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 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21+ 1.38% |
$10.3K - $11.3K
|
1.54K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 3.15% |
$10.3K - $11.3K
|
688
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 2.63% |
$10.3K - $11.3K
|
821
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21+ 4.68% |
$10.3K - $11.3K
|
470
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
21+ 1.05% |
$10.3K - $11.3K
|
2.02K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
21+ 24.14% |
$10.3K - $11.3K
|
108
$61.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 1.27% |
$10.3K - $11.3K
|
1.68K
$956K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 1.13% |
$9.83K - $10.7K
|
1.79K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
20+ 0.92% |
$9.83K - $10.7K
|
2.19K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.52% |
$9.83K - $10.7K
|
3.85K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20+ 0.85% |
$9.83K - $10.7K
|
2.38K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$9.83K - $10.7K
|
10.5K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
20+ 0.64% |
$9.83K - $10.7K
|
3.14K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 1.07% |
$9.83K - $10.7K
|
1.88K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 1.37% |
$9.83K - $10.7K
|
1.48K
$840K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.98% |
$9.83K - $10.7K
|
2.06K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
19+ 2.13% |
$9.33K - $10.2K
|
911
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
19+ 2.65% |
$9.33K - $10.2K
|
736
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19+ 2.3% |
$9.33K - $10.2K
|
846
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 2.89% |
$9.33K - $10.2K
|
676
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19+ 0.85% |
$9.33K - $10.2K
|
2.25K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
19+ 1.07% |
$9.33K - $10.2K
|
1.8K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
19+ 4.17% |
$9.33K - $10.2K
|
475
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.61% |
$9.33K - $10.2K
|
3.14K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.98% |
$9.33K - $10.2K
|
1.96K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 1.84% |
$9.33K - $10.2K
|
1.05K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 7.76% |
$9.33K - $10.2K
|
264
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18+ 0.18% |
$8.84K - $9.65K
|
9.96K
$5.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
18+ 0.01% |
$8.84K - $9.65K
|
155K
$88M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 3.79% |
$8.84K - $9.65K
|
493
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 3.89% |
$8.84K - $9.65K
|
481
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18+ 3.06% |
$8.84K - $9.65K
|
607
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.07% |
$8.84K - $9.65K
|
24.2K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 1.53% |
$8.84K - $9.65K
|
1.2K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
17+ 1.74% |
$8.35K - $9.11K
|
993
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
17New |
$8.35K - $9.11K
|
17
$9.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
17+ 0.33% |
$8.35K - $9.11K
|
5.19K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 1.48% |
$8.35K - $9.11K
|
1.17K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
17+ 2.62% |
$8.35K - $9.11K
|
665
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 7.8% |
$8.35K - $9.11K
|
235
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16+ 100.0% |
$7.86K - $8.58K
|
32
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
16+ 0.74% |
$7.86K - $8.58K
|
2.18K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
16+ 3.09% |
$7.86K - $8.58K
|
533
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.42% |
$7.86K - $8.58K
|
1.14K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
16+ 2.14% |
$7.86K - $8.58K
|
765
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.08% |
$7.86K - $8.58K
|
19.6K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.37% |
$7.37K - $8.04K
|
4.12K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15+ 3.32% |
$7.37K - $8.04K
|
467
$265K
|