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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 1.16% |
$5.5K - $5.99K
|
869
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 2.83% |
$5.5K - $5.99K
|
363
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
10+ 2.8% |
$5.5K - $5.99K
|
367
$197K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.62% |
$5.5K - $5.99K
|
1.61K
$865K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10+ 1.98% |
$5.5K - $5.99K
|
515
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
9+ 1.99% |
$4.95K - $5.39K
|
462
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.35% |
$4.95K - $5.39K
|
2.55K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9+ 0.22% |
$4.95K - $5.39K
|
4.04K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 1.99% |
$4.95K - $5.39K
|
461
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.14% |
$4.95K - $5.39K
|
6.65K
$3.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 0.66% |
$4.95K - $5.39K
|
1.38K
$740K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9+ 0.38% |
$4.95K - $5.39K
|
2.4K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
9+ 1.67% |
$4.95K - $5.39K
|
549
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9+ 1.0% |
$4.95K - $5.39K
|
908
$487K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 1.24% |
$4.95K - $5.39K
|
733
$394K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
9+ 25.71% |
$4.95K - $5.39K
|
44
$23.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 1.29% |
$4.95K - $5.39K
|
704
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
9+ 32.14% |
$4.95K - $5.39K
|
37
$19.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
8+ 0.65% |
$4.4K - $4.79K
|
1.25K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
8New |
$4.4K - $4.79K
|
8
$4.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
8+ 0.07% |
$4.4K - $4.79K
|
10.7K
$5.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.99% |
$4.4K - $4.79K
|
817
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8+ 1.26% |
$4.4K - $4.79K
|
642
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.03% |
$4.4K - $4.79K
|
788
$423K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
8+ 0.1% |
$4.4K - $4.79K
|
8.18K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
8+ 4.26% |
$4.4K - $4.79K
|
196
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.44% |
$4.4K - $4.79K
|
1.81K
$973K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 27.59% |
$4.4K - $4.79K
|
37
$19.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 4.71% |
$4.4K - $4.79K
|
178
$95.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 1.31% |
$3.85K - $4.19K
|
542
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
7+ 0.05% |
$3.85K - $4.19K
|
13K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7+ 0.1% |
$3.85K - $4.19K
|
6.78K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7+ 1.05% |
$3.85K - $4.19K
|
671
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.33% |
$3.85K - $4.19K
|
533
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
7+ 1.22% |
$3.85K - $4.19K
|
579
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
7+ 2.09% |
$3.85K - $4.19K
|
342
$184K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.82% |
$3.85K - $4.19K
|
856
$460K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6+ 0.64% |
$3.3K - $3.59K
|
944
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6+ 0.18% |
$3.3K - $3.59K
|
3.29K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6+ 9.52% |
$3.3K - $3.59K
|
69
$37K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
6+ 1.64% |
$3.3K - $3.59K
|
371
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.27% |
$3.3K - $3.59K
|
2.27K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6+ 0.05% |
$3.3K - $3.59K
|
11.5K
$6.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.21% |
$3.3K - $3.59K
|
2.85K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
6+ 1.04% |
$3.3K - $3.59K
|
581
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 1.67% |
$3.3K - $3.59K
|
365
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.84% |
$3.3K - $3.59K
|
724
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
6New |
$3.3K - $3.59K
|
6
$3.22K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6+ 1.36% |
$3.3K - $3.59K
|
446
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 1.7% |
$3.3K - $3.59K
|
358
$192K
|
|