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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 0.24% |
$854K - $932K
|
709K
$400M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
165+ 31.49% |
$81.1K - $88.5K
|
689
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-14- 0.85% |
$6.88K - $7.51K
|
1.63K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 0.51% |
$29.5K - $32.2K
|
11.7K
$6.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-29- 18.95% |
$14.2K - $15.5K
|
124
$69.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-225- 5.73% |
$111K - $121K
|
3.7K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.3% |
$36.8K - $40.2K
|
1.67K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
175+ 0.63% |
$86K - $93.8K
|
28.1K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
132+ 14.93% |
$64.9K - $70.8K
|
1.02K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
107+ 12.6% |
$52.6K - $57.4K
|
956
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45- 0.49% |
$22.1K - $24.1K
|
9.19K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4- 0.54% |
$1.97K - $2.14K
|
732
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
526+ 6.37% |
$258K - $282K
|
8.78K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$25.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.37K+ 8.4% |
$3.13M - $3.42M
|
82.2K
$46.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
31+ 0.2% |
$15.2K - $16.6K
|
15.4K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-793- 16.54% |
$390K - $425K
|
4K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
526+ 7.92% |
$258K - $282K
|
7.17K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
73+ 0.54% |
$35.9K - $39.1K
|
13.5K
$7.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.8K- 23.06% |
$4.32M - $4.72M
|
29.4K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.5K+ 123.98% |
$1.72M - $1.88M
|
6.32K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-60- 0.99% |
$29.5K - $32.2K
|
6.03K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
65+ 1.65% |
$31.9K - $34.8K
|
4K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
356+ 2.27% |
$175K - $191K
|
16K
$9.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
53+ 4.42% |
$26K - $28.4K
|
1.25K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-615- 53.25% |
$302K - $330K
|
540
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41- 7.33% |
$20.1K - $22K
|
518
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
1.03K
$582K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
94+ 0.81% |
$46.2K - $50.4K
|
11.7K
$6.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.68KNew |
$1.32M - $1.44M
|
2.68K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
385New |
$189K - $206K
|
385
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
33+ 1.15% |
$16.2K - $17.7K
|
2.9K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 3.89% |
$8.84K - $9.65K
|
481
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
91+ 15.64% |
$44.7K - $48.8K
|
673
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
878+ 21.66% |
$431K - $471K
|
4.93K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 1.26% |
$15.7K - $17.2K
|
2.56K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.18K- 44.73% |
$1.56M - $1.71M
|
3.93K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
3.79KNew |
$1.86M - $2.03M
|
3.79K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-6.5K- 13.01% |
$3.19M - $3.48M
|
43.5K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-45- 5.01% |
$22.1K - $24.1K
|
853
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-50- 6.26% |
$24.6K - $26.8K
|
749
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.69% |
$12.3K - $13.4K
|
955
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 5.99% |
$73.7K - $80.4K
|
2.35K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
323+ 5.25% |
$159K - $173K
|
6.47K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3- 0.17% |
$1.47K - $1.61K
|
1.73K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-486- 6.76% |
$239K - $261K
|
6.71K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$822K - $898K
|
1.67K
$944K
|