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 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-42- 1.03% |
$18K - $21K
|
4.03K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
62+ 68.13% |
$26.6K - $31.1K
|
153
$79.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-151- 8.41% |
$64.9K - $75.6K
|
1.64K
$857K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
863+ 27.77% |
$371K - $432K
|
3.97K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
43+ 9.23% |
$18.5K - $21.5K
|
509
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-22- 1.67% |
$9.45K - $11K
|
1.29K
$673K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 3.01% |
$4.73K - $5.51K
|
376
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.53K- 5.92% |
$657K - $767K
|
24.3K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-73- 7.42% |
$31.4K - $36.6K
|
911
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
195+ 10.69% |
$83.8K - $97.7K
|
2.02K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.35% |
$2.15K - $2.5K
|
1.41K
$733K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.39% |
$10.3K - $12K
|
1.76K
$915K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 0.63% |
$4.3K - $5.01K
|
1.59K
$830K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-74- 4.05% |
$31.8K - $37.1K
|
1.76K
$915K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
377+ 7.33% |
$162K - $189K
|
5.52K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 15.69% |
$3.44K - $4.01K
|
59
$30.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 2.12% |
$10.7K - $12.5K
|
1.16K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-69- 0.44% |
$29.6K - $34.6K
|
15.8K
$8.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-2- 0.29% |
$859 - $1K
|
678
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.51% |
$859 - $1K
|
59
$30.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.43K- 17.99% |
$1.04M - $1.22M
|
11.1K
$5.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-533- 3.16% |
$229K - $267K
|
16.3K
$8.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
296+ 6.85% |
$127K - $148K
|
4.62K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.02% |
$6.01K - $7.01K
|
1.36K
$710K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
546+ 8.94% |
$235K - $274K
|
6.66K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-80- 1.26% |
$34.4K - $40.1K
|
6.25K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.12K- 3.41% |
$912K - $1.06M
|
60.1K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-75- 6.25% |
$32.2K - $37.6K
|
1.13K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
424New |
$182K - $212K
|
424
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
140+ 20.2% |
$60.1K - $70.1K
|
833
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.06% |
$3.01K - $3.51K
|
11.6K
$6.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 0.51% |
$10.7K - $12.5K
|
4.86K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
473New |
$203K - $237K
|
473
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
8+ 0.2% |
$3.44K - $4.01K
|
3.94K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-30- 25.0% |
$12.9K - $15K
|
90
$46.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
165+ 0.68% |
$70.9K - $82.7K
|
24.4K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.87K - $4.51K
|
1.11K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
558+ 5.17% |
$240K - $280K
|
11.4K
$5.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-3- 0.16% |
$1.29K - $1.5K
|
1.88K
$978K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
776+ 7.11% |
$333K - $389K
|
11.7K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-119- 1.71% |
$51.1K - $59.6K
|
6.85K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-95- 9.63% |
$40.8K - $47.6K
|
891
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8- 0.67% |
$3.44K - $4.01K
|
1.18K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$9.45K - $11K
|
4.35K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5+ 0.72% |
$2.15K - $2.5K
|
704
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
7.29K+ 22.21% |
$3.13M - $3.65M
|
40.1K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-350- 2.55% |
$150K - $175K
|
13.4K
$6.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 9.67% |
$1.9M - $2.21M
|
41.3K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.3% |
$859 - $1K
|
664
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-236- 7.44% |
$101K - $118K
|
2.94K
$1.53M
|