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 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22- 1.16% |
$12.1K - $13.2K
|
1.87K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-837K- 89.61% |
$461M - $501M
|
97K
$52.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-142- 11.53% |
$78.1K - $85.1K
|
1.09K
$585K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
330+ 15.01% |
$182K - $198K
|
2.53K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 20.0% |
$550 - $599
|
6
$3.22K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-271- 1.78% |
$149K - $162K
|
15K
$8.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-33- 5.08% |
$18.2K - $19.8K
|
616
$331K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.3% |
$2.2K - $2.4K
|
1.32K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
214+ 10.36% |
$118K - $128K
|
2.28K
$1.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.78K- 88.83% |
$2.08M - $2.27M
|
476
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
13+ 1.36% |
$7.15K - $7.79K
|
970
$521K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
275New |
$151K - $165K
|
275
$148K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.65KNew |
$2.01M - $2.19M
|
3.65K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.1K- 36.58% |
$603K - $656K
|
1.9K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10+ 1.98% |
$5.5K - $5.99K
|
515
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 80.93% |
$773K - $842K
|
3.14K
$1.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 2.03% |
$7.7K - $8.39K
|
677
$363K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-56- 2.98% |
$30.8K - $33.5K
|
1.83K
$980K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
86+ 9.57% |
$47.3K - $51.5K
|
985
$529K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-216- 4.92% |
$119K - $129K
|
4.17K
$2.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-5- 0.06% |
$2.75K - $2.99K
|
8.3K
$4.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-137- 1.14% |
$75.4K - $82.1K
|
11.9K
$6.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
222+ 4.46% |
$122K - $133K
|
5.2K
$2.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.31K- 4.48% |
$1.27M - $1.38M
|
49.3K
$26.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
36+ 0.84% |
$19.8K - $21.6K
|
4.33K
$2.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-23- 0.92% |
$12.7K - $13.8K
|
2.46K
$1.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
92+ 2.53% |
$50.6K - $55.1K
|
3.72K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-209- 3.19% |
$115K - $125K
|
6.35K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-16- 2.42% |
$8.8K - $9.58K
|
644
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
468+ 8.55% |
$257K - $280K
|
5.94K
$3.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17+ 0.7% |
$9.35K - $10.2K
|
2.45K
$1.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
41+ 2.48% |
$22.6K - $24.6K
|
1.7K
$910K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-46- 3.74% |
$25.3K - $27.6K
|
1.18K
$636K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
321+ 13.88% |
$177K - $192K
|
2.63K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-125- 1.58% |
$68.8K - $74.9K
|
7.79K
$4.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
310+ 1.02% |
$171K - $186K
|
30.8K
$16.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
41+ 50.62% |
$22.6K - $24.6K
|
122
$65.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 12.8% |
$557K - $606K
|
8.92K
$4.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-87- 2.54% |
$47.9K - $52.1K
|
3.34K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.58% |
$1.65K - $1.8K
|
518
$278K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
100+ 1.1% |
$55K - $59.9K
|
9.22K
$4.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-82- 13.78% |
$45.1K - $49.1K
|
513
$275K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
387+ 1.31% |
$213K - $232K
|
29.9K
$16M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.39K+ 307.62% |
$1.87M - $2.03M
|
4.5K
$2.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
108+ 3.18% |
$59.4K - $64.7K
|
3.5K
$1.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
103+ 27.99% |
$56.7K - $61.7K
|
471
$253K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 15.98% |
$36.3K - $39.5K
|
479
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-64- 15.69% |
$35.2K - $38.3K
|
344
$185K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.83% |
$8.25K - $8.98K
|
1.8K
$966K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 38.68% |
$1.31M - $1.43M
|
8.54K
$4.58M
|
|