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 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4- 0.44% |
$1.97K - $2.14K
|
913
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
253+ 28.82% |
$124K - $136K
|
1.13K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.83K- 1.94% |
$1.39M - $1.52M
|
143K
$76.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10+ 2.16% |
$4.91K - $5.36K
|
474
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 11.45% |
$677K - $738K
|
10.6K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-266- 9.07% |
$131K - $143K
|
2.67K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
306+ 6.82% |
$150K - $164K
|
4.8K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.77KNew |
$870K - $950K
|
1.77K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 2.93% |
$29.5K - $32.2K
|
1.99K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
85+ 3.38% |
$41.8K - $45.6K
|
2.6K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
297+ 62.79% |
$146K - $159K
|
770
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 9.47% |
$23.6K - $25.7K
|
555
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45+ 1.89% |
$22.1K - $24.1K
|
2.43K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-23- 5.25% |
$11.3K - $12.3K
|
415
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
3.83KNew |
$1.88M - $2.06M
|
3.83K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
286+ 6.39% |
$141K - $153K
|
4.76K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 42.29% |
$996K - $1.09M
|
6.82K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.91% |
$40.8K - $44.5K
|
4.43K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 29.99% |
$98.3K - $107K
|
467
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
422New |
$207K - $226K
|
422
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-30- 0.15% |
$14.7K - $16.1K
|
20K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-7.83K- 31.79% |
$3.85M - $4.2M
|
16.8K
$8.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5- 0.34% |
$2.46K - $2.68K
|
1.47K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-10- 1.47% |
$4.91K - $5.36K
|
668
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
418+ 4.66% |
$205K - $224K
|
9.39K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-305- 11.44% |
$150K - $164K
|
2.36K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-22- 2.6% |
$10.8K - $11.8K
|
823
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
829New |
$407K - $444K
|
829
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-88- 2.03% |
$43.2K - $47.2K
|
4.25K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
1.06K+ 11.45% |
$521K - $569K
|
10.3K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.92% |
$66.3K - $72.4K
|
14.7K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-843- 4.2% |
$414K - $452K
|
19.2K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-237- 9.61% |
$116K - $127K
|
2.23K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-56- 3.96% |
$27.5K - $30K
|
1.36K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
41+ 4.99% |
$20.1K - $22K
|
862
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-8- 0.21% |
$3.93K - $4.29K
|
3.76K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
44+ 0.84% |
$21.6K - $23.6K
|
5.28K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
39.7K+ 4.78% |
$19.5M - $21.3M
|
872K
$465M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$14.7K - $16.1K
|
14.6K
$7.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18+ 3.06% |
$8.84K - $9.65K
|
607
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
48+ 5.39% |
$23.6K - $25.7K
|
939
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-909- 1.43% |
$447K - $487K
|
62.8K
$33.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
421+ 6.47% |
$207K - $226K
|
6.93K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-25- 1.58% |
$12.3K - $13.4K
|
1.56K
$833K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6- 0.73% |
$2.95K - $3.22K
|
821
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$983 - $1.07K
|
13.7K
$7.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-11- 0.88% |
$5.4K - $5.9K
|
1.24K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
26+ 2.75% |
$12.8K - $13.9K
|
971
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-861- 12.42% |
$423K - $462K
|
6.07K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.41K+ 29.9% |
$1.18M - $1.29M
|
10.5K
$5.58M
|