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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-1.14K- 57.37% |
$576K - $658K
|
848
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-29.2K- 1.81% |
$14.7M - $16.8M
|
1.59M
$813M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-143- 9.68% |
$72.2K - $82.4K
|
1.33K
$684K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-962- 19.77% |
$485K - $554K
|
3.91K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-454- 8.6% |
$229K - $262K
|
4.82K
$2.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 7.46% |
$22.7K - $25.9K
|
558
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.24% |
$505 - $576
|
413
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 1.59% |
$12.6K - $14.4K
|
1.55K
$794K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-23- 0.62% |
$11.6K - $13.3K
|
3.68K
$1.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$99.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.04K- 1.02% |
$526K - $601K
|
101K
$51.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
135+ 5.65% |
$68.1K - $77.8K
|
2.53K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 3.51% |
$82.8K - $94.5K
|
4.83K
$2.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 52.85% |
$84.3K - $96.2K
|
483
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-187- 0.82% |
$94.4K - $108K
|
22.6K
$11.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.03K- 16.71% |
$1.53M - $1.74M
|
15.1K
$7.73M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-25- 1.87% |
$12.6K - $14.4K
|
1.31K
$673K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.74% |
$8.58K - $9.8K
|
91
$46.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
476+ 3.28% |
$240K - $274K
|
15K
$7.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-655- 1.55% |
$331K - $377K
|
41.5K
$21.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 3.42% |
$13.1K - $15K
|
786
$403K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-193- 11.93% |
$97.4K - $111K
|
1.43K
$730K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-38- 3.93% |
$19.2K - $21.9K
|
930
$477K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.56K- 7.27% |
$786K - $897K
|
19.9K
$10.2M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 11.01% |
$631K - $720K
|
10.1K
$5.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-106- 1.16% |
$53.5K - $61.1K
|
9.03K
$4.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-220- 3.21% |
$111K - $127K
|
6.64K
$3.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-97- 2.21% |
$49K - $55.9K
|
4.3K
$2.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-500- 2.8% |
$252K - $288K
|
17.3K
$8.88M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
9+ 0.61% |
$4.54K - $5.19K
|
1.49K
$762K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-102- 4.37% |
$51.5K - $58.8K
|
2.23K
$1.14M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
53+ 7.97% |
$26.7K - $30.5K
|
718
$368K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-454- 3.8% |
$229K - $262K
|
11.5K
$5.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13+ 0.12% |
$6.56K - $7.49K
|
10.8K
$5.54M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.05K+ 84.65% |
$529K - $604K
|
2.29K
$1.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
50+ 2.69% |
$25.2K - $28.8K
|
1.91K
$979K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 2.19% |
$1.51K - $1.73K
|
140
$71.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 1.01% |
$14.6K - $16.7K
|
2.85K
$1.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
42+ 10.29% |
$21.2K - $24.2K
|
450
$231K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
153+ 17.02% |
$77.2K - $88.2K
|
1.05K
$539K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
346+ 3.1% |
$175K - $199K
|
11.5K
$5.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.3K- 3.52% |
$3.18M - $3.63M
|
173K
$88.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-58- 0.87% |
$29.3K - $33.4K
|
6.57K
$3.37M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
101+ 14.03% |
$51K - $58.2K
|
821
$421K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
6.45KNew |
$3.26M - $3.72M
|
6.45K
$3.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.07K- 12.35% |
$538K - $614K
|
7.57K
$3.88M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.57K+ 504.53% |
$4.21M - $4.6M
|
10.3K
$5.26M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
436New |
$214K - $234K
|
436
$223K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
8.29KNew |
$4.07M - $4.44M
|
8.29K
$4.25M
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
15.1KNew |
$7.43M - $8.11M
|
15.1K
$7.75M
|
|