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 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-13- 0.04% |
$6.98K - $7.55K
|
33.3K
$17.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
34+ 0.17% |
$18.3K - $19.7K
|
19.9K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-140- 12.77% |
$75.2K - $81.3K
|
956
$513K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-32- 2.04% |
$17.2K - $18.6K
|
1.54K
$824K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-42- 2.7% |
$22.5K - $24.4K
|
1.52K
$814K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
241+ 0.85% |
$129K - $140K
|
28.6K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.44% |
$3.76K - $4.06K
|
1.61K
$863K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
31+ 4.47% |
$16.6K - $18K
|
724
$389K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-5- 0.71% |
$2.68K - $2.9K
|
699
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-78- 0.36% |
$41.9K - $45.3K
|
21.8K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-20- 1.15% |
$10.7K - $11.6K
|
1.72K
$925K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-84- 6.84% |
$45.1K - $48.8K
|
1.14K
$614K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 0.65% |
$10.2K - $11K
|
2.94K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-220- 4.83% |
$118K - $128K
|
4.34K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-13- 0.44% |
$6.98K - $7.55K
|
2.94K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 1.04% |
$2.15K - $2.32K
|
382
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-204- 5.47% |
$110K - $118K
|
3.53K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 6.7% |
$646K - $699K
|
16.8K
$9.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 11.35% |
$543K - $587K
|
7.91K
$4.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-948- 18.25% |
$509K - $550K
|
4.25K
$2.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.09% |
$537 - $580
|
1.14K
$611K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-29- 1.71% |
$15.6K - $16.8K
|
1.67K
$894K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.39% |
$537 - $580
|
257
$138K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
42+ 8.92% |
$22.5K - $24.4K
|
513
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.99KNew |
$1.07M - $1.16M
|
1.99K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
7.54KNew |
$4.05M - $4.38M
|
7.54K
$4.05M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.71KNew |
$915K - $990K
|
1.71K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
652New |
$350K - $378K
|
652
$350K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$537 - $580
|
5.98K
$3.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-125- 9.1% |
$67.1K - $72.6K
|
1.25K
$671K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.78% |
$2.15K - $2.32K
|
518
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
23+ 5.24% |
$12.3K - $13.4K
|
462
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
16+ 0.44% |
$8.59K - $9.29K
|
3.63K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-290- 28.07% |
$156K - $168K
|
743
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8+ 2.04% |
$4.29K - $4.64K
|
400
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
16+ 3.69% |
$8.59K - $9.29K
|
450
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 5.71% |
$14K - $15.1K
|
481
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.67% |
$3.22K - $3.48K
|
907
$487K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
380+ 3.65% |
$204K - $221K
|
10.8K
$5.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-42- 1.45% |
$22.5K - $24.4K
|
2.85K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-56- 7.41% |
$30.1K - $32.5K
|
700
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 0.78% |
$14.5K - $15.7K
|
3.45K
$1.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-20- 3.42% |
$10.7K - $11.6K
|
564
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
48+ 9.49% |
$25.8K - $27.9K
|
554
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 3.26% |
$13.4K - $14.5K
|
741
$398K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
79+ 4.3% |
$42.4K - $45.9K
|
1.92K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-162- 1.79% |
$87K - $94K
|
8.9K
$4.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
719+ 2.66% |
$386K - $417K
|
27.7K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
55+ 4.51% |
$29.5K - $31.9K
|
1.27K
$684K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
89+ 5.06% |
$47.8K - $51.7K
|
1.85K
$993K
|
|