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 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
35+ 1.7% |
$19.3K - $21K
|
2.09K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-700- 25.93% |
$385K - $419K
|
2K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
60+ 1.23% |
$33K - $35.9K
|
4.94K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
380+ 10.69% |
$209K - $228K
|
3.93K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 30.08% |
$22K - $24K
|
93
$49.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.05K- 8.17% |
$577K - $628K
|
11.8K
$6.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
74+ 10.9% |
$40.7K - $44.3K
|
753
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
286+ 1.28% |
$157K - $171K
|
22.7K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 4.52% |
$5.5K - $5.99K
|
211
$113K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.18% |
$550 - $599
|
570
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12K+ 2.65% |
$6.6M - $7.18M
|
465K
$249M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
775+ 17.33% |
$426K - $464K
|
5.25K
$2.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-274- 3.14% |
$151K - $164K
|
8.45K
$4.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19+ 0.35% |
$10.5K - $11.4K
|
5.51K
$2.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-10- 0.99% |
$5.5K - $5.99K
|
1.01K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-93- 1.33% |
$51.2K - $55.7K
|
6.9K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 2.54% |
$11.6K - $12.6K
|
806
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
22+ 0.47% |
$12.1K - $13.2K
|
4.75K
$2.55M
|
|
|
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 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-26- 0.29% |
$14.3K - $15.6K
|
8.91K
$4.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
SELL
|
- |
-4.89M- 6.5% |
$2.69B - $2.93B
|
70.3M
$37.7B
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
122+ 33.06% |
$67.1K - $73.1K
|
491
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 1.79% |
$8.8K - $9.58K
|
908
$487K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.44% |
$4.4K - $4.79K
|
1.81K
$973K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
171+ 1.73% |
$94.1K - $102K
|
10.1K
$5.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.81KNew |
$1.55M - $1.68M
|
2.81K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-8- 1.02% |
$4.4K - $4.79K
|
773
$415K
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.44K- 3.15% |
$791K - $861K
|
44.3K
$23.8M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
223+ 2.83% |
$123K - $134K
|
8.09K
$4.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
184+ 11.11% |
$101K - $110K
|
1.84K
$988K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
188+ 1.63% |
$103K - $113K
|
11.7K
$6.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-206- 31.6% |
$113K - $123K
|
446
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-81- 2.16% |
$44.6K - $48.5K
|
3.67K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3+ 0.42% |
$1.65K - $1.8K
|
723
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
86+ 19.91% |
$47.3K - $51.5K
|
518
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 0.94% |
$550K - $599K
|
108K
$57.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-239- 0.34% |
$131K - $143K
|
69.9K
$37.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
679+ 6.36% |
$374K - $407K
|
11.4K
$6.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-254- 40.71% |
$140K - $152K
|
370
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
754New |
$415K - $452K
|
754
$405K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-182- 15.35% |
$100K - $109K
|
1K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
434+ 2.67% |
$239K - $260K
|
16.7K
$8.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
3.36KNew |
$1.85M - $2.01M
|
3.36K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
119+ 2.38% |
$65.5K - $71.3K
|
5.13K
$2.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
26+ 0.16% |
$14.3K - $15.6K
|
16K
$8.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-18- 0.21% |
$9.9K - $10.8K
|
8.59K
$4.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13New |
$7.15K - $7.79K
|
13
$6.98K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 1.1% |
$2.2K - $2.4K
|
369
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 2.42% |
$573K - $624K
|
44K
$23.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-309- 14.09% |
$170K - $185K
|
1.88K
$1.01M
|
|