Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 15.29% |
$734K - $802K
|
11.3K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 12.66% |
$725K - $791K
|
13.1K
$7.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.47KNew |
$724K - $790K
|
1.47K
$832K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.47KNew |
$721K - $787K
|
1.47K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.46K+ 1.82% |
$718K - $783K
|
81.7K
$46.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45K+ 18.99% |
$714K - $780K
|
9.11K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.45K+ 57.38% |
$712K - $777K
|
3.98K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.69% |
$704K - $768K
|
20.1K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42KNew |
$699K - $763K
|
1.42K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 15.13% |
$690K - $753K
|
10.7K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.39KNew |
$682K - $744K
|
1.39K
$784K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36KNew |
$667K - $728K
|
1.36K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.35K+ 19.67% |
$662K - $722K
|
8.19K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.35K+ 10.25% |
$662K - $722K
|
14.5K
$8.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$657K - $717K
|
1.34K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.32KNew |
$648K - $707K
|
1.32K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.3KNew |
$637K - $695K
|
1.3K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.29KNew |
$632K - $690K
|
1.29K
$727K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.29K+ 6.25% |
$632K - $690K
|
21.9K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.29K+ 0.76% |
$631K - $689K
|
170K
$96.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.28K+ 1.69% |
$631K - $688K
|
77.3K
$43.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.27KNew |
$625K - $683K
|
1.27K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 1.9% |
$625K - $682K
|
68.1K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.27K+ 5.86% |
$623K - $680K
|
22.9K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.27KNew |
$622K - $679K
|
1.27K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.27K+ 18.04% |
$622K - $679K
|
8.29K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.27K+ 4.88% |
$621K - $678K
|
27.2K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
1.26K+ 46.77% |
$619K - $676K
|
3.95K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.26K+ 12.84% |
$617K - $673K
|
11K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.24KNew |
$610K - $666K
|
1.24K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.24K+ 6.49% |
$610K - $666K
|
20.4K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.24K+ 0.2% |
$608K - $664K
|
623K
$352M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$598K - $653K
|
1.22K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.22K+ 27.16% |
$598K - $653K
|
5.7K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.21K+ 71.47% |
$594K - $649K
|
2.9K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21K+ 7.12% |
$593K - $647K
|
18.2K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.2K+ 1.0% |
$589K - $642K
|
121K
$68.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 93.81% |
$588K - $642K
|
2.47K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 1.69% |
$587K - $640K
|
71.9K
$40.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 1.35% |
$585K - $638K
|
89.2K
$50.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$572K - $625K
|
1.17K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 201.57% |
$568K - $620K
|
1.73K
$978K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15KNew |
$566K - $618K
|
1.15K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.15K+ 3.55% |
$566K - $618K
|
33.6K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 13.66% |
$565K - $616K
|
9.56K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.13K+ 0.79% |
$556K - $607K
|
144K
$81.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.11KNew |
$545K - $595K
|
1.11K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.1K+ 109.23% |
$541K - $590K
|
2.11K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.1KNew |
$541K - $590K
|
1.1K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.1K+ 7.42% |
$541K - $590K
|
15.9K
$9M
|