Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.61KNew |
$1.77M - $1.93M
|
3.61K
$1.97M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
27New |
$13.3K - $14.5K
|
27
$14.8K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
242+ 5.23% |
$119K - $130K
|
4.87K
$2.66M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.02% |
$983 - $1.07K
|
11.7K
$6.38M
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
26.8KNew |
$13.2M - $14.4M
|
26.8K
$14.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 42.29% |
$996K - $1.09M
|
6.82K
$3.73M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
34+ 7.91% |
$16.7K - $18.2K
|
464
$254K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
800+ 163.93% |
$393K - $429K
|
1.29K
$704K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
400+ 46.35% |
$197K - $214K
|
1.26K
$691K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-12- 0.03% |
$5.9K - $6.43K
|
39.6K
$21.6M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11- 0.07% |
$5.4K - $5.9K
|
15.5K
$8.47M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-25- 5.26% |
$12.3K - $13.4K
|
450
$246K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.07MNew |
$524M - $572M
|
1.07M
$583M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
343New |
$169K - $184K
|
343
$188K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 13.55% |
$47.7K - $52K
|
619
$338K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-29- 5.97% |
$14.2K - $15.5K
|
457
$250K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
17+ 0.51% |
$8.35K - $9.11K
|
3.35K
$1.83M
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
108+ 1.04% |
$53.1K - $57.9K
|
10.5K
$5.73M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
56+ 9.29% |
$27.5K - $30K
|
659
$360K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-4- 0.97% |
$1.97K - $2.14K
|
409
$224K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$530K - $579K
|
1.08K
$590K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-717- 31.99% |
$352K - $384K
|
1.52K
$833K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.23KNew |
$603K - $658K
|
1.23K
$671K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
506New |
$249K - $271K
|
506
$277K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
115New |
$56.5K - $61.7K
|
115
$62.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-9.23K- 2.2% |
$4.53M - $4.95M
|
410K
$224M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-36- 6.91% |
$17.7K - $19.3K
|
485
$265K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-520- 3.26% |
$255K - $279K
|
15.4K
$8.44M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14- 0.68% |
$6.88K - $7.51K
|
2.04K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
797New |
$392K - $427K
|
797
$436K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.86K- 10.24% |
$1.41M - $1.53M
|
25.1K
$13.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-75- 37.5% |
$36.8K - $40.2K
|
125
$68.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 2648.05% |
$1M - $1.09M
|
2.12K
$1.16M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 3.98% |
$16.7K - $18.2K
|
888
$486K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
98New |
$48.1K - $52.5K
|
98
$53.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
552+ 18.54% |
$271K - $296K
|
3.53K
$1.93M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-154- 0.79% |
$75.7K - $82.6K
|
19.4K
$10.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
385New |
$189K - $206K
|
385
$211K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-163- 9.29% |
$80.1K - $87.4K
|
1.59K
$870K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$16.7K - $18.2K
|
34
$18.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-95- 1.18% |
$46.7K - $50.9K
|
7.97K
$4.36M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
41+ 0.16% |
$20.1K - $22K
|
25.8K
$14.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
6.12KNew |
$3.01M - $3.28M
|
6.12K
$3.34M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.42% |
$3.44K - $3.75K
|
1.69K
$921K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.71K+ 7.36% |
$838K - $915K
|
24.9K
$13.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.73KNew |
$1.34M - $1.47M
|
2.73K
$1.49M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-77- 1.82% |
$37.8K - $41.3K
|
4.16K
$2.28M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-218- 16.62% |
$107K - $117K
|
1.09K
$598K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.91% |
$2.95K - $3.22K
|
654
$358K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
151+ 0.36% |
$74.2K - $81K
|
41.5K
$22.7M
|