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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
375New |
$180K - $222K
|
375
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
367New |
$176K - $217K
|
367
$197K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
366New |
$176K - $216K
|
366
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
362New |
$174K - $214K
|
362
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
359+ 29.31% |
$172K - $212K
|
1.58K
$850K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
357New |
$171K - $211K
|
357
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
346+ 7.73% |
$166K - $204K
|
4.82K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
339+ 0.7% |
$163K - $200K
|
48.8K
$26.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
330+ 34.45% |
$158K - $195K
|
1.29K
$691K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
300+ 3.37% |
$144K - $177K
|
9.2K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
255+ 47.31% |
$122K - $151K
|
794
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
255+ 47.31% |
$122K - $151K
|
794
$426K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
250+ 352.11% |
$120K - $148K
|
321
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250+ 8.55% |
$120K - $148K
|
3.18K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 12.75% |
$114K - $140K
|
2.1K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
224+ 22400.0% |
$108K - $132K
|
225
$121K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
205+ 1.3% |
$98.4K - $121K
|
16K
$8.58M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
202+ 0.85% |
$96.9K - $119K
|
23.9K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 15.31% |
$96.5K - $119K
|
1.51K
$813K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
PUT |
200New |
$96K - $118K
|
200
$107K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 8.52% |
$96K - $118K
|
2.55K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 3.86% |
$88.8K - $109K
|
4.98K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
185New |
$88.8K - $109K
|
185
$99.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185+ 158.12% |
$88.8K - $109K
|
302
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
178New |
$85.4K - $105K
|
178
$95.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
157+ 2.25% |
$75.3K - $92.7K
|
7.12K
$3.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
149+ 6.27% |
$71.5K - $88K
|
2.53K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
140New |
$67.2K - $82.7K
|
140
$75.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
123New |
$59K - $72.7K
|
123
$66K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
119+ 4.55% |
$57.1K - $70.3K
|
2.73K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
117+ 57.64% |
$56.2K - $69.1K
|
320
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
115+ 14.69% |
$55.2K - $67.9K
|
898
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
115+ 2.69% |
$55.2K - $67.9K
|
4.4K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
114+ 27.08% |
$54.7K - $67.3K
|
535
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
114+ 2.43% |
$54.7K - $67.3K
|
4.81K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
111+ 0.96% |
$53.3K - $65.6K
|
11.7K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
110+ 1.63% |
$52.8K - $65K
|
6.87K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
110+ 1.56% |
$52.8K - $65K
|
7.17K
$3.85M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
109New |
$52.3K - $64.4K
|
109
$58.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$48K - $59.1K
|
100
$53.7K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
94+ 4.85% |
$45.1K - $55.5K
|
2.03K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
93New |
$44.6K - $54.9K
|
93
$49.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 28.43% |
$40.8K - $50.2K
|
384
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
78+ 0.26% |
$37.4K - $46.1K
|
30.3K
$16.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73+ 3.25% |
$35K - $43.1K
|
2.32K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
71+ 6.6% |
$34.1K - $41.9K
|
1.15K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
70+ 5.96% |
$33.6K - $41.4K
|
1.25K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$33.6K - $41.4K
|
70
$37.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
67+ 3.18% |
$32.2K - $39.6K
|
2.18K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
67+ 10.24% |
$32.2K - $39.6K
|
721
$387K
|
|