
$3.82M - $4.16M
|
27.6K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-807- 1.62% |
$444K - $483K
|
49K
$26.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-55- 9.09% |
$30.3K - $32.9K
|
550
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
260+ 12.32% |
$143K - $156K
|
2.37K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 2.49% |
$19.3K - $21K
|
1.44K
$774K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.62% |
$2.2K - $2.4K
|
646
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.29K+ 3.65% |
$711K - $774K
|
36.7K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.04% |
$2.2K - $2.4K
|
10.8K
$5.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5- 0.28% |
$2.75K - $2.99K
|
1.79K
$959K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
73+ 6.21% |
$40.2K - $43.7K
|
1.25K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-67- 2.8% |
$36.9K - $40.1K
|
2.33K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.14% |
$1.65K - $1.8K
|
2.18K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-219- 2.97% |
$120K - $131K
|
7.15K
$3.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.41K+ 5.78% |
$3.53M - $3.84M
|
117K
$63M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
SELL
|
- |
-1.39K- 8.55% |
$764K - $831K
|
14.8K
$7.97M
|
|