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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
1.9KNew |
$738K - $793K
|
1.9K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.21KNew |
$470K - $504K
|
1.21K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 9.23% |
$391K - $420K
|
11.9K
$6.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
997New |
$388K - $416K
|
997
$535K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
827New |
$321K - $345K
|
827
$444K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
625New |
$243K - $261K
|
625
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
618New |
$240K - $258K
|
618
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
616New |
$239K - $257K
|
616
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
593+ 9.14% |
$230K - $247K
|
7.08K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
578New |
$225K - $241K
|
578
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
575New |
$223K - $240K
|
575
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
560New |
$218K - $234K
|
560
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
532New |
$207K - $222K
|
532
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
530New |
$206K - $221K
|
530
$285K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
275+ 16.15% |
$107K - $115K
|
1.98K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
241+ 472.55% |
$93.7K - $101K
|
292
$157K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162New |
$63K - $67.6K
|
162
$87K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 39.53% |
$38.9K - $41.7K
|
353
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
99New |
$38.5K - $41.3K
|
99
$53.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
68+ 5.34% |
$26.4K - $28.4K
|
1.34K
$720K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.19% |
$25.3K - $27.1K
|
33.4K
$17.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
61+ 10.48% |
$23.7K - $25.4K
|
643
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
55+ 7.35% |
$21.4K - $22.9K
|
803
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
44+ 6.04% |
$17.1K - $18.4K
|
773
$415K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$11.7K - $12.5K
|
30
$16.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
23New |
$8.94K - $9.59K
|
23
$12.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.32% |
$8.16K - $8.76K
|
6.52K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
18+ 3.45% |
$7K - $7.51K
|
539
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12+ 0.19% |
$4.66K - $5.01K
|
6.22K
$3.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
12New |
$4.66K - $5.01K
|
12
$6.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10+ 0.71% |
$3.89K - $4.17K
|
1.42K
$763K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
10+ 0.64% |
$3.89K - $4.17K
|
1.58K
$849K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$777 - $834
|
826
$443K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.13% |
$389 - $417
|
801
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.61% |
$389 - $417
|
63
$33.8K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
241KNew |
$86.9M - $95M
|
241K
$130M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50.7K+ 821.22% |
$18.2M - $19.9M
|
56.8K
$30.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
30.8KNew |
$11.1M - $12.1M
|
30.8K
$16.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
17.7KNew |
$6.38M - $6.97M
|
17.7K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11KNew |
$3.97M - $4.33M
|
11K
$5.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.97K+ 9.24% |
$2.51M - $2.74M
|
82.3K
$44.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.11K+ 15.16% |
$2.2M - $2.4M
|
46.4K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
5.24K+ 3.4% |
$1.89M - $2.06M
|
159K
$85.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.73KNew |
$1.34M - $1.47M
|
3.73K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
2.18K+ 2.59% |
$784K - $856K
|
86.2K
$46.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.1KNew |
$756K - $826K
|
2.1K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
1.88KNew |
$676K - $738K
|
1.88K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.2KNew |
$432K - $472K
|
1.2K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1.08KNew |
$388K - $424K
|
1.08K
$578K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.07K+ 11.18% |
$384K - $419K
|
10.6K
$5.69M
|
|