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 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.08% |
$7.86K - $8.58K
|
19.6K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.37% |
$7.37K - $8.04K
|
4.12K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15+ 3.32% |
$7.37K - $8.04K
|
467
$263K
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
15+ 0.73% |
$7.37K - $8.04K
|
2.07K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.15% |
$7.37K - $8.04K
|
10.2K
$5.75M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 2.72% |
$7.37K - $8.04K
|
566
$319K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
15+ 2.28% |
$7.37K - $8.04K
|
674
$380K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 3.22% |
$7.37K - $8.04K
|
481
$271K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
15+ 0.23% |
$7.37K - $8.04K
|
6.65K
$3.75M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15+ 2.07% |
$7.37K - $8.04K
|
738
$416K
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.08% |
$7.37K - $8.04K
|
18.7K
$10.6M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 2.16% |
$7.37K - $8.04K
|
710
$400K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.44% |
$7.37K - $8.04K
|
1.06K
$597K
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
14+ 0.11% |
$6.88K - $7.51K
|
12.9K
$7.28M
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
14+ 0.25% |
$6.88K - $7.51K
|
5.69K
$3.2M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 1.16% |
$6.88K - $7.51K
|
1.22K
$687K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.65% |
$6.88K - $7.51K
|
2.15K
$1.21M
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.94% |
$6.88K - $7.51K
|
1.5K
$843K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
13+ 0.65% |
$6.39K - $6.97K
|
2.01K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
13+ 1.39% |
$6.39K - $6.97K
|
945
$532K
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13+ 1.23% |
$6.39K - $6.97K
|
1.07K
$602K
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13+ 1.1% |
$6.39K - $6.97K
|
1.19K
$671K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.74% |
$6.39K - $6.97K
|
760
$428K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12+ 1.45% |
$5.9K - $6.43K
|
837
$471K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 0.27% |
$5.9K - $6.43K
|
4.42K
$2.49M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 1.02% |
$5.9K - $6.43K
|
1.19K
$667K
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 1.08% |
$5.9K - $6.43K
|
1.13K
$635K
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 1.27% |
$5.9K - $6.43K
|
958
$540K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 2.61% |
$5.9K - $6.43K
|
471
$265K
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
12+ 0.52% |
$5.9K - $6.43K
|
2.34K
$1.32M
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
12+ 1.06% |
$5.9K - $6.43K
|
1.14K
$643K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12+ 2.23% |
$5.9K - $6.43K
|
551
$310K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
11New |
$5.4K - $5.9K
|
11
$6.2K
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11+ 2.25% |
$5.4K - $5.9K
|
499
$281K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11+ 1.6% |
$5.4K - $5.9K
|
700
$394K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 57.89% |
$5.4K - $5.9K
|
30
$16.9K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
11+ 0.77% |
$5.4K - $5.9K
|
1.44K
$810K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
11+ 0.16% |
$5.4K - $5.9K
|
6.89K
$3.88M
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.63K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
10+ 0.98% |
$4.91K - $5.36K
|
1.03K
$580K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.47% |
$4.91K - $5.36K
|
2.13K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.63K
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10+ 2.12% |
$4.91K - $5.36K
|
481
$271K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.63K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.03% |
$4.91K - $5.36K
|
34.8K
$19.6M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 1.21% |
$4.91K - $5.36K
|
837
$471K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.11% |
$4.91K - $5.36K
|
8.71K
$4.91M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 1.01% |
$4.91K - $5.36K
|
1.01K
$566K
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.19% |
$4.91K - $5.36K
|
5.3K
$2.98M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10+ 1.21% |
$4.91K - $5.36K
|
835
$470K
|