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 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 10.87% |
$10.7K - $12.5K
|
205
$107K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.33% |
$1.72K - $2K
|
1.21K
$628K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-53.8K- 9.79% |
$23.1M - $27M
|
496K
$258M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
275+ 4.62% |
$118K - $138K
|
6.23K
$3.25M
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
BUY
|
- |
1.83K+ 4.99% |
$786K - $916K
|
38.5K
$20.1M
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
55+ 2.24% |
$23.6K - $27.6K
|
2.52K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9K+ 18.02% |
$3.87M - $4.51M
|
58.9K
$30.7M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
414+ 4.18% |
$178K - $207K
|
10.3K
$5.38M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-25- 1.3% |
$10.7K - $12.5K
|
1.9K
$990K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 89.86% |
$503K - $586K
|
2.47K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 1.73% |
$12K - $14K
|
1.65K
$858K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.57K+ 19.16% |
$672K - $784K
|
9.73K
$5.07M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 13.63% |
$60.1K - $70.1K
|
1.17K
$608K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
153+ 7.01% |
$65.7K - $76.7K
|
2.34K
$1.22M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-206- 4.8% |
$88.5K - $103K
|
4.09K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
412+ 7.96% |
$177K - $206K
|
5.59K
$2.91M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
90+ 3.71% |
$38.7K - $45.1K
|
2.51K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
54+ 5.44% |
$23.2K - $27.1K
|
1.05K
$546K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
462New |
$198K - $231K
|
462
$241K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-38- 3.35% |
$16.3K - $19K
|
1.1K
$571K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-148- 7.43% |
$63.6K - $74.1K
|
1.84K
$960K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
572+ 24.22% |
$246K - $287K
|
2.93K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-1- 0.08% |
$430 - $501
|
1.32K
$686K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14+ 0.73% |
$6.01K - $7.01K
|
1.94K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.07K+ 3.38% |
$1.75M - $2.04M
|
125K
$64.9M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-11- 2.07% |
$4.73K - $5.51K
|
521
$272K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
524New |
$225K - $263K
|
524
$273K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
812New |
$349K - $407K
|
812
$423K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 1.48% |
$6.44K - $7.51K
|
1.03K
$537K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
76+ 11.52% |
$32.6K - $38.1K
|
736
$384K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.95% |
$2.15K - $2.5K
|
519
$270K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.84K+ 85.3% |
$1.65M - $1.92M
|
8.34K
$4.34M
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-4- 0.07% |
$1.72K - $2K
|
5.74K
$2.99M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-64- 3.91% |
$27.5K - $32.1K
|
1.57K
$820K
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-75- 0.16% |
$32.2K - $37.6K
|
46.8K
$24.4M
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-6.16K- 0.88% |
$2.64M - $3.08M
|
690K
$360M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 13.9% |
$46.8K - $54.6K
|
893
$465K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-104- 8.7% |
$44.7K - $52.1K
|
1.09K
$569K
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.39K- 47.67% |
$597K - $696K
|
1.53K
$795K
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
66+ 1.69% |
$28.4K - $33.1K
|
3.97K
$2.07M
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.49K+ 3.65% |
$1.5M - $1.75M
|
99.1K
$51.7M
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-21.1K- 15.39% |
$9.08M - $10.6M
|
116K
$60.5M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6+ 0.44% |
$2.58K - $3.01K
|
1.36K
$710K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
983+ 12.74% |
$422K - $492K
|
8.7K
$4.53M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
276+ 40.83% |
$119K - $138K
|
952
$496K
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
449New |
$193K - $225K
|
449
$234K
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 14.92% |
$545K - $636K
|
9.78K
$5.1M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-22- 1.25% |
$9.45K - $11K
|
1.74K
$905K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
80+ 10.28% |
$34.4K - $40.1K
|
858
$447K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40+ 3.86% |
$17.2K - $20K
|
1.08K
$561K
|