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 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.22% |
$5.58K - $6.51K
|
5.8K
$3.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 74.76% |
$5.69M - $6.64M
|
31K
$16.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-833- 42.11% |
$358K - $417K
|
1.15K
$597K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
62+ 8.56% |
$26.6K - $31.1K
|
786
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
22+ 4.38% |
$9.45K - $11K
|
524
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-30- 2.81% |
$12.9K - $15K
|
1.04K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-10K- 81.15% |
$4.31M - $5.02M
|
2.33K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$859 - $1K
|
11.7K
$6.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 26.13% |
$12.5K - $14.5K
|
82
$42.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$859 - $1K
|
1.58K
$825K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-25- 2.78% |
$10.7K - $12.5K
|
874
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-50- 2.13% |
$21.5K - $25K
|
2.3K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-688- 1.31% |
$296K - $345K
|
51.9K
$27M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 17.86% |
$4.3K - $5.01K
|
46
$24K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
231+ 21.88% |
$99.2K - $116K
|
1.29K
$671K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
16K+ 192.22% |
$6.89M - $8.04M
|
24.4K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
164+ 0.6% |
$70.5K - $82.2K
|
27.6K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
863+ 40.9% |
$371K - $432K
|
2.97K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-63- 3.65% |
$27.1K - $31.6K
|
1.66K
$867K
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
575+ 1.3% |
$247K - $288K
|
44.7K
$23.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
243+ 1.31% |
$104K - $122K
|
18.9K
$9.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-640- 0.93% |
$275K - $321K
|
68.5K
$35.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-593- 4.0% |
$255K - $297K
|
14.3K
$7.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.81K- 4.47% |
$776K - $905K
|
38.6K
$20.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$792K - $923K
|
1.84K
$960K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-376- 13.28% |
$162K - $188K
|
2.46K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
137+ 12.92% |
$58.9K - $68.6K
|
1.2K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
37+ 3.39% |
$15.9K - $18.5K
|
1.13K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-17- 1.39% |
$7.3K - $8.52K
|
1.21K
$630K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-325- 2.1% |
$140K - $163K
|
15.2K
$7.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-133- 2.51% |
$57.1K - $66.6K
|
5.17K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
211+ 5.36% |
$90.6K - $106K
|
4.15K
$2.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
441+ 37.76% |
$189K - $221K
|
1.61K
$838K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
16+ 0.91% |
$6.87K - $8.02K
|
1.78K
$927K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.72K- 26.41% |
$739K - $862K
|
4.8K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.04M+ 120665.25% |
$3.45B - $4.03B
|
8.04M
$4.19B
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100+ 1.81% |
$43K - $50.1K
|
5.63K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
509New |
$219K - $255K
|
509
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
192+ 19.55% |
$82.5K - $96.2K
|
1.17K
$612K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
115+ 0.39% |
$49.4K - $57.6K
|
29.5K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 79.41% |
$58K - $67.6K
|
35
$18.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 1.02% |
$2.15K - $2.5K
|
483
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 2.85% |
$11.6K - $13.5K
|
974
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-943- 0.55% |
$405K - $472K
|
172K
$89.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
275+ 1.51% |
$118K - $138K
|
18.5K
$9.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-40- 5.07% |
$17.2K - $20K
|
749
$390K
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.25K- 1.37% |
$1.4M - $1.63M
|
233K
$122M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
76+ 2.51% |
$32.6K - $38.1K
|
3.1K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-18- 2.76% |
$7.73K - $9.02K
|
635
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24+ 0.17% |
$10.3K - $12K
|
14.2K
$7.43M
|