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 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4+ 0.87% |
$1.14K - $1.44K
|
465
$264K
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.25K- 43.78% |
$358K - $451K
|
1.61K
$913K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
628New |
$180K - $227K
|
628
$357K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-274- 4.54% |
$78.4K - $99K
|
5.76K
$3.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-150- 42.25% |
$42.9K - $54.2K
|
205
$117K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
677+ 197.38% |
$194K - $245K
|
1.02K
$580K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-308- 33.51% |
$88.1K - $111K
|
611
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
291+ 9.82% |
$83.2K - $105K
|
3.25K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-197- 11.53% |
$56.4K - $71.2K
|
1.51K
$860K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 23.61% |
$1.42M - $1.8M
|
16.1K
$9.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
75+ 1.0% |
$21.5K - $27.1K
|
7.56K
$4.3M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
600New |
$172K - $217K
|
600
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.5K- 18.75% |
$429K - $542K
|
6.5K
$3.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
20+ 1.03% |
$5.72K - $7.22K
|
1.95K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9+ 0.74% |
$2.57K - $3.25K
|
1.22K
$693K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4- 0.09% |
$1.14K - $1.44K
|
4.64K
$2.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
602New |
$172K - $217K
|
602
$342K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
689New |
$197K - $249K
|
689
$392K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$8.01K - $10.1K
|
28
$15.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-85- 1.52% |
$24.3K - $30.7K
|
5.5K
$3.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
79+ 6.18% |
$22.6K - $28.5K
|
1.36K
$772K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-811- 2.28% |
$232K - $293K
|
34.8K
$19.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-14.7K- 8.52% |
$4.21M - $5.32M
|
158K
$90M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
40New |
$11.4K - $14.4K
|
40
$22.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
528New |
$151K - $191K
|
528
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
CALL |
300New |
$85.8K - $108K
|
300
$171K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.52KNew |
$721K - $911K
|
2.52K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-469- 2.88% |
$134K - $169K
|
15.8K
$9M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
530New |
$152K - $191K
|
530
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
25+ 2.42% |
$7.15K - $9.03K
|
1.06K
$601K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$42.9K - $54.2K
|
150
$85.3K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.26KNew |
$361K - $456K
|
1.26K
$718K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
299New |
$85.5K - $108K
|
299
$170K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
868+ 0.57% |
$248K - $313K
|
152K
$86.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-205- 19.47% |
$58.6K - $74K
|
848
$482K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$858 - $1.08K
|
924
$525K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-4- 1.63% |
$1.14K - $1.44K
|
242
$138K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$24K - $30.3K
|
84
$47.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Northcape Capital Pty LTD
|
SELL
|
- |
-123- 7.58% |
$35.2K - $44.4K
|
1.5K
$852K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
79New |
$22.6K - $28.5K
|
79
$44.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203New |
$58.1K - $73.3K
|
203
$115K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.66KClosed |
$1.33M - $1.68M
|
0
$0
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-301Closed |
$85.6K - $108K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.92K- 21.6% |
$1.11M - $1.41M
|
14.2K
$8.09M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
892+ 0.87% |
$254K - $321K
|
103K
$58.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
51+ 0.56% |
$14.5K - $18.4K
|
9.08K
$5.16M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$28.4K - $36K
|
100
$56.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
33+ 0.62% |
$9.38K - $11.9K
|
5.32K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-290- 15.57% |
$82.5K - $104K
|
1.57K
$894K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6- 0.12% |
$1.71K - $2.16K
|
5.03K
$2.86M
|
|