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 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-26- 2.06% |
$14.3K - $15.6K
|
1.24K
$664K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
176+ 5.34% |
$96.8K - $105K
|
3.47K
$1.86M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-17- 0.87% |
$9.35K - $10.2K
|
1.93K
$1.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
574+ 3.02% |
$316K - $344K
|
19.6K
$10.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
68+ 3.64% |
$37.4K - $40.7K
|
1.94K
$1.04M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-39- 3.44% |
$21.5K - $23.4K
|
1.1K
$588K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
38+ 1.76% |
$20.9K - $22.8K
|
2.19K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-34- 1.14% |
$18.7K - $20.4K
|
2.95K
$1.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-8- 0.59% |
$4.4K - $4.79K
|
1.34K
$720K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-27.2K- 22.03% |
$15M - $16.3M
|
96.3K
$51.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8.64K+ 28.75% |
$4.75M - $5.17M
|
38.7K
$20.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 0.5% |
$4.4K - $4.79K
|
1.6K
$858K
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-215- 3.13% |
$118K - $129K
|
6.65K
$3.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22- 1.16% |
$12.1K - $13.2K
|
1.87K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-837K- 89.61% |
$461M - $501M
|
97K
$52.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-142- 11.53% |
$78.1K - $85.1K
|
1.09K
$585K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
330+ 15.01% |
$182K - $198K
|
2.53K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 20.0% |
$550 - $599
|
6
$3.22K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-271- 1.78% |
$149K - $162K
|
15K
$8.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-33- 5.08% |
$18.2K - $19.8K
|
616
$331K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-142- 0.66% |
$78.1K - $85.1K
|
21.4K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
29+ 1.17% |
$16K - $17.4K
|
2.51K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.3% |
$2.2K - $2.4K
|
1.32K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
864New |
$475K - $518K
|
864
$464K
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-185- 0.55% |
$102K - $111K
|
33.3K
$17.9M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
214+ 10.36% |
$118K - $128K
|
2.28K
$1.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.78K- 88.83% |
$2.08M - $2.27M
|
476
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
13+ 1.36% |
$7.15K - $7.79K
|
970
$521K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
275New |
$151K - $165K
|
275
$148K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.65KNew |
$2.01M - $2.19M
|
3.65K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.1K- 36.58% |
$603K - $656K
|
1.9K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
SELL
|
- |
-10- 1.4% |
$5.5K - $5.99K
|
704
$378K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10+ 1.98% |
$5.5K - $5.99K
|
515
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 80.93% |
$773K - $842K
|
3.14K
$1.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 2.03% |
$7.7K - $8.39K
|
677
$363K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-56- 2.98% |
$30.8K - $33.5K
|
1.83K
$980K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
86+ 9.57% |
$47.3K - $51.5K
|
985
$529K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-216- 4.92% |
$119K - $129K
|
4.17K
$2.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
287+ 7.35% |
$158K - $172K
|
4.19K
$2.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-5- 0.06% |
$2.75K - $2.99K
|
8.3K
$4.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-137- 1.14% |
$75.4K - $82.1K
|
11.9K
$6.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
222+ 4.46% |
$122K - $133K
|
5.2K
$2.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
117+ 29.47% |
$64.4K - $70.1K
|
514
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.31K- 4.48% |
$1.27M - $1.38M
|
49.3K
$26.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
36+ 0.84% |
$19.8K - $21.6K
|
4.33K
$2.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-23- 0.92% |
$12.7K - $13.8K
|
2.46K
$1.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
92+ 2.53% |
$50.6K - $55.1K
|
3.72K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-209- 3.19% |
$115K - $125K
|
6.35K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-16- 2.42% |
$8.8K - $9.58K
|
644
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
468+ 8.55% |
$257K - $280K
|
5.94K
$3.19M
|
|