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 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
61+ 1.27% |
$30K - $32.7K
|
4.86K
$2.75M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 7.97% |
$30K - $32.7K
|
826
$468K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$29.5K - $32.2K
|
60
$34K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 0.51% |
$29.5K - $32.2K
|
11.7K
$6.64M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 11.15% |
$29K - $31.6K
|
588
$333K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
59+ 0.29% |
$29K - $31.6K
|
20.2K
$11.4M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.3% |
$29K - $31.6K
|
4.59K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
58+ 0.35% |
$28.5K - $31.1K
|
16.5K
$9.37M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$39.6K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
58+ 15.18% |
$28.5K - $31.1K
|
440
$249K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 3.46% |
$28.5K - $31.1K
|
1.74K
$983K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
57+ 7.43% |
$28K - $30.6K
|
824
$467K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 2.02% |
$27.5K - $30K
|
2.82K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
55+ 2.46% |
$27K - $29.5K
|
2.29K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
55+ 4.04% |
$27K - $29.5K
|
1.42K
$803K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55+ 1.3% |
$27K - $29.5K
|
4.28K
$2.42M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
55+ 7.0% |
$27K - $29.5K
|
841
$476K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
55+ 9.53% |
$27K - $29.5K
|
632
$358K
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
54+ 1.72% |
$26.5K - $29K
|
3.19K
$1.81M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
54+ 1.15% |
$26.5K - $29K
|
4.74K
$2.68M
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.77M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.79% |
$26K - $28.4K
|
6.75K
$3.82M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
53+ 10.56% |
$26K - $28.4K
|
555
$314K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
53+ 4.42% |
$26K - $28.4K
|
1.25K
$708K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.09% |
$25.5K - $27.9K
|
58K
$32.8M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
52+ 0.47% |
$25.5K - $27.9K
|
11.2K
$6.32M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
52+ 2.6% |
$25.5K - $27.9K
|
2.05K
$1.16M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
52+ 6.67% |
$25.5K - $27.9K
|
832
$471K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
51+ 6.79% |
$25.1K - $27.3K
|
802
$454K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
51+ 4.58% |
$25.1K - $27.3K
|
1.16K
$659K
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 4.49% |
$25.1K - $27.3K
|
1.19K
$673K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 9.06% |
$25.1K - $27.3K
|
614
$348K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
50+ 0.46% |
$24.6K - $26.8K
|
11K
$6.24M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
50+ 9.09% |
$24.6K - $26.8K
|
600
$340K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.6K - $26.8K
|
50
$28.3K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 4.33% |
$24.6K - $26.8K
|
1.21K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
50+ 9.78% |
$24.6K - $26.8K
|
561
$318K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
50+ 1.96% |
$24.6K - $26.8K
|
2.6K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.35M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$239K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
49+ 0.46% |
$24.1K - $26.3K
|
10.7K
$6.06M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
48+ 2.1% |
$23.6K - $25.7K
|
2.34K
$1.32M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
48+ 8.59% |
$23.6K - $25.7K
|
607
$344K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
48+ 6.43% |
$23.6K - $25.7K
|
795
$450K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$941K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 9.47% |
$23.6K - $25.7K
|
555
$314K
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
48+ 5.39% |
$23.6K - $25.7K
|
939
$532K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.85% |
$23.1K - $25.2K
|
326
$185K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
47+ 0.52% |
$23.1K - $25.2K
|
9.16K
$5.19M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 8.29% |
$23.1K - $25.2K
|
614
$348K
|