Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
9+ 0.84% |
$4.42K - $4.83K
|
1.09K
$611K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9+ 0.41% |
$4.42K - $4.83K
|
2.19K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
9+ 0.1% |
$4.42K - $4.83K
|
8.63K
$4.86M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 2.37% |
$3.93K - $4.29K
|
345
$194K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.27% |
$3.93K - $4.29K
|
2.94K
$1.66M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7+ 0.3% |
$3.44K - $3.75K
|
2.34K
$1.32M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.51% |
$3.44K - $3.75K
|
1.39K
$780K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.07% |
$3.44K - $3.75K
|
10.7K
$6.02M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 1.39% |
$3.44K - $3.75K
|
511
$288K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7+ 0.87% |
$3.44K - $3.75K
|
808
$455K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 2.17% |
$3.44K - $3.75K
|
329
$185K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 85.71% |
$2.95K - $3.22K
|
13
$7.32K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$2.95K - $3.22K
|
1.95K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
6New |
$2.95K - $3.22K
|
6
$3.38K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6+ 0.78% |
$2.95K - $3.22K
|
772
$434K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.22% |
$2.46K - $2.68K
|
2.28K
$1.28M
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
5+ 0.39% |
$2.46K - $2.68K
|
1.28K
$720K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
5+ 0.3% |
$2.46K - $2.68K
|
1.66K
$931K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.81K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 0.52% |
$2.46K - $2.68K
|
966
$544K
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.23% |
$2.46K - $2.68K
|
2.22K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.81K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.29% |
$2.46K - $2.68K
|
1.71K
$962K
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.76% |
$1.97K - $2.14K
|
528
$297K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 6.78% |
$1.97K - $2.14K
|
63
$35.5K
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.9% |
$1.97K - $2.14K
|
450
$253K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.84% |
$1.97K - $2.14K
|
480
$270K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.16% |
$1.97K - $2.14K
|
2.43K
$1.37M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.46% |
$1.97K - $2.14K
|
871
$490K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.22% |
$1.97K - $2.14K
|
1.84K
$1.03M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3+ 0.5% |
$1.47K - $1.61K
|
607
$342K
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.14% |
$1.47K - $1.61K
|
2.2K
$1.24M
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.65% |
$1.47K - $1.61K
|
468
$263K
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.25% |
$1.47K - $1.61K
|
1.22K
$687K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3+ 0.67% |
$1.47K - $1.61K
|
452
$254K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.27% |
$1.47K - $1.61K
|
1.12K
$631K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3+ 0.42% |
$1.47K - $1.61K
|
713
$401K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
491
$276K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.51K
$848K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 0.26% |
$983 - $1.07K
|
772
$434K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.04% |
$983 - $1.07K
|
4.78K
$2.69M
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.54K
$867K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.3% |
$983 - $1.07K
|
661
$372K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.46% |
$983 - $1.07K
|
441
$248K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.59K
$893K
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.07% |
$983 - $1.07K
|
2.99K
$1.68M
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.1% |
$983 - $1.07K
|
1.97K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 2.27% |
$983 - $1.07K
|
90
$50.6K
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.15% |
$983 - $1.07K
|
1.32K
$742K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.19% |
$983 - $1.07K
|
1.08K
$607K
|