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 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-62- 3.83% |
$26.6K - $31.1K
|
1.56K
$810K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 3.09% |
$8.16K - $9.52K
|
633
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.6K+ 13.77% |
$687K - $801K
|
13.2K
$6.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
111+ 1.05% |
$47.7K - $55.6K
|
10.7K
$5.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-81- 6.89% |
$34.8K - $40.6K
|
1.09K
$570K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
30+ 0.6% |
$12.9K - $15K
|
5.04K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
530+ 1.94% |
$228K - $266K
|
27.9K
$14.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 5.47% |
$12.9K - $15K
|
518
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 1.5% |
$18K - $21K
|
2.84K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-4.3K- 6.18% |
$1.85M - $2.15M
|
65.2K
$34M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
425+ 22.84% |
$183K - $213K
|
2.29K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
26.6K+ 2.99% |
$11.4M - $13.3M
|
916K
$477M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-303- 1.19% |
$130K - $152K
|
25.2K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.81% |
$5.58K - $6.51K
|
1.61K
$841K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-163- 3.51% |
$70K - $81.7K
|
4.49K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18K+ 13.01% |
$505K - $589K
|
10.2K
$5.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-369- 0.3% |
$159K - $185K
|
122K
$63.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
798+ 11.0% |
$343K - $400K
|
8.06K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-1K- 15.9% |
$431K - $502K
|
5.31K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-158- 2.06% |
$67.9K - $79.2K
|
7.51K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-91- 1.28% |
$39.1K - $45.6K
|
7.02K
$3.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
849New |
$365K - $425K
|
849
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-655- 13.12% |
$281K - $328K
|
4.34K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.4K+ 9.97% |
$601K - $701K
|
15.4K
$8.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.04% |
$6.01K - $7.01K
|
31.6K
$16.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52+ 1.17% |
$22.3K - $26.1K
|
4.48K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-190- 1.09% |
$81.6K - $95.2K
|
17.2K
$8.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.51K+ 37.17% |
$650K - $758K
|
5.58K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 1.02% |
$91.5K - $107K
|
21.1K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-69- 3.49% |
$29.6K - $34.6K
|
1.91K
$994K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.17% |
$430 - $501
|
574
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
96+ 15.31% |
$41.2K - $48.1K
|
723
$377K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72K+ 17.28% |
$1.17M - $1.36M
|
18.5K
$9.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
4.33K+ 7.11% |
$1.86M - $2.17M
|
65.3K
$34M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$2.15K - $2.5K
|
9.24K
$4.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-78- 3.54% |
$33.5K - $39.1K
|
2.13K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-612- 42.98% |
$263K - $307K
|
812
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 7.4% |
$10.7K - $12.5K
|
313
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-473- 1.96% |
$203K - $237K
|
23.6K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.52% |
$3.87K - $4.51K
|
1.74K
$904K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-102- 2.14% |
$43.8K - $51.1K
|
4.67K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-498- 18.44% |
$214K - $249K
|
2.2K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.42K- 48.3% |
$1.47M - $1.71M
|
3.66K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.69K+ 2.27% |
$724K - $844K
|
76.1K
$39.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 12.46% |
$1.21M - $1.41M
|
25.4K
$13.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-692- 35.18% |
$297K - $347K
|
1.28K
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-47- 4.97% |
$20.2K - $23.5K
|
898
$468K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-406- 16.25% |
$174K - $203K
|
2.09K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 5.83% |
$13.3K - $15.5K
|
563
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
306+ 1.0% |
$131K - $153K
|
31.1K
$16.2M
|