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 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6+ 150.0% |
$2.95K - $3.22K
|
10
$5.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
13.6K+ 83.26% |
$6.69M - $7.3M
|
30K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$20.6K - $22.5K
|
308
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
991New |
$487K - $531K
|
991
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6- 1.21% |
$2.95K - $3.22K
|
491
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
98+ 2.48% |
$48.1K - $52.5K
|
4.05K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-250- 3.38% |
$123K - $134K
|
7.15K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$572K - $625K
|
1.17K
$625K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
269New |
$132K - $144K
|
269
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
36KNew |
$17.7M - $19.3M
|
36K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
730New |
$359K - $391K
|
730
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 18.28% |
$49.1K - $53.6K
|
447
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.47% |
$1.47K - $1.61K
|
629
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.35KNew |
$3.61M - $3.94M
|
7.35K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
392New |
$193K - $210K
|
392
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 7.68% |
$20.1K - $22K
|
575
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.22KNew |
$1.09M - $1.19M
|
2.22K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 85.71% |
$2.95K - $3.22K
|
13
$6.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
383New |
$188K - $205K
|
383
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
902New |
$443K - $484K
|
902
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
501New |
$246K - $269K
|
501
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 2.72% |
$7.37K - $8.04K
|
566
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
635New |
$312K - $340K
|
635
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-130- 94.89% |
$63.9K - $69.7K
|
7
$3.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.23K- 97.88% |
$1.59M - $1.73M
|
70
$37.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$4.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-64- 4.05% |
$31.4K - $34.3K
|
1.52K
$814K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
98+ 0.91% |
$48.1K - $52.5K
|
10.9K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-345- 34.5% |
$169K - $185K
|
655
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
159+ 0.12% |
$78.1K - $85.2K
|
134K
$72M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
$14.7K - $16.1K
|
30
$16.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
35+ 0.7% |
$17.2K - $18.8K
|
5.03K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-556- 60.63% |
$273K - $298K
|
361
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
783+ 68.38% |
$385K - $420K
|
1.93K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$37.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
213New |
$105K - $114K
|
213
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 13.61% |
$29.5K - $32.2K
|
381
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
400New |
$197K - $214K
|
400
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-39- 2.76% |
$19.2K - $20.9K
|
1.37K
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-292- 16.59% |
$143K - $157K
|
1.47K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
279+ 47.37% |
$137K - $150K
|
868
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.72KNew |
$1.34M - $1.46M
|
2.72K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-109- 9.65% |
$53.6K - $58.4K
|
1.02K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
16.7K+ 72.24% |
$8.21M - $8.96M
|
39.8K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 12.52% |
$34.4K - $37.5K
|
489
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-26K- 97.38% |
$12.8M - $13.9M
|
700
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-17- 51.52% |
$8.35K - $9.11K
|
16
$8.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-50- 6.89% |
$24.6K - $26.8K
|
676
$363K
|
|