Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
30+ 0.22% |
$16.5K - $18K
|
13.8K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.07% |
$16.5K - $18K
|
2.83K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
30+ 2.35% |
$16.5K - $18K
|
1.31K
$701K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
30+ 1.08% |
$16.5K - $18K
|
2.8K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 1.57% |
$16.5K - $18K
|
1.94K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30+ 7.06% |
$16.5K - $18K
|
455
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
30+ 3.67% |
$16.5K - $18K
|
848
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
30+ 0.07% |
$16.5K - $18K
|
40.8K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
29+ 7.61% |
$16K - $17.4K
|
410
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
29+ 0.47% |
$16K - $17.4K
|
6.16K
$3.31M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28+ 3.25% |
$15.4K - $16.8K
|
890
$478K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28+ 1.51% |
$15.4K - $16.8K
|
1.88K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
27+ 0.96% |
$14.9K - $16.2K
|
2.84K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 5.44% |
$14.9K - $16.2K
|
523
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
27+ 2.73% |
$14.9K - $16.2K
|
1.02K
$546K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
27+ 2.49% |
$14.9K - $16.2K
|
1.11K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
26+ 0.59% |
$14.3K - $15.6K
|
4.46K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 20.8% |
$14.3K - $15.6K
|
151
$81.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
26+ 0.02% |
$14.3K - $15.6K
|
110K
$59M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
26+ 5.87% |
$14.3K - $15.6K
|
469
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26+ 4.31% |
$14.3K - $15.6K
|
629
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26+ 1.31% |
$14.3K - $15.6K
|
2.01K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
26+ 1.69% |
$14.3K - $15.6K
|
1.56K
$837K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
26+ 0.39% |
$14.3K - $15.6K
|
6.7K
$3.6M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
25+ 227.27% |
$13.8K - $15K
|
36
$19.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.55% |
$13.8K - $15K
|
4.56K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 0.24% |
$13.8K - $15K
|
10.4K
$5.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
25+ 5.57% |
$13.8K - $15K
|
474
$254K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
25+ 3.58% |
$13.8K - $15K
|
724
$389K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
25+ 2.87% |
$13.8K - $15K
|
897
$482K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
25New |
$13.8K - $15K
|
25
$13.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
25+ 6.93% |
$13.8K - $15K
|
386
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
24+ 2.25% |
$13.2K - $14.4K
|
1.09K
$587K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
24+ 2.05% |
$13.2K - $14.4K
|
1.2K
$642K
|
|
|
Nov 14, 2025
Q3 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
24+ 0.56% |
$13.2K - $14.4K
|
4.27K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
24+ 0.14% |
$13.2K - $14.4K
|
17.1K
$9.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
24+ 1.61% |
$13.2K - $14.4K
|
1.51K
$811K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
24+ 2.46% |
$13.2K - $14.4K
|
1K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
24+ 4.72% |
$13.2K - $14.4K
|
532
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
24+ 0.94% |
$13.2K - $14.4K
|
2.56K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
24+ 4.01% |
$13.2K - $14.4K
|
623
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
23+ 3.63% |
$12.7K - $13.8K
|
657
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
23+ 0.28% |
$12.7K - $13.8K
|
8.19K
$4.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
23+ 4.15% |
$12.7K - $13.8K
|
577
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
23+ 4.55% |
$12.7K - $13.8K
|
529
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
23+ 2.69% |
$12.7K - $13.8K
|
878
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23+ 29.87% |
$12.7K - $13.8K
|
100
$53.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
22+ 0.88% |
$12.1K - $13.2K
|
2.53K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 2.24% |
$12.1K - $13.2K
|
1.01K
$540K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
22+ 0.71% |
$12.1K - $13.2K
|
3.13K
$1.68M
|
|