Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
594New |
$319K - $345K
|
594
$319K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
583New |
$313K - $338K
|
583
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
544+ 4.51% |
$292K - $316K
|
12.6K
$6.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
531New |
$285K - $308K
|
531
$285K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
516+ 6.23% |
$277K - $300K
|
8.8K
$4.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
500+ 5.67% |
$268K - $290K
|
9.32K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
487New |
$261K - $283K
|
487
$261K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
483New |
$259K - $280K
|
483
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
478+ 29.22% |
$257K - $277K
|
2.11K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
473+ 1.94% |
$254K - $275K
|
24.9K
$13.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
465New |
$250K - $270K
|
465
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
460+ 7.27% |
$247K - $267K
|
6.79K
$3.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
455New |
$244K - $264K
|
455
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
421New |
$226K - $244K
|
421
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
414+ 34.16% |
$222K - $240K
|
1.63K
$873K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
392New |
$210K - $228K
|
392
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
381+ 16.78% |
$205K - $221K
|
2.65K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
381+ 50.4% |
$205K - $221K
|
1.14K
$610K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
380+ 3.65% |
$204K - $221K
|
10.8K
$5.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
377New |
$202K - $219K
|
377
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
368+ 2.73% |
$198K - $214K
|
13.8K
$7.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
358New |
$192K - $208K
|
358
$192K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
357New |
$192K - $207K
|
357
$192K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
343+ 0.68% |
$184K - $199K
|
50.4K
$27.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
340+ 4.46% |
$183K - $197K
|
7.96K
$4.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
335+ 14.5% |
$180K - $194K
|
2.65K
$1.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
320+ 3.34% |
$172K - $186K
|
9.9K
$5.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
295+ 9.51% |
$158K - $171K
|
3.4K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
292+ 0.37% |
$157K - $169K
|
79.7K
$42.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
277+ 1.21% |
$149K - $161K
|
23.1K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
263+ 4.8% |
$141K - $153K
|
5.74K
$3.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
241+ 0.85% |
$129K - $140K
|
28.6K
$15.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
236+ 1.98% |
$127K - $137K
|
12.1K
$6.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
211+ 2.44% |
$113K - $122K
|
8.86K
$4.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
207+ 0.69% |
$111K - $120K
|
30.1K
$16.2M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
203+ 2.51% |
$109K - $118K
|
8.29K
$4.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
200New |
$107K - $116K
|
200
$107K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 0.45% |
$107K - $116K
|
44.2K
$23.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
198+ 2.96% |
$106K - $115K
|
6.88K
$3.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
182+ 13.47% |
$97.7K - $106K
|
1.53K
$823K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
180+ 4.7% |
$96.6K - $104K
|
4.01K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
179+ 15.3% |
$96.1K - $104K
|
1.35K
$724K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
173+ 6.57% |
$92.9K - $100K
|
2.81K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
169+ 21.69% |
$90.7K - $98.1K
|
948
$509K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
164+ 1.28% |
$88K - $95.2K
|
13K
$6.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
163+ 17.76% |
$87.5K - $94.6K
|
1.08K
$580K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
161+ 0.99% |
$86.4K - $93.5K
|
16.4K
$8.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
153+ 8.29% |
$82.1K - $88.8K
|
2K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
147+ 2.27% |
$78.9K - $85.3K
|
6.61K
$3.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
146+ 17.53% |
$78.4K - $84.7K
|
979
$526K
|
|