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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
110+ 6.01% |
$54K - $59K
|
1.94K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
448+ 7.29% |
$220K - $240K
|
6.59K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.2% |
$983 - $1.07K
|
976
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-208- 1.32% |
$102K - $112K
|
15.6K
$8.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
398New |
$196K - $213K
|
398
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-6.76K- 0.98% |
$3.32M - $3.62M
|
684K
$381M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
591New |
$290K - $317K
|
591
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
517+ 3.44% |
$254K - $277K
|
15.6K
$8.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-87- 10.96% |
$42.7K - $46.6K
|
707
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Cryder Capital Partners LLP
|
SELL
|
- |
-27.2K- 14.12% |
$13.4M - $14.6M
|
165K
$92.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 7.69% |
$4.91K - $5.36K
|
140
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.95K- 27.39% |
$1.94M - $2.12M
|
10.5K
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
16.7K+ 72.24% |
$8.21M - $8.96M
|
39.8K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 12.52% |
$34.4K - $37.5K
|
489
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.48% |
$4.91K - $5.36K
|
2.08K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-904- 6.06% |
$444K - $485K
|
14K
$7.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
106+ 0.28% |
$52.1K - $56.8K
|
38K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40+ 8.57% |
$19.7K - $21.4K
|
507
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
5.51K+ 155.81% |
$2.71M - $2.95M
|
9.04K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.22K- 2.94% |
$1.09M - $1.19M
|
73.3K
$40.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.36% |
$32.4K - $35.4K
|
18.5K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 2.63% |
$51.1K - $55.8K
|
4.06K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-96- 1.91% |
$47.2K - $51.5K
|
4.94K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.86K+ 11.4% |
$915K - $999K
|
18.2K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31+ 5.03% |
$15.2K - $16.6K
|
647
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.01K+ 4.3% |
$1.97M - $2.15M
|
97.4K
$54.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
58+ 15.18% |
$28.5K - $31.1K
|
440
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
389New |
$191K - $209K
|
389
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-328- 6.43% |
$161K - $176K
|
4.77K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
494New |
$243K - $265K
|
494
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.91% |
$12.8K - $13.9K
|
1.34K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.46% |
$60.9K - $66.5K
|
8.39K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-82- 1.47% |
$40.3K - $44K
|
5.49K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.85KNew |
$4.35M - $4.74M
|
8.85K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
642New |
$315K - $344K
|
642
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
413+ 5.21% |
$203K - $221K
|
8.35K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-26K- 97.38% |
$12.8M - $13.9M
|
700
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-36- 4.79% |
$17.7K - $19.3K
|
716
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-88- 5.5% |
$43.2K - $47.2K
|
1.51K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.56% |
$4.91K - $5.36K
|
1.8K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21KNew |
$1.09M - $1.19M
|
2.21K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.26% |
$7.37K - $8.04K
|
5.76K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-73- 2.35% |
$35.9K - $39.1K
|
3.04K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
19+ 1.07% |
$9.33K - $10.2K
|
1.8K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
820+ 22.93% |
$403K - $440K
|
4.4K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.79K+ 36.94% |
$1.37M - $1.5M
|
10.4K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.3K- 4.96% |
$1.13M - $1.23M
|
44.1K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-22- 2.69% |
$10.8K - $11.8K
|
796
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-17- 51.52% |
$8.35K - $9.11K
|
16
$8.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
290+ 0.3% |
$142K - $155K
|
97.9K
$54.6M
|