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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.47KNew |
$1.21M - $1.32M
|
2.47K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
11+ 0.77% |
$5.4K - $5.9K
|
1.44K
$771K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 0.2% |
$17.2K - $18.8K
|
17.4K
$9.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2K+ 333.33% |
$983K - $1.07M
|
2.6K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.3% |
$491 - $536
|
336
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-61- 7.32% |
$30K - $32.7K
|
772
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
84+ 0.75% |
$41.3K - $45K
|
11.3K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 57.89% |
$16.2K - $17.7K
|
90
$48.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.09% |
$25.5K - $27.9K
|
58K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.41K+ 15.78% |
$3.15M - $3.44M
|
47K
$25.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25+ 21.01% |
$12.3K - $13.4K
|
144
$77.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6+ 150.0% |
$2.95K - $3.22K
|
10
$5.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
186+ 5.77% |
$91.4K - $99.7K
|
3.41K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
106+ 2.57% |
$52.1K - $56.8K
|
4.23K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27.9K+ 4.91% |
$13.7M - $14.9M
|
595K
$319M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
150+ 1.15% |
$73.7K - $80.4K
|
13.2K
$7.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
730+ 94.44% |
$359K - $391K
|
1.5K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.66KNew |
$1.8M - $1.96M
|
3.66K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
759New |
$373K - $407K
|
759
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.95K+ 5.17% |
$2.43M - $2.65M
|
101K
$54M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-669- 20.56% |
$329K - $359K
|
2.59K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
393New |
$193K - $211K
|
393
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-13K- 1.36% |
$6.38M - $6.96M
|
942K
$505M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-157- 2.8% |
$77.1K - $84.2K
|
5.46K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.84KNew |
$1.89M - $2.06M
|
3.84K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
153+ 2.79% |
$75.2K - $82K
|
5.64K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-148- 27.06% |
$72.7K - $79.4K
|
399
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6+ 0.69% |
$2.95K - $3.22K
|
880
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.29K+ 0.76% |
$631K - $689K
|
170K
$91.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-267- 16.59% |
$131K - $143K
|
1.34K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
17+ 0.33% |
$8.35K - $9.11K
|
5.19K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-241- 15.97% |
$118K - $129K
|
1.27K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$657K - $717K
|
1.34K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
367New |
$180K - $197K
|
367
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4+ 0.88% |
$1.97K - $2.14K
|
458
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
449+ 3.37% |
$221K - $241K
|
13.8K
$7.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-108- 1.13% |
$53.1K - $57.9K
|
9.46K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
55+ 4.04% |
$27K - $29.5K
|
1.42K
$760K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
155K+ 27.56% |
$76.2M - $83.2M
|
718K
$385M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.83K- 8.92% |
$3.85M - $4.2M
|
80K
$42.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
521New |
$256K - $279K
|
521
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.73KNew |
$1.34M - $1.47M
|
2.73K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 5.48% |
$13.8K - $15K
|
539
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
81+ 0.49% |
$39.8K - $43.4K
|
16.8K
$8.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-64- 5.19% |
$31.4K - $34.3K
|
1.17K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-170- 1.23% |
$83.5K - $91.1K
|
13.7K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Mirova Us LLC
|
SELL
|
- |
-33.4K- 2.79% |
$16.4M - $17.9M
|
1.16M
$624M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-934- 2.97% |
$459K - $501K
|
30.5K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.2K+ 1.0% |
$589K - $642K
|
121K
$65M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
175+ 5.15% |
$86K - $93.8K
|
3.58K
$1.92M
|