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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.95% |
$12.8K - $13.9K
|
2.76K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12+ 2.23% |
$5.9K - $6.43K
|
551
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
81+ 0.2% |
$39.8K - $43.4K
|
39.9K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-48- 3.33% |
$23.6K - $25.7K
|
1.39K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 1.39% |
$3.44K - $3.75K
|
511
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.42% |
$7.86K - $8.58K
|
1.14K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.06K+ 59.37% |
$1.5M - $1.64M
|
8.2K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
394New |
$194K - $211K
|
394
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-37- 1.58% |
$18.2K - $19.8K
|
2.3K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7+ 0.87% |
$3.44K - $3.75K
|
808
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
79+ 5.89% |
$38.8K - $42.4K
|
1.42K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 2.36% |
$61.9K - $67.6K
|
5.47K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-19- 0.69% |
$9.33K - $10.2K
|
2.72K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.05K+ 6.01% |
$1M - $1.1M
|
36.1K
$19.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 5.97% |
$19.2K - $20.9K
|
692
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9+ 0.41% |
$4.42K - $4.83K
|
2.19K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
349+ 10.35% |
$171K - $187K
|
3.72K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-156- 1.08% |
$76.6K - $83.6K
|
14.4K
$7.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.08K+ 81.16% |
$1.02M - $1.11M
|
4.64K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
239+ 17.13% |
$117K - $128K
|
1.63K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
928+ 1.93% |
$456K - $498K
|
49.1K
$26.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
408New |
$200K - $219K
|
408
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-34- 1.79% |
$16.7K - $18.2K
|
1.86K
$993K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.63K- 25.56% |
$1.29M - $1.41M
|
7.67K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
665+ 92.88% |
$327K - $357K
|
1.38K
$737K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-441- 5.84% |
$217K - $236K
|
7.11K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.07% |
$983 - $1.07K
|
2.83K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 1.47% |
$39.3K - $42.9K
|
5.35K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$6.19M - $6.75M
|
12.6K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.82KNew |
$893K - $974K
|
1.82K
$969K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36+ 3.95% |
$17.7K - $19.3K
|
948
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-182- 2.55% |
$89.4K - $97.6K
|
6.95K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
258+ 0.42% |
$127K - $138K
|
61.4K
$32.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-21.2K- 7.58% |
$10.4M - $11.4M
|
259K
$138M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.69% |
$704K - $768K
|
20.1K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.7KNew |
$835K - $911K
|
1.7K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-68- 2.24% |
$33.4K - $36.5K
|
2.97K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-435K- 69.1% |
$214M - $233M
|
194K
$104M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.2K+ 10.84% |
$2.55M - $2.79M
|
53.1K
$28.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
187+ 11.97% |
$91.9K - $100K
|
1.75K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 15.13% |
$690K - $753K
|
10.7K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
676+ 30.52% |
$332K - $362K
|
2.89K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-37- 0.52% |
$18.2K - $19.8K
|
7.1K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.81KNew |
$890K - $972K
|
1.81K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.19% |
$1.47K - $1.61K
|
1.59K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-972- 6.95% |
$478K - $521K
|
13K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-18- 1.11% |
$8.84K - $9.65K
|
1.6K
$855K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 3.99% |
$7.37K - $8.04K
|
361
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-158- 13.05% |
$77.6K - $84.7K
|
1.05K
$562K
|