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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-12K- 2.72% |
$5.91M - $6.45M
|
430K
$244M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.71K- 32.74% |
$839K - $916K
|
3.51K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
18+ 0.01% |
$8.84K - $9.65K
|
155K
$87.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10.3K- 71.52% |
$5.07M - $5.53M
|
4.11K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
124KNew |
$61.1M - $66.7M
|
124K
$70.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-529- 3.06% |
$260K - $284K
|
16.8K
$9.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2.14K- 0.57% |
$1.05M - $1.15M
|
370K
$210M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
393New |
$193K - $211K
|
393
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.76K+ 26.09% |
$864K - $943K
|
8.5K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
383New |
$188K - $205K
|
383
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.23% |
$491 - $536
|
441
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-10- 0.7% |
$4.91K - $5.36K
|
1.41K
$801K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
90+ 19.57% |
$44.2K - $48.3K
|
550
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-405- 4.2% |
$199K - $217K
|
9.24K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-4.86K- 4.19% |
$2.39M - $2.61M
|
111K
$63.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
71+ 4.36% |
$34.9K - $38.1K
|
1.7K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 21.11% |
$530K - $578K
|
6.19K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-79- 4.44% |
$38.8K - $42.4K
|
1.7K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.46K+ 43.08% |
$2.19M - $2.39M
|
14.8K
$8.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
47+ 0.52% |
$23.1K - $25.2K
|
9.16K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 0.66% |
$3.44K - $3.75K
|
1.06K
$599K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
797+ 6.85% |
$392K - $427K
|
12.4K
$7.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 1.01% |
$2.46K - $2.68K
|
488
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-63- 0.72% |
$31K - $33.8K
|
8.73K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12- 1.25% |
$5.9K - $6.43K
|
945
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 1.69% |
$587K - $640K
|
71.9K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-500- 4.74% |
$246K - $268K
|
10.1K
$5.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.38K- 2.87% |
$1.66M - $1.81M
|
114K
$64.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
165K+ 3.3% |
$81.2M - $88.6M
|
5.18M
$2.94B
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
11.3K+ 46.42% |
$5.56M - $6.07M
|
35.7K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.3K- 0.5% |
$639K - $697K
|
257K
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-31- 1.37% |
$15.2K - $16.6K
|
2.24K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$13K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-126- 2.35% |
$61.9K - $67.6K
|
5.24K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-154- 1.87% |
$75.7K - $82.6K
|
8.07K
$4.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 2.16% |
$604K - $659K
|
55.6K
$31.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 1.12% |
$6.39K - $6.97K
|
1.15K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3+ 0.5% |
$1.47K - $1.61K
|
607
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-755- 3.79% |
$371K - $405K
|
19.2K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Xxec, Inc.
|
SELL
|
- |
-564- 2.52% |
$277K - $302K
|
21.9K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.48K+ 1.64% |
$4.16M - $4.54M
|
526K
$298M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-38- 0.11% |
$18.7K - $20.4K
|
33.8K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-14.9K- 2.87% |
$7.34M - $8.01M
|
506K
$287M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.93KNew |
$949K - $1.04M
|
1.93K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
41+ 8.13% |
$20.1K - $22K
|
545
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-7.27K- 16.24% |
$3.57M - $3.9M
|
37.5K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.08K- 0.69% |
$1.51M - $1.65M
|
442K
$250M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-49- 3.08% |
$24.1K - $26.3K
|
1.54K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
809New |
$397K - $434K
|
809
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-916- 0.76% |
$450K - $491K
|
119K
$67.7M
|