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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-19- 1.13% |
$10.5K - $11.4K
|
1.66K
$890K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.95K- 20.11% |
$3.82M - $4.16M
|
27.6K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-807- 1.62% |
$444K - $483K
|
49K
$26.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-55- 9.09% |
$30.3K - $32.9K
|
550
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
260+ 12.32% |
$143K - $156K
|
2.37K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.62% |
$2.2K - $2.4K
|
646
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.29K+ 3.65% |
$711K - $774K
|
36.7K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.04% |
$2.2K - $2.4K
|
10.8K
$5.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5- 0.28% |
$2.75K - $2.99K
|
1.79K
$959K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
73+ 6.21% |
$40.2K - $43.7K
|
1.25K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.14% |
$1.65K - $1.8K
|
2.18K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-219- 2.97% |
$120K - $131K
|
7.15K
$3.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.41K+ 5.78% |
$3.53M - $3.84M
|
117K
$63M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
SELL
|
- |
-1.39K- 8.55% |
$764K - $831K
|
14.8K
$7.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$550 - $599
|
906
$486K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-15.6K- 0.73% |
$8.6M - $9.36M
|
2.12M
$1.14B
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
604+ 3.55% |
$332K - $362K
|
17.6K
$9.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 5.44% |
$14.9K - $16.2K
|
523
$281K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
100+ 21.98% |
$55K - $59.9K
|
555
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-107- 1.63% |
$58.9K - $64.1K
|
6.47K
$3.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
17+ 0.69% |
$9.35K - $10.2K
|
2.47K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-203- 29.08% |
$112K - $122K
|
495
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-55- 7.0% |
$30.3K - $32.9K
|
731
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-322- 46.13% |
$177K - $193K
|
376
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
48+ 5.58% |
$26.4K - $28.8K
|
908
$487K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
11+ 2.12% |
$6.05K - $6.59K
|
529
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.64KNew |
$903K - $983K
|
1.64K
$882K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-60- 2.17% |
$33K - $35.9K
|
2.7K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-180- 13.79% |
$99K - $108K
|
1.13K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
179+ 26.13% |
$98.5K - $107K
|
864
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
22+ 0.71% |
$12.1K - $13.2K
|
3.13K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.58% |
$1.65K - $1.8K
|
187
$100K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 11.89% |
$45.7K - $49.7K
|
781
$419K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 1.7% |
$3.3K - $3.59K
|
358
$192K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 4.32% |
$41.3K - $44.9K
|
1.81K
$973K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
46+ 2.13% |
$25.3K - $27.6K
|
2.21K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
272+ 28.42% |
$150K - $163K
|
1.23K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
488+ 10.07% |
$268K - $292K
|
5.33K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
49+ 0.97% |
$27K - $29.3K
|
5.1K
$2.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
308+ 11.22% |
$169K - $184K
|
3.05K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
437+ 1.81% |
$240K - $262K
|
24.6K
$13.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.06K- 1.85% |
$581K - $633K
|
56.1K
$30.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
142+ 22.43% |
$78.1K - $85.1K
|
775
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
214New |
$118K - $128K
|
214
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10New |
$5.5K - $5.99K
|
10
$5.37K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1+ 0.23% |
$550 - $599
|
437
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-342- 14.71% |
$188K - $205K
|
1.98K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-23- 0.19% |
$12.7K - $13.8K
|
12.4K
$6.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
166+ 1.56% |
$91.3K - $99.4K
|
10.8K
$5.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
8+ 0.1% |
$4.4K - $4.79K
|
8.18K
$4.39M
|
|