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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 42.83% |
$101K - $115K
|
667
$358K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
198+ 56.57% |
$99.9K - $114K
|
548
$294K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
189New |
$95.4K - $109K
|
189
$101K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
183+ 8.92% |
$92.4K - $105K
|
2.24K
$1.2M
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
182New |
$91.8K - $105K
|
182
$97.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165New |
$83.3K - $95.1K
|
165
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
150+ 5.26% |
$75.7K - $86.4K
|
3K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
134+ 11.95% |
$67.6K - $77.2K
|
1.26K
$674K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
129+ 33.42% |
$65.1K - $74.3K
|
515
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
126+ 12.49% |
$63.6K - $72.6K
|
1.14K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
122+ 5.21% |
$61.6K - $70.3K
|
2.47K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100+ 25.0% |
$50.5K - $57.6K
|
500
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 25.38% |
$50.5K - $57.6K
|
494
$265K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
90+ 22.5% |
$45.4K - $51.9K
|
490
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
78+ 16.49% |
$39.4K - $45K
|
551
$296K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
77+ 9.22% |
$38.9K - $44.4K
|
912
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 9.42% |
$37.9K - $43.2K
|
871
$468K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
66New |
$33.3K - $38K
|
66
$35.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
58+ 181.25% |
$29.3K - $33.4K
|
90
$48.3K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
56New |
$28.3K - $32.3K
|
56
$30.1K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$19.7K - $22.5K
|
39
$20.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
39+ 8.57% |
$19.7K - $22.5K
|
494
$265K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
30New |
$15.1K - $17.3K
|
30
$16.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$15.1K - $17.3K
|
14.3K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
27New |
$13.6K - $15.6K
|
27
$14.5K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.54% |
$13.1K - $15K
|
4.81K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
21+ 2.75% |
$10.6K - $12.1K
|
786
$422K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
19+ 4.65% |
$9.59K - $10.9K
|
428
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 3.65% |
$9.59K - $10.9K
|
540
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18+ 51.43% |
$9.08K - $10.4K
|
53
$28.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$120K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$8.07K - $9.22K
|
16
$8.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14+ 2.62% |
$7.07K - $8.07K
|
549
$295K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$6.56K - $7.49K
|
13
$6.98K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
11+ 0.07% |
$5.55K - $6.34K
|
15.5K
$8.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 17.46% |
$5.55K - $6.34K
|
74
$39.7K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$5.05K - $5.76K
|
10
$5.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$4.83K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$4.83K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.29K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5+ 0.69% |
$2.52K - $2.88K
|
726
$390K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.36% |
$505 - $576
|
276
$148K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1+ 0.23% |
$505 - $576
|
435
$234K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1+ 1.64% |
$505 - $576
|
62
$33.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 0.95% |
$35.3M - $38.5M
|
7.61M
$4.09B
|
|
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
71.4KNew |
$35.1M - $38.3M
|
71.4K
$38.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
57.9KNew |
$28.5M - $31.1M
|
57.9K
$31.1M
|
|