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 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
41+ 2.48% |
$22.6K - $24.6K
|
1.7K
$910K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-46- 3.74% |
$25.3K - $27.6K
|
1.18K
$636K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
321+ 13.88% |
$177K - $192K
|
2.63K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-125- 1.58% |
$68.8K - $74.9K
|
7.79K
$4.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
310+ 1.02% |
$171K - $186K
|
30.8K
$16.5M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-10- 0.58% |
$5.5K - $5.99K
|
1.71K
$915K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-546- 5.29% |
$300K - $327K
|
9.77K
$5.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-7- 0.28% |
$3.85K - $4.19K
|
2.48K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
7+ 0.43% |
$3.85K - $4.19K
|
1.65K
$885K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
41+ 50.62% |
$22.6K - $24.6K
|
122
$65.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
53+ 2.97% |
$29.2K - $31.7K
|
1.84K
$987K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-112- 6.3% |
$61.6K - $67.1K
|
1.67K
$895K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 12.8% |
$557K - $606K
|
8.92K
$4.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
276+ 25.14% |
$152K - $165K
|
1.37K
$738K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-87- 2.54% |
$47.9K - $52.1K
|
3.34K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-258K- 99.83% |
$142M - $155M
|
439
$236K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.58% |
$1.65K - $1.8K
|
518
$278K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
100+ 1.1% |
$55K - $59.9K
|
9.22K
$4.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-82- 13.78% |
$45.1K - $49.1K
|
513
$275K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
387+ 1.31% |
$213K - $232K
|
29.9K
$16M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.39K+ 307.62% |
$1.87M - $2.03M
|
4.5K
$2.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
108+ 3.18% |
$59.4K - $64.7K
|
3.5K
$1.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
103+ 27.99% |
$56.7K - $61.7K
|
471
$253K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 15.98% |
$36.3K - $39.5K
|
479
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-64- 15.69% |
$35.2K - $38.3K
|
344
$185K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.83% |
$8.25K - $8.98K
|
1.8K
$966K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 38.68% |
$1.31M - $1.43M
|
8.54K
$4.58M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
145+ 13.02% |
$79.8K - $86.8K
|
1.26K
$676K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
413+ 1.37% |
$227K - $247K
|
30.5K
$16.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
434New |
$239K - $260K
|
434
$233K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16- 0.42% |
$8.8K - $9.58K
|
3.75K
$2.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
326+ 4.47% |
$179K - $195K
|
7.62K
$4.09M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8+ 0.95% |
$4.4K - $4.79K
|
854
$458K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.06K+ 6.32% |
$583K - $635K
|
17.8K
$9.58M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-314- 3.12% |
$173K - $188K
|
9.75K
$5.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.58K- 11.79% |
$869K - $946K
|
11.8K
$6.34M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 4.71% |
$4.4K - $4.79K
|
178
$95.6K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-48- 7.69% |
$26.4K - $28.8K
|
576
$309K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
423New |
$233K - $253K
|
423
$227K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
95+ 8.85% |
$52.3K - $56.9K
|
1.17K
$627K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
SELL
|
- |
-36.2K- 12.03% |
$17.4M - $21.4M
|
264K
$142M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-4.89K- 1.16% |
$2.35M - $2.89M
|
418K
$224M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-782- 5.45% |
$375K - $462K
|
13.6K
$7.28M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-949Closed |
$455K - $561K
|
0
$0
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
202+ 0.85% |
$96.9K - $119K
|
23.9K
$12.8M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
38+ 8.23% |
$18.2K - $22.4K
|
500
$268K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 2.18% |
$53.3M - $65.6M
|
4.98M
$2.68B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-38K- 44.71% |
$18.2M - $22.4M
|
47K
$25.2M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-429- 4.38% |
$206K - $253K
|
9.37K
$5.03M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.36K- 17.44% |
$1.13M - $1.4M
|
11.2K
$6.01M
|
|