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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.4K+ 5.59% |
$1.83M - $1.97M
|
64.2K
$34.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-132- 1.68% |
$70.9K - $76.6K
|
7.72K
$4.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.55K+ 3.13% |
$3.52M - $3.8M
|
216K
$116M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-155- 1.87% |
$83.2K - $90K
|
8.15K
$4.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-487- 2.84% |
$261K - $283K
|
16.7K
$8.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
76+ 12.62% |
$40.8K - $44.1K
|
678
$364K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-124- 15.31% |
$66.6K - $72K
|
686
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-55- 11.43% |
$29.5K - $31.9K
|
426
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
473+ 1.94% |
$254K - $275K
|
24.9K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26- 0.13% |
$14K - $15.1K
|
19.4K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
99+ 1.11% |
$53.1K - $57.5K
|
9.04K
$4.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4- 0.59% |
$2.15K - $2.32K
|
671
$360K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.45% |
$1.07K - $1.16K
|
443
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
115+ 15.25% |
$61.7K - $66.8K
|
869
$467K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
SELL
|
- |
-155- 11.79% |
$83.2K - $90K
|
1.16K
$623K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-15- 1.88% |
$8.05K - $8.71K
|
783
$420K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
85+ 5.58% |
$45.6K - $49.3K
|
1.61K
$864K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-49- 1.4% |
$26.3K - $28.4K
|
3.45K
$1.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-170- 21.77% |
$91.3K - $98.7K
|
611
$328K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
478+ 29.22% |
$257K - $277K
|
2.11K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.26K- 60.46% |
$1.21M - $1.31M
|
1.48K
$792K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-219- 8.94% |
$118K - $127K
|
2.23K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.13% |
$1.07K - $1.16K
|
1.55K
$833K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.79K- 6.31% |
$3.65M - $3.94M
|
101K
$54.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-4- 1.03% |
$2.15K - $2.32K
|
384
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 2.33% |
$48.3K - $52.2K
|
3.95K
$2.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
358New |
$192K - $208K
|
358
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-86- 7.52% |
$46.2K - $49.9K
|
1.06K
$567K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 5.68% |
$31.1K - $33.7K
|
964
$518K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1- 0.19% |
$537 - $580
|
517
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.95K+ 0.64% |
$1.05M - $1.13M
|
305K
$163M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
102+ 4.02% |
$54.8K - $59.2K
|
2.64K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
207+ 0.69% |
$111K - $120K
|
30.1K
$16.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.94K- 46.62% |
$1.04M - $1.13M
|
2.23K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.57K- 27.84% |
$1.38M - $1.49M
|
6.65K
$3.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2- 0.42% |
$1.07K - $1.16K
|
469
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-43- 3.91% |
$23.1K - $25K
|
1.06K
$567K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
21+ 2.83% |
$11.3K - $12.2K
|
764
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-470- 0.47% |
$252K - $273K
|
99.6K
$53.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-62- 3.69% |
$33.3K - $36K
|
1.62K
$869K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.09% |
$2.68K - $2.9K
|
465
$250K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-283- 4.25% |
$152K - $164K
|
6.37K
$3.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48+ 11.29% |
$25.8K - $27.9K
|
473
$254K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
51+ 2.07% |
$27.4K - $29.6K
|
2.51K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-268- 13.99% |
$144K - $156K
|
1.65K
$885K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-265- 5.54% |
$142K - $154K
|
4.52K
$2.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
180+ 4.7% |
$96.6K - $104K
|
4.01K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
604+ 3.78% |
$324K - $351K
|
16.6K
$8.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-61- 3.69% |
$32.7K - $35.4K
|
1.59K
$854K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-565- 58.13% |
$303K - $328K
|
407
$218K
|
|