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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.4KNew |
$508K - $595K
|
1.4K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
949New |
$346K - $405K
|
949
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
849New |
$309K - $362K
|
849
$456K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
800+ 7.74% |
$291K - $341K
|
11.1K
$5.98M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
730New |
$266K - $311K
|
730
$392K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
589New |
$214K - $251K
|
589
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
578New |
$210K - $247K
|
578
$310K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
501New |
$182K - $214K
|
501
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
500New |
$182K - $213K
|
500
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
495New |
$180K - $211K
|
495
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
484New |
$176K - $206K
|
484
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
390New |
$142K - $166K
|
390
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
385+ 1.78% |
$140K - $164K
|
22K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
340New |
$124K - $145K
|
340
$183K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
311+ 3.06% |
$113K - $133K
|
10.5K
$5.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
200+ 2.56% |
$72.8K - $85.3K
|
8K
$4.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
168+ 8.71% |
$61.2K - $71.7K
|
2.1K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
153+ 14.17% |
$55.7K - $65.3K
|
1.23K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
130New |
$47.3K - $55.4K
|
130
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
101New |
$36.8K - $43.1K
|
101
$54.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
100+ 8.81% |
$36.4K - $42.7K
|
1.24K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
78New |
$28.4K - $33.3K
|
78
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
61+ 3.24% |
$22.2K - $26K
|
1.94K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
53+ 3.72% |
$19.3K - $22.6K
|
1.48K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 5.57% |
$18.2K - $21.3K
|
947
$508K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
49New |
$17.8K - $20.9K
|
49
$26.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$14.9K - $17.5K
|
41
$22K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$14.6K - $17.1K
|
40
$21.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37New |
$13.5K - $15.8K
|
37
$19.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$13.1K - $15.4K
|
36
$19.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$12.7K - $14.9K
|
35
$18.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
29New |
$10.6K - $12.4K
|
29
$15.6K
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
21+ 2.47% |
$7.65K - $8.96K
|
870
$467K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16New |
$5.83K - $6.82K
|
16
$8.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7New |
$2.55K - $2.99K
|
7
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4New |
$1.46K - $1.71K
|
4
$2.15K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.28K
|
4.91K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.13% |
$728 - $853
|
1.51K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.07% |
$728 - $853
|
3.04K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2New |
$728 - $853
|
2
$1.07K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
400KNew |
$156M - $167M
|
400K
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
85KNew |
$33M - $35.5M
|
85K
$45.6M
|
|
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
64.2K+ 38.18% |
$24.9M - $26.8M
|
232K
$125M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
39.6K+ 65.66% |
$15.4M - $16.5M
|
100K
$53.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
13.9KNew |
$5.42M - $5.81M
|
13.9K
$7.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
12KNew |
$4.66M - $5.01M
|
12K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
10.5K+ 102.62% |
$4.06M - $4.36M
|
20.6K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
10KNew |
$3.89M - $4.17M
|
10K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.76K+ 21.75% |
$3.4M - $3.65M
|
49K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
6.91K+ 587.09% |
$2.69M - $2.88M
|
8.09K
$4.34M
|
|