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 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
103+ 4.37% |
$56.7K - $61.7K
|
2.46K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
311+ 18.24% |
$171K - $186K
|
2.02K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.85% |
$25.3K - $27.6K
|
5.44K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
881+ 2.6% |
$485K - $528K
|
34.8K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.4K- 2.55% |
$1.32M - $1.44M
|
91.7K
$49.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.18% |
$550 - $599
|
561
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
85+ 3.64% |
$46.8K - $50.9K
|
2.42K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 1.24% |
$4.95K - $5.39K
|
733
$394K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 21.3% |
$12.7K - $13.8K
|
85
$45.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-21.5K- 1.34% |
$11.8M - $12.9M
|
1.59M
$851M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 0.2% |
$3.3K - $3.59K
|
3.05K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
13+ 0.3% |
$7.15K - $7.79K
|
4.34K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.11K+ 43.94% |
$2.26M - $2.46M
|
13.5K
$7.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-22.3K- 23.45% |
$12.3M - $13.4M
|
72.9K
$39.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-174- 5.92% |
$95.7K - $104K
|
2.77K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
22+ 5.45% |
$12.1K - $13.2K
|
426
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 1.04% |
$4.4K - $4.79K
|
775
$416K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
69+ 0.72% |
$38K - $41.3K
|
9.61K
$5.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
100+ 24.81% |
$55K - $59.9K
|
503
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10+ 0.65% |
$5.5K - $5.99K
|
1.56K
$836K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
47+ 3.81% |
$25.9K - $28.2K
|
1.28K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-51- 0.26% |
$28.1K - $30.5K
|
19.7K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
9+ 25.71% |
$4.95K - $5.39K
|
44
$23.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-80- 10.42% |
$44K - $47.9K
|
688
$369K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
33+ 8.42% |
$18.2K - $19.8K
|
425
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-50- 1.14% |
$27.5K - $29.9K
|
4.34K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67+ 9.01% |
$36.9K - $40.1K
|
811
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
250+ 8.05% |
$138K - $150K
|
3.35K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
494+ 2.59% |
$272K - $296K
|
19.6K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-2- 0.13% |
$1.1K - $1.2K
|
1.56K
$839K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16.5K+ 1670.76% |
$9.05M - $9.86M
|
17.4K
$9.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.73K- 3.06% |
$1.5M - $1.63M
|
86.2K
$46.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.61% |
$3.3K - $3.59K
|
378
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-70- 9.32% |
$38.5K - $41.9K
|
681
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
64+ 4.26% |
$35.2K - $38.3K
|
1.57K
$840K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-57- 8.85% |
$31.4K - $34.1K
|
587
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-815- 13.89% |
$448K - $488K
|
5.05K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
17+ 1.44% |
$9.35K - $10.2K
|
1.2K
$642K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.28% |
$3.3K - $3.59K
|
2.16K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-322- 0.81% |
$177K - $193K
|
39.6K
$21.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-23- 3.36% |
$12.7K - $13.8K
|
662
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-10- 0.16% |
$5.5K - $5.99K
|
6.13K
$3.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-21- 5.25% |
$11.6K - $12.6K
|
379
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-46- 3.56% |
$25.3K - $27.6K
|
1.25K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.09K- 85.28% |
$2.8M - $3.05M
|
879
$472K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.02% |
$550 - $599
|
4.72K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-37- 2.63% |
$20.4K - $22.2K
|
1.37K
$737K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.19% |
$1.1K - $1.2K
|
1.03K
$553K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15- 0.14% |
$8.25K - $8.98K
|
10.9K
$5.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
21New |
$11.6K - $12.6K
|
21
$11.3K
|
|