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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-126- 3.07% |
$63.6K - $72.6K
|
3.98K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
12.7KNew |
$6.39M - $7.3M
|
12.7K
$6.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
26.6K+ 6956.4% |
$13.4M - $15.4M
|
27K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-10- 1.93% |
$5.05K - $5.76K
|
508
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
629+ 4.56% |
$317K - $362K
|
14.4K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-90- 7.54% |
$45.4K - $51.9K
|
1.1K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165New |
$83.3K - $95.1K
|
165
$88.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
134+ 11.95% |
$67.6K - $77.2K
|
1.26K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$15.1K - $17.3K
|
14.3K
$7.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-336- 39.02% |
$170K - $194K
|
525
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-50- 3.96% |
$25.2K - $28.8K
|
1.21K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-33- 7.48% |
$16.7K - $19K
|
408
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
379New |
$191K - $218K
|
379
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250New |
$126K - $144K
|
250
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.88KNew |
$947K - $1.08M
|
1.88K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-20- 4.6% |
$10.1K - $11.5K
|
415
$223K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.47K- 24.76% |
$1.24M - $1.42M
|
7.49K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 9.42% |
$37.9K - $43.2K
|
871
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 6.2% |
$12.6K - $14.4K
|
378
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1K+ 125.0% |
$505K - $576K
|
1.8K
$966K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-30- 1.24% |
$15.1K - $17.3K
|
2.4K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10New |
$5.05K - $5.76K
|
10
$5.37K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
21+ 2.75% |
$10.6K - $12.1K
|
786
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$5.05M - $5.76M
|
30K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-13- 2.74% |
$6.56K - $7.49K
|
462
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7- 0.87% |
$3.53K - $4.03K
|
801
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.28K+ 59.14% |
$4.68M - $5.35M
|
25K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30+ 2.7% |
$15.1K - $17.3K
|
1.14K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-718- 2.42% |
$362K - $414K
|
28.9K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
566New |
$286K - $326K
|
566
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 3.58% |
$50K - $57.1K
|
2.67K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$134K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-41- 4.81% |
$20.7K - $23.6K
|
811
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$5.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-2.08K- 1.91% |
$1.05M - $1.2M
|
107K
$57.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
21+ 1.22% |
$10.6K - $12.1K
|
1.74K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.08K- 2.75% |
$546K - $624K
|
38.3K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-107- 7.75% |
$54K - $61.7K
|
1.27K
$684K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.49K+ 519.33% |
$2.26M - $2.59M
|
5.35K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 7.46% |
$22.7K - $25.9K
|
558
$300K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 1.59% |
$12.6K - $14.4K
|
1.55K
$832K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$105K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.74% |
$8.58K - $9.8K
|
91
$48.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 3.93% |
$19.2K - $21.9K
|
930
$499K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$14.6K - $16.7K
|
2.85K
$1.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
6.45KNew |
$3.26M - $3.72M
|
6.45K
$3.46M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.27K+ 9.77% |
$625K - $682K
|
14.3K
$7.67M
|
|