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 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
831+ 573.1% |
$457K - $498K
|
976
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 22.49% |
$25.9K - $28.2K
|
256
$137K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-18- 3.81% |
$9.9K - $10.8K
|
455
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.67K- 2.8% |
$2.57M - $2.8M
|
162K
$87M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-676- 2.08% |
$372K - $405K
|
31.9K
$17.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-13- 1.78% |
$7.15K - $7.79K
|
716
$384K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
348+ 37.34% |
$191K - $208K
|
1.28K
$687K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3.18K+ 44.83% |
$1.75M - $1.91M
|
10.3K
$5.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 19.27% |
$1.76M - $1.91M
|
19.8K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-11- 2.77% |
$6.05K - $6.59K
|
386
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-652- 1.11% |
$359K - $391K
|
58K
$31.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-2.13K- 0.95% |
$1.17M - $1.27M
|
222K
$119M
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
SELL
|
- |
-252- 0.36% |
$139K - $151K
|
69.2K
$37.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.59K- 3.58% |
$1.97M - $2.15M
|
96.6K
$51.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
215+ 34.79% |
$118K - $129K
|
833
$447K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
593+ 3.07% |
$326K - $355K
|
19.9K
$10.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 1.12% |
$62.7K - $68.3K
|
10.1K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 1.62% |
$3.3K - $3.59K
|
376
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
510+ 3.29% |
$281K - $305K
|
16K
$8.6M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
451+ 29.15% |
$248K - $270K
|
2K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3- 0.11% |
$1.65K - $1.8K
|
2.69K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
17+ 0.47% |
$9.35K - $10.2K
|
3.62K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-160- 7.58% |
$88K - $95.8K
|
1.95K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-249- 34.58% |
$137K - $149K
|
471
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19+ 3.82% |
$10.5K - $11.4K
|
516
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21+ 0.44% |
$11.6K - $12.6K
|
4.76K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-187- 1.43% |
$103K - $112K
|
12.9K
$6.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48+ 44.44% |
$26.4K - $28.8K
|
156
$83.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.29K+ 3.92% |
$3.46M - $3.77M
|
167K
$89.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.35% |
$2.75K - $2.99K
|
1.41K
$759K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-76- 5.87% |
$41.8K - $45.5K
|
1.22K
$654K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-166- 14.18% |
$91.3K - $99.4K
|
1.01K
$540K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-71- 3.65% |
$39.1K - $42.5K
|
1.88K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-5- 0.66% |
$2.75K - $2.99K
|
752
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1+ 0.25% |
$550 - $599
|
405
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
9+ 32.14% |
$4.95K - $5.39K
|
37
$19.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-150- 29.01% |
$82.5K - $89.8K
|
367
$197K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
269+ 6.54% |
$148K - $161K
|
4.38K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.24% |
$2.2K - $2.4K
|
1.7K
$913K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 5.88% |
$78.1K - $85.1K
|
2.27K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
24+ 4.01% |
$13.2K - $14.4K
|
623
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 0.31% |
$19.8K - $21.6K
|
11.6K
$6.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91+ 26.0% |
$50.1K - $54.5K
|
441
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-11- 1.02% |
$6.05K - $6.59K
|
1.07K
$573K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-242- 4.88% |
$133K - $145K
|
4.72K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
431New |
$237K - $258K
|
431
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
459New |
$253K - $275K
|
459
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-152- 0.48% |
$83.6K - $91K
|
31.3K
$16.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-14- 4.67% |
$7.7K - $8.39K
|
286
$154K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.6K+ 73.95% |
$11.3M - $12.3M
|
48.4K
$26M
|
|