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 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.1K+ 7.42% |
$541K - $590K
|
15.9K
$8.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
352+ 18.3% |
$173K - $189K
|
2.28K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.16% |
$491 - $536
|
608
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 201.57% |
$568K - $620K
|
1.73K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 1.98% |
$4.91K - $5.36K
|
516
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-39- 0.7% |
$19.2K - $20.9K
|
5.51K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-12- 2.63% |
$5.9K - $6.43K
|
444
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.6K- 3.25% |
$5.68M - $6.2M
|
344K
$184M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6- 0.31% |
$2.95K - $3.22K
|
1.9K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-548- 6.05% |
$269K - $294K
|
8.52K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 2.93% |
$20.1K - $22K
|
1.44K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
355+ 6.25% |
$174K - $190K
|
6.03K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
19.8K+ 4.81% |
$9.73M - $10.6M
|
431K
$230M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
624+ 1.66% |
$307K - $335K
|
38.2K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 6.87% |
$15.2K - $16.6K
|
482
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
164KNew |
$80.8M - $88.2M
|
164K
$87.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.89K+ 35.82% |
$1.91M - $2.08M
|
14.7K
$7.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 0.33% |
$14.2K - $15.5K
|
8.8K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 42.98% |
$2.16M - $2.35M
|
5.82K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
276+ 36.13% |
$136K - $148K
|
1.04K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 5.82% |
$49.1K - $53.6K
|
1.62K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-17.7K- 20.31% |
$8.68M - $9.47M
|
69.3K
$37M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-177- 3.09% |
$87K - $94.9K
|
5.56K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-148- 2.86% |
$72.7K - $79.4K
|
5.03K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-1.04K- 20.62% |
$511K - $558K
|
4K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-552- 3.94% |
$271K - $296K
|
13.4K
$7.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.06K- 99.91% |
$3.96M - $4.32M
|
7
$3.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
383New |
$188K - $205K
|
383
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
448+ 11.96% |
$220K - $240K
|
4.19K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 3.46% |
$28.5K - $31.1K
|
1.74K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 2.75% |
$1.47K - $1.61K
|
106
$56.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.17K+ 20.34% |
$2.54M - $2.77M
|
30.6K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
988+ 55.01% |
$485K - $530K
|
2.78K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 7.72% |
$31.4K - $34.3K
|
765
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
159+ 10.41% |
$78.1K - $85.2K
|
1.69K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.9KNew |
$10.8M - $11.7M
|
21.9K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.16% |
$1.97K - $2.14K
|
2.43K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
34+ 6.07% |
$16.7K - $18.2K
|
594
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-643- 15.74% |
$316K - $345K
|
3.44K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
141+ 3.4% |
$69.3K - $75.6K
|
4.29K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-441- 27.41% |
$217K - $236K
|
1.17K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 2.55% |
$12.3K - $13.4K
|
1K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.09K- 7.11% |
$537K - $587K
|
14.3K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12- 2.17% |
$5.9K - $6.43K
|
540
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.22K+ 27.16% |
$598K - $653K
|
5.7K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.15% |
$983 - $1.07K
|
1.32K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
356+ 8.25% |
$175K - $191K
|
4.67K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-25- 3.94% |
$12.3K - $13.4K
|
610
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-99- 9.05% |
$48.6K - $53.1K
|
995
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-36- 7.95% |
$17.7K - $19.3K
|
417
$222K
|