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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
$14.7K - $16.1K
|
30
$17.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30+ 4.96% |
$14.7K - $16.1K
|
635
$361K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30+ 17.65% |
$14.7K - $16.1K
|
200
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
29+ 0.48% |
$14.2K - $15.5K
|
6.13K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
29+ 2.83% |
$14.2K - $15.5K
|
1.05K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
29+ 2.61% |
$14.2K - $15.5K
|
1.14K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
29+ 2.25% |
$14.2K - $15.5K
|
1.32K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 0.33% |
$14.2K - $15.5K
|
8.8K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29+ 3.65% |
$14.2K - $15.5K
|
824
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
29+ 0.42% |
$14.2K - $15.5K
|
6.97K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 6.9% |
$13.8K - $15K
|
434
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 5.48% |
$13.8K - $15K
|
539
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28+ 0.7% |
$13.8K - $15K
|
4.01K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 0.8% |
$13.8K - $15K
|
3.54K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27+ 4.6% |
$13.3K - $14.5K
|
614
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26+ 3.87% |
$12.8K - $13.9K
|
698
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
26+ 0.84% |
$12.8K - $13.9K
|
3.12K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
26+ 1.85% |
$12.8K - $13.9K
|
1.43K
$814K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
26+ 2.75% |
$12.8K - $13.9K
|
971
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.95% |
$12.8K - $13.9K
|
2.76K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
26+ 0.81% |
$12.8K - $13.9K
|
3.26K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 4.77% |
$12.3K - $13.4K
|
549
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25+ 21.01% |
$12.3K - $13.4K
|
144
$81.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 1.13% |
$12.3K - $13.4K
|
2.24K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 62.5% |
$12.3K - $13.4K
|
65
$37K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.84K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25+ 3.31% |
$12.3K - $13.4K
|
781
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 1.07% |
$12.3K - $13.4K
|
2.35K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.4% |
$12.3K - $13.4K
|
6.25K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
25+ 5.76% |
$12.3K - $13.4K
|
459
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 2.55% |
$12.3K - $13.4K
|
1K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.69% |
$12.3K - $13.4K
|
955
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.82K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
24+ 0.12% |
$11.8K - $12.9K
|
20.2K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24+ 4.44% |
$11.8K - $12.9K
|
564
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
24+ 0.06% |
$11.8K - $12.9K
|
37.5K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
24+ 3.24% |
$11.8K - $12.9K
|
765
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
23+ 1.05% |
$11.3K - $12.3K
|
2.22K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$13.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
23+ 0.46% |
$11.3K - $12.3K
|
5.02K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
23+ 1.58% |
$11.3K - $12.3K
|
1.48K
$843K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
23+ 2.68% |
$11.3K - $12.3K
|
880
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.59K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
23+ 1.16% |
$11.3K - $12.3K
|
2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
22+ 5.26% |
$10.8K - $11.8K
|
440
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 3.48% |
$10.8K - $11.8K
|
655
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22+ 0.68% |
$10.8K - $11.8K
|
3.24K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.67% |
$10.3K - $11.3K
|
1.28K
$729K
|