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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.83K- 9.63% |
$878K - $1.08M
|
17.2K
$9.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
24+ 1.64% |
$11.5K - $14.2K
|
1.49K
$800K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-142- 0.62% |
$68.1K - $83.9K
|
22.6K
$12.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-19- 2.5% |
$9.12K - $11.2K
|
741
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-51- 12.17% |
$24.5K - $30.1K
|
368
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$1.21M - $1.49M
|
2.52K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-26- 5.24% |
$12.5K - $15.4K
|
470
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-168- 24.96% |
$80.6K - $99.2K
|
505
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 8.52% |
$96K - $118K
|
2.55K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.75% |
$6.24K - $7.68K
|
1.74K
$935K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
705New |
$338K - $416K
|
705
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
2.4KNew |
$1.15M - $1.42M
|
2.4K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-30- 17.14% |
$14.4K - $17.7K
|
145
$77.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5- 1.01% |
$2.4K - $2.95K
|
488
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-68- 15.32% |
$32.6K - $40.2K
|
376
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
16+ 3.55% |
$7.68K - $9.45K
|
467
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
150+ 14.71% |
$72K - $88.6K
|
1.17K
$628K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-23- 2.96% |
$11K - $13.6K
|
755
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-101- 14.23% |
$48.5K - $59.7K
|
609
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
409+ 5.1% |
$196K - $242K
|
8.43K
$4.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
641New |
$308K - $379K
|
641
$344K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
149+ 6.27% |
$71.5K - $88K
|
2.53K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-61- 4.74% |
$29.3K - $36K
|
1.23K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12+ 2.97% |
$5.76K - $7.09K
|
416
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
375New |
$180K - $222K
|
375
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37K- 77.86% |
$17.8M - $21.9M
|
10.5K
$5.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
BUY
|
- |
40K+ 7.21% |
$19.2M - $23.6M
|
595K
$319M
|
|
|
Jul 24, 2025
Q2 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
7.58K+ 106.39% |
$3.64M - $4.48M
|
14.7K
$7.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.21% |
$480 - $591
|
467
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-50- 6.38% |
$24K - $29.5K
|
734
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.15% |
$4.32K - $5.32K
|
6.04K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-14- 2.07% |
$6.72K - $8.27K
|
661
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-461- 6.03% |
$221K - $272K
|
7.18K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3New |
$1.44K - $1.77K
|
3
$1.61K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.24% |
$24K - $29.5K
|
2.28K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
420+ 113.82% |
$202K - $248K
|
789
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-34- 5.77% |
$16.3K - $20.1K
|
555
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-144- 13.13% |
$69.1K - $85.1K
|
953
$512K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-17- 4.46% |
$8.16K - $10K
|
364
$195K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 6.54% |
$3.36K - $4.14K
|
100
$53.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 22.61% |
$12.5K - $15.4K
|
141
$75.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-38- 7.68% |
$18.2K - $22.4K
|
457
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-9- 2.07% |
$4.32K - $5.32K
|
425
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1K- 40.1% |
$480K - $591K
|
1.5K
$803K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18- 2.2% |
$8.64K - $10.6K
|
802
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-382- 8.84% |
$183K - $226K
|
3.94K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
300+ 3.37% |
$144K - $177K
|
9.2K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1+ 0.05% |
$480 - $591
|
1.93K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
330+ 34.45% |
$158K - $195K
|
1.29K
$691K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-32- 3.5% |
$15.4K - $18.9K
|
882
$474K
|
|