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
|
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 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
|
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
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-82- 13.78% |
$45.1K - $49.1K
|
513
$275K
|
|
|
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
|
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
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
145+ 13.02% |
$79.8K - $86.8K
|
1.26K
$676K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
413+ 1.37% |
$227K - $247K
|
30.5K
$16.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16- 0.42% |
$8.8K - $9.58K
|
3.75K
$2.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.58K- 11.79% |
$869K - $946K
|
11.8K
$6.34M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 4.71% |
$4.4K - $4.79K
|
178
$95.6K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-48- 7.69% |
$26.4K - $28.8K
|
576
$309K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
SELL
|
- |
-36.2K- 12.03% |
$17.4M - $21.4M
|
264K
$142M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-4.89K- 1.16% |
$2.35M - $2.89M
|
418K
$224M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-782- 5.45% |
$375K - $462K
|
13.6K
$7.28M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-949Closed |
$455K - $561K
|
0
$0
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
202+ 0.85% |
$96.9K - $119K
|
23.9K
$12.8M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
38+ 8.23% |
$18.2K - $22.4K
|
500
$268K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 2.18% |
$53.3M - $65.6M
|
4.98M
$2.68B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-38K- 44.71% |
$18.2M - $22.4M
|
47K
$25.2M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-429- 4.38% |
$206K - $253K
|
9.37K
$5.03M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.36K- 17.44% |
$1.13M - $1.4M
|
11.2K
$6.01M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
47+ 6.74% |
$22.6K - $27.8K
|
744
$399K
|
|
|
Nov 12, 2025
Q2 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-157- 10.71% |
$75.3K - $92.7K
|
1.31K
$703K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
94+ 4.85% |
$45.1K - $55.5K
|
2.03K
$1.09M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.31K+ 550.63% |
$626K - $771K
|
1.54K
$828K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.51K+ 1.05% |
$1.2M - $1.48M
|
241K
$129M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
33+ 27.73% |
$15.8K - $19.5K
|
152
$81.6K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-27.4K- 26.53% |
$13.2M - $16.2M
|
75.9K
$40.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
123New |
$59K - $72.7K
|
123
$66K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.62K- 95.43% |
$1.73M - $2.14M
|
173
$92.9K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-184- 24.86% |
$88.3K - $109K
|
556
$298K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-10- 1.86% |
$4.8K - $5.91K
|
528
$283K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
643New |
$309K - $380K
|
643
$345K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
109New |
$52.3K - $64.4K
|
109
$58.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
7.25K+ 170.59% |
$3.48M - $4.28M
|
11.5K
$6.17M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-91- 0.13% |
$43.7K - $53.8K
|
71.7K
$38.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
119+ 4.55% |
$57.1K - $70.3K
|
2.73K
$1.47M
|
|