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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
731+ 61.12% |
$369K - $421K
|
1.93K
$997K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
722+ 4.78% |
$364K - $416K
|
15.8K
$8.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
661+ 1468.89% |
$334K - $381K
|
706
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
660+ 21.11% |
$333K - $380K
|
3.79K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
653New |
$330K - $376K
|
653
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
639New |
$322K - $368K
|
639
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
610+ 5.27% |
$308K - $352K
|
12.2K
$6.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$4.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
577+ 57.53% |
$291K - $333K
|
1.58K
$817K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
566New |
$286K - $326K
|
566
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
537+ 12.8% |
$271K - $309K
|
4.73K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
526New |
$265K - $303K
|
526
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
476+ 3.28% |
$240K - $274K
|
15K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
472+ 3.19% |
$238K - $272K
|
15.3K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
470+ 3.0% |
$237K - $271K
|
16.1K
$8.34M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
441+ 15.19% |
$223K - $254K
|
3.35K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
434+ 14.16% |
$219K - $250K
|
3.5K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
422New |
$213K - $243K
|
422
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
421+ 1.33% |
$212K - $243K
|
32.1K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
419+ 2.9% |
$211K - $241K
|
14.9K
$7.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
409+ 3.94% |
$206K - $236K
|
10.8K
$5.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
400New |
$202K - $231K
|
400
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
385+ 8.3% |
$194K - $222K
|
5.02K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
376+ 24.97% |
$190K - $217K
|
1.88K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
370New |
$187K - $213K
|
370
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
351+ 1.87% |
$177K - $202K
|
19.1K
$9.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
347+ 24.93% |
$175K - $200K
|
1.74K
$900K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
346+ 3.1% |
$175K - $199K
|
11.5K
$5.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
335+ 0.85% |
$169K - $193K
|
39.8K
$20.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
300New |
$151K - $173K
|
300
$155K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
299New |
$151K - $172K
|
299
$155K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
294+ 16.99% |
$148K - $169K
|
2.02K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
286+ 3.68% |
$144K - $165K
|
8.06K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
285+ 6.95% |
$144K - $164K
|
4.39K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
284+ 57.49% |
$143K - $164K
|
778
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
279+ 12.14% |
$141K - $161K
|
2.58K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
275+ 550.0% |
$139K - $158K
|
325
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
271+ 30.8% |
$137K - $156K
|
1.15K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
262+ 2.5% |
$132K - $151K
|
10.7K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
256+ 18.84% |
$129K - $148K
|
1.62K
$835K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$129K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
243+ 22.73% |
$123K - $140K
|
1.31K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
231+ 5.32% |
$117K - $133K
|
4.58K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
222+ 57.22% |
$112K - $128K
|
610
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
216+ 3.21% |
$109K - $124K
|
6.95K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 3.21% |
$107K - $122K
|
6.82K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
211+ 26.08% |
$106K - $122K
|
1.02K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
209+ 4.39% |
$105K - $120K
|
4.97K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.42% |
$102K - $117K
|
48.6K
$25.2M
|