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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
38+ 5.99% |
$16.3K - $19K
|
672
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-240- 0.35% |
$103K - $120K
|
68.6K
$35.8M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
22+ 4.44% |
$9.45K - $11K
|
517
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
439New |
$189K - $220K
|
439
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 31.34% |
$630K - $734K
|
6.14K
$3.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 4.8% |
$53.3K - $62.1K
|
2.71K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-63- 4.63% |
$27.1K - $31.6K
|
1.3K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$496K - $579K
|
1.16K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8- 0.63% |
$3.44K - $4.01K
|
1.26K
$659K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 0.49% |
$5.16K - $6.01K
|
2.44K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
321+ 22.17% |
$138K - $161K
|
1.77K
$922K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.78K- 36.69% |
$1.19M - $1.39M
|
4.8K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.21K- 6.61% |
$518K - $604K
|
17K
$8.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-26- 2.87% |
$11.2K - $13K
|
880
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.06K- 19.16% |
$457K - $533K
|
4.49K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
15+ 0.25% |
$6.44K - $7.51K
|
5.98K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
64+ 2.47% |
$27.5K - $32.1K
|
2.66K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
124+ 0.58% |
$53.3K - $62.1K
|
21.5K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-166- 3.98% |
$71.3K - $83.2K
|
4.01K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
288+ 32.69% |
$124K - $144K
|
1.17K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.98K+ 62.7% |
$1.71M - $1.99M
|
10.3K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12+ 2.65% |
$5.16K - $6.01K
|
465
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-40- 0.7% |
$17.2K - $20K
|
5.67K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
34+ 1.15% |
$14.6K - $17K
|
2.99K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 2.91% |
$13.1M - $15.3M
|
1.08M
$563M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-337- 2.57% |
$145K - $169K
|
12.8K
$6.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.08K- 74.99% |
$2.18M - $2.54M
|
1.69K
$882K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.37K- 4.54% |
$2.74M - $3.19M
|
134K
$69.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-98- 3.33% |
$42.1K - $49.1K
|
2.85K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$8.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
63+ 10.99% |
$27.1K - $31.6K
|
636
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.28K- 15.6% |
$551K - $642K
|
6.93K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-260- 9.94% |
$112K - $130K
|
2.36K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.31K+ 18.86% |
$992K - $1.16M
|
14.6K
$7.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 4.8% |
$9.88K - $11.5K
|
502
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
132+ 1.05% |
$56.7K - $66.1K
|
12.7K
$6.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-48- 2.8% |
$20.6K - $24K
|
1.67K
$868K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-127- 0.94% |
$54.6K - $63.6K
|
13.4K
$6.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
452+ 6.5% |
$194K - $226K
|
7.4K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-160- 2.03% |
$68.7K - $80.2K
|
7.73K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 5.58% |
$40K - $46.6K
|
1.76K
$917K
|
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
11.9K+ 118.5% |
$5.09M - $5.94M
|
21.9K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.12% |
$2.15K - $2.5K
|
4.04K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
332K+ 112.05% |
$143M - $167M
|
629K
$328M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.36K+ 5.81% |
$2.3M - $2.68M
|
97.5K
$50.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
17+ 2.44% |
$7.3K - $8.52K
|
714
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.31K+ 9.56% |
$564K - $658K
|
15.1K
$7.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.93K- 3.72% |
$1.26M - $1.47M
|
75.8K
$39.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$3.01K - $3.51K
|
1.46K
$759K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81+ 4.14% |
$34.8K - $40.6K
|
2.04K
$1.06M
|