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 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-55- 3.07% |
$27K - $29.5K
|
1.74K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
57+ 7.43% |
$28K - $30.6K
|
824
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
20+ 0.64% |
$9.83K - $10.7K
|
3.14K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
95+ 2.99% |
$46.7K - $50.9K
|
3.27K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-230- 9.07% |
$113K - $123K
|
2.31K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
167+ 19.46% |
$82K - $89.5K
|
1.03K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
314+ 38.62% |
$154K - $168K
|
1.13K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.25% |
$1.47K - $1.61K
|
1.22K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-70- 11.02% |
$34.4K - $37.5K
|
565
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-65- 0.72% |
$31.9K - $34.8K
|
8.93K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 3.22% |
$7.37K - $8.04K
|
481
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.71K+ 4.75% |
$2.32M - $2.53M
|
104K
$57.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.8K- 0.65% |
$6.29M - $6.86M
|
1.95M
$1.09B
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13- 0.01% |
$6.39K - $6.97K
|
129K
$71.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 0.28% |
$49.1K - $53.6K
|
36K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-49- 0.29% |
$24.1K - $26.3K
|
16.7K
$9.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-824- 1.2% |
$405K - $442K
|
67.7K
$37.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-173- 0.92% |
$85K - $92.8K
|
18.7K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-41- 3.03% |
$20.1K - $22K
|
1.31K
$731K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-110- 2.96% |
$54K - $59K
|
3.61K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-171- 0.38% |
$84K - $91.7K
|
44.5K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
393+ 50.71% |
$193K - $211K
|
1.17K
$651K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.04K- 64.4% |
$1M - $1.09M
|
1.13K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
111+ 10.34% |
$54.5K - $59.5K
|
1.18K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.85% |
$491 - $536
|
117
$65.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
816New |
$401K - $437K
|
816
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
2.93K+ 4.49% |
$1.44M - $1.57M
|
68.2K
$38M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.39K+ 57.78% |
$3.63M - $3.96M
|
20.2K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 2.34% |
$17.2K - $18.8K
|
1.53K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-227- 5.5% |
$112K - $122K
|
3.9K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-33- 2.1% |
$16.2K - $17.7K
|
1.54K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-331- 2.19% |
$163K - $177K
|
14.8K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-24K- 52.04% |
$11.8M - $12.9M
|
22.1K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-102- 11.04% |
$50.1K - $54.7K
|
822
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
90+ 12.4% |
$44.2K - $48.3K
|
816
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-262- 24.28% |
$129K - $140K
|
817
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
26+ 1.85% |
$12.8K - $13.9K
|
1.43K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.59K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.22K+ 10.47% |
$3.55M - $3.87M
|
76.2K
$42.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-50- 1.88% |
$24.6K - $26.8K
|
2.61K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.59K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.42K+ 24.62% |
$3.16M - $3.44M
|
32.5K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.8K+ 13.24% |
$3.83M - $4.18M
|
66.7K
$37.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
23+ 1.16% |
$11.3K - $12.3K
|
2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 41.36% |
$111K - $121K
|
769
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-23- 1.32% |
$11.3K - $12.3K
|
1.72K
$957K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
217+ 0.62% |
$107K - $116K
|
35.4K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.06% |
$1.97K - $2.14K
|
6.41K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
515+ 0.68% |
$253K - $276K
|
76.5K
$42.6M
|