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 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
145+ 26.65% |
$71.2K - $77.7K
|
689
$392K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
144+ 8.07% |
$70.7K - $77.2K
|
1.93K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
144New |
$70.7K - $77.2K
|
144
$81.9K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
143+ 1.66% |
$70.3K - $76.7K
|
8.73K
$4.97M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
142+ 12.12% |
$69.8K - $76.1K
|
1.31K
$747K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
141+ 3.4% |
$69.3K - $75.6K
|
4.29K
$2.44M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
140+ 24.43% |
$68.8K - $75.1K
|
713
$405K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
139+ 9.03% |
$68.3K - $74.5K
|
1.68K
$954K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 2.47% |
$67.8K - $74K
|
5.72K
$3.25M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
137+ 11.53% |
$67.3K - $73.5K
|
1.33K
$753K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
136New |
$66.8K - $72.9K
|
136
$77.3K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 1.23% |
$66.8K - $72.9K
|
11.2K
$6.35M
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
136+ 0.46% |
$66.8K - $72.9K
|
29.6K
$16.8M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
135+ 26.11% |
$66.3K - $72.4K
|
652
$371K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
135+ 0.12% |
$66.3K - $72.4K
|
110K
$62.5M
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.92% |
$66.3K - $72.4K
|
14.7K
$8.38M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
134+ 0.92% |
$65.8K - $71.8K
|
14.7K
$8.35M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
133+ 0.53% |
$65.3K - $71.3K
|
25.3K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132+ 2.15% |
$64.9K - $70.8K
|
6.28K
$3.57M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
132+ 14.93% |
$64.9K - $70.8K
|
1.02K
$578K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
131+ 7.25% |
$64.4K - $70.2K
|
1.94K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
129+ 3.25% |
$63.4K - $69.2K
|
4.1K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
128+ 16.41% |
$62.9K - $68.6K
|
908
$516K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
127+ 0.8% |
$62.4K - $68.1K
|
16K
$9.11M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
126+ 1.02% |
$61.9K - $67.6K
|
12.4K
$7.07M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 2.36% |
$61.9K - $67.6K
|
5.47K
$3.11M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
125+ 6.47% |
$61.4K - $67K
|
2.06K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
125+ 1.6% |
$61.4K - $67K
|
7.93K
$4.51M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
124+ 5.63% |
$60.9K - $66.5K
|
2.33K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
122+ 2.23% |
$59.9K - $65.4K
|
5.59K
$3.18M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
120+ 12.18% |
$59K - $64.3K
|
1.11K
$628K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
120New |
$59K - $64.3K
|
120
$68.2K
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
120+ 0.73% |
$59K - $64.3K
|
16.5K
$9.38M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118+ 1.81% |
$58K - $63.3K
|
6.63K
$3.77M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
117+ 0.39% |
$57.5K - $62.7K
|
30.1K
$17.1M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 2.26% |
$57K - $62.2K
|
5.26K
$2.99M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
116+ 8.26% |
$57K - $62.2K
|
1.52K
$864K
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
115+ 0.79% |
$56.5K - $61.7K
|
14.6K
$8.31M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
115+ 12.95% |
$56.5K - $61.7K
|
1K
$570K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
115+ 4.02% |
$56.5K - $61.7K
|
2.98K
$1.69M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 9.54% |
$55.5K - $60.6K
|
1.3K
$738K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 8.62% |
$55K - $60K
|
1.41K
$802K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
111+ 10.34% |
$54.5K - $59.5K
|
1.18K
$673K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
110+ 11.18% |
$54K - $59K
|
1.09K
$622K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
110+ 6.01% |
$54K - $59K
|
1.94K
$1.1M
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
109+ 1.55% |
$53.6K - $58.4K
|
7.13K
$4.05M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
109+ 9.38% |
$53.6K - $58.4K
|
1.27K
$723K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
107+ 0.39% |
$52.6K - $57.4K
|
27.7K
$15.7M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
107+ 0.33% |
$52.6K - $57.4K
|
32.4K
$18.4M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
107+ 8.99% |
$52.6K - $57.4K
|
1.3K
$737K
|