Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 1.37% |
$15.7K - $17.2K
|
2.37K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25+ 3.31% |
$12.3K - $13.4K
|
781
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-130- 22.18% |
$63.9K - $69.7K
|
456
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
510New |
$251K - $273K
|
510
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-168- 3.55% |
$82.5K - $90.1K
|
4.57K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.9K+ 6.74% |
$4.37M - $4.77M
|
141K
$78.6M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 1.76% |
$31.9K - $34.8K
|
3.75K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 0.17% |
$13.3K - $14.5K
|
15.8K
$8.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.41K+ 10.3% |
$2.66M - $2.9M
|
58K
$32.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 13.99% |
$3.98M - $4.34M
|
66K
$36.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.76% |
$1.97K - $2.14K
|
528
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-130- 94.89% |
$63.9K - $69.7K
|
7
$3.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27+ 4.6% |
$13.3K - $14.5K
|
614
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-29- 1.84% |
$14.2K - $15.5K
|
1.55K
$865K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-22- 1.7% |
$10.8K - $11.8K
|
1.28K
$711K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 1.6% |
$21.6K - $23.6K
|
2.79K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 4.08% |
$24.6K - $26.8K
|
1.18K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-196K- 19.16% |
$96.5M - $105M
|
829K
$462M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 3.79% |
$8.84K - $9.65K
|
493
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.23K- 97.88% |
$1.59M - $1.73M
|
70
$39K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
953New |
$468K - $511K
|
953
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
572New |
$281K - $307K
|
572
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-558- 14.0% |
$274K - $299K
|
3.43K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-210- 5.7% |
$103K - $113K
|
3.47K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-81- 1.54% |
$39.8K - $43.4K
|
5.2K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-174- 5.12% |
$85.5K - $93.3K
|
3.23K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-13- 14.44% |
$6.39K - $6.97K
|
77
$42.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
316+ 69.45% |
$155K - $169K
|
771
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
107+ 8.99% |
$52.6K - $57.4K
|
1.3K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
110+ 11.18% |
$54K - $59K
|
1.09K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
54+ 1.72% |
$26.5K - $29K
|
3.19K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-224- 0.47% |
$110K - $120K
|
47.5K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-578K- 39.99% |
$284M - $310M
|
868K
$484M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.84K+ 5.14% |
$1.89M - $2.06M
|
78.5K
$43.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
108K+ 25.28% |
$53.2M - $58M
|
536K
$299M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5- 1.19% |
$2.46K - $2.68K
|
416
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.24K- 2.79% |
$2.58M - $2.81M
|
182K
$102M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21+ 4.68% |
$10.3K - $11.3K
|
470
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
52+ 0.47% |
$25.5K - $27.9K
|
11.2K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
469New |
$230K - $251K
|
469
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-104- 1.07% |
$51.1K - $55.8K
|
9.61K
$5.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
81+ 3.05% |
$39.8K - $43.4K
|
2.73K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-64- 4.05% |
$31.4K - $34.3K
|
1.52K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
143+ 1.66% |
$70.3K - $76.7K
|
8.73K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
5.45K+ 74.57% |
$2.68M - $2.92M
|
12.8K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
429+ 11.58% |
$211K - $230K
|
4.14K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
98+ 0.91% |
$48.1K - $52.5K
|
10.9K
$6.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
387New |
$190K - $207K
|
387
$216K
|