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 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$48K - $59.1K
|
100
$53.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$6.72K - $8.27K
|
14
$7.52K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-32- 1.85% |
$15.4K - $18.9K
|
1.7K
$912K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
412New |
$198K - $243K
|
412
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.45K+ 45.17% |
$1.18M - $1.45M
|
7.87K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-10- 2.02% |
$4.8K - $5.91K
|
486
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 291.3% |
$32.2K - $39.6K
|
90
$48.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2- 0.33% |
$960 - $1.18K
|
600
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1+ 0.27% |
$480 - $591
|
371
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-18- 4.28% |
$8.64K - $10.6K
|
403
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-515- 57.93% |
$247K - $304K
|
374
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.3K- 3.09% |
$625K - $770K
|
40.9K
$22M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-158- 1.14% |
$75.8K - $93.3K
|
13.7K
$7.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
205+ 1.3% |
$98.4K - $121K
|
16K
$8.58M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5- 0.19% |
$2.4K - $2.95K
|
2.59K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-120- 4.92% |
$57.6K - $70.9K
|
2.32K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-25- 2.57% |
$12K - $14.8K
|
947
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 0.98% |
$3.36K - $4.14K
|
719
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55- 1.66% |
$26.4K - $32.5K
|
3.27K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5- 3.52% |
$2.4K - $2.95K
|
137
$73.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.26KNew |
$1.08M - $1.33M
|
2.26K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 1.32% |
$4.8K - $5.91K
|
769
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85+ 28.43% |
$40.8K - $50.2K
|
384
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
115+ 2.69% |
$55.2K - $67.9K
|
4.4K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
788+ 157.29% |
$378K - $466K
|
1.29K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.24% |
$24K - $29.5K
|
20.9K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
365New |
$175K - $216K
|
365
$196K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-504- 16.75% |
$242K - $298K
|
2.51K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
46New |
$22.1K - $27.2K
|
46
$24.7K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-710- 45.63% |
$341K - $419K
|
846
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
7New |
$3.36K - $4.14K
|
7
$3.76K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
20.3MNew |
$9.75B - $12B
|
20.3M
$10.9B
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
20+ 4.35% |
$9.6K - $11.8K
|
480
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-8- 0.67% |
$3.84K - $4.73K
|
1.19K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
157+ 2.25% |
$75.3K - $92.7K
|
7.12K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
412New |
$198K - $243K
|
412
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.23K- 70.9% |
$592K - $728K
|
506
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
53+ 12.62% |
$25.4K - $31.3K
|
473
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-87- 79.82% |
$41.8K - $51.4K
|
22
$11.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75- 4.37% |
$36K - $44.3K
|
1.64K
$882K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 21.15% |
$372K - $458K
|
2.89K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-5- 0.77% |
$2.4K - $2.95K
|
642
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.44K - $1.77K
|
1.36K
$732K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
366New |
$176K - $216K
|
366
$196K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 10.26% |
$48K - $59.1K
|
875
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
5KNew |
$2.4M - $2.95M
|
5K
$2.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-33.6K- 33.3% |
$16.1M - $19.8M
|
67.3K
$36.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12+ 3.05% |
$5.76K - $7.09K
|
405
$217K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 2.14% |
$1.44K - $1.77K
|
137
$73.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.12% |
$480 - $591
|
822
$441K
|
|