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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-57.4K- 8.27% |
$24.6M - $28.7M
|
636K
$355M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.26K+ 5.77% |
$541K - $631K
|
23.1K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.1K+ 157.14% |
$473K - $551K
|
1.8K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
441New |
$189K - $221K
|
441
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-31- 3.33% |
$13.3K - $15.5K
|
899
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-959- 28.23% |
$412K - $480K
|
2.44K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4- 0.19% |
$1.72K - $2K
|
2.06K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7+ 0.15% |
$3.01K - $3.51K
|
4.72K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
79New |
$33.9K - $39.6K
|
79
$44K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-110- 10.51% |
$47.3K - $55.1K
|
937
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14- 6.83% |
$6.01K - $7.01K
|
191
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-38- 3.21% |
$16.3K - $19K
|
1.14K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$53.7K - $62.6K
|
125
$69.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
440New |
$189K - $220K
|
440
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
998New |
$429K - $500K
|
998
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
430New |
$185K - $215K
|
430
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.21% |
$430 - $501
|
483
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-23- 4.6% |
$9.88K - $11.5K
|
477
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$506K - $590K
|
1.18K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
554+ 5.89% |
$238K - $278K
|
9.96K
$5.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-19- 1.64% |
$8.16K - $9.52K
|
1.14K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.83% |
$2.58K - $3.01K
|
716
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 1.32% |
$5.58K - $6.51K
|
973
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31+ 2.29% |
$13.3K - $15.5K
|
1.39K
$772K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-89- 6.01% |
$38.2K - $44.6K
|
1.39K
$777K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 1.96% |
$9.88K - $11.5K
|
1.2K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
132+ 5.35% |
$56.7K - $66.1K
|
2.6K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1+ 0.14% |
$430 - $501
|
740
$413K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
304+ 15.9% |
$131K - $152K
|
2.22K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
348+ 68.77% |
$150K - $174K
|
854
$476K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.26K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
535New |
$230K - $268K
|
535
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$430 - $501
|
9.09K
$5.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.34K- 36.31% |
$574K - $670K
|
2.35K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
701New |
$301K - $351K
|
701
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
186+ 422.73% |
$79.9K - $93.2K
|
230
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.71% |
$2.58K - $3.01K
|
356
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-34- 3.19% |
$14.6K - $17K
|
1.03K
$575K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-52- 0.8% |
$22.3K - $26.1K
|
6.43K
$3.59M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-7- 17.07% |
$3.01K - $3.51K
|
34
$19K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.1KNew |
$902K - $1.05M
|
2.1K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-11- 1.07% |
$4.73K - $5.51K
|
1.01K
$565K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35- 3.07% |
$15K - $17.5K
|
1.1K
$615K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220New |
$94.5K - $110K
|
220
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-45- 5.53% |
$19.3K - $22.5K
|
769
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 0.91% |
$3.01K - $3.51K
|
760
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-20- 62.5% |
$8.59K - $10K
|
12
$6.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
643+ 117.77% |
$276K - $322K
|
1.19K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 32.0% |
$48.1K - $56.1K
|
238
$133K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$16.3K - $19K
|
1.08K
$604K
|