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 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-122- 0.66% |
$52.4K - $61.1K
|
18.2K
$9.5M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
178+ 0.46% |
$76.5K - $89.2K
|
39.2K
$20.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
64+ 1.4% |
$27.5K - $32.1K
|
4.63K
$2.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
219+ 22.6% |
$94.1K - $110K
|
1.19K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
37.5K+ 4.72% |
$16.1M - $18.8M
|
832K
$434M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
648+ 11.07% |
$278K - $325K
|
6.5K
$3.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 4.68% |
$13.3K - $15.5K
|
694
$362K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
278+ 4.85% |
$119K - $139K
|
6.01K
$3.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-138- 6.43% |
$59.3K - $69.1K
|
2.01K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.7K- 81.75% |
$10.2M - $11.9M
|
5.29K
$2.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$3.87K - $4.51K
|
9
$4.69K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-16.9K- 64.62% |
$7.27M - $8.48M
|
9.27K
$4.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.61% |
$6.44K - $7.51K
|
2.43K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.09K+ 51.69% |
$1.33M - $1.55M
|
9.06K
$4.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-425- 15.52% |
$183K - $213K
|
2.31K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
38+ 2.68% |
$16.3K - $19K
|
1.46K
$760K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
81+ 1.19% |
$34.8K - $40.6K
|
6.88K
$3.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
18+ 2.06% |
$7.73K - $9.02K
|
893
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-79- 9.92% |
$33.9K - $39.6K
|
717
$374K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
78+ 59.54% |
$33.5K - $39.1K
|
209
$109K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
260+ 2.81% |
$112K - $130K
|
9.51K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 1.89% |
$23.2K - $27.1K
|
2.91K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.73K- 1.87% |
$744K - $868K
|
91.1K
$47.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
111+ 4.57% |
$47.7K - $55.6K
|
2.54K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-60- 9.29% |
$25.8K - $30.1K
|
586
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
767+ 4.95% |
$330K - $384K
|
16.3K
$8.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
474+ 5.99% |
$204K - $237K
|
8.39K
$4.37M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
96+ 0.48% |
$41.2K - $48.1K
|
20.1K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-138- 1.33% |
$59.3K - $69.1K
|
10.2K
$5.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-364- 0.86% |
$156K - $182K
|
42.1K
$21.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.09K+ 5.63% |
$1.33M - $1.55M
|
57.9K
$30.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 14.29% |
$37.8K - $44.1K
|
704
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
303+ 3.89% |
$130K - $152K
|
8.1K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
35+ 0.24% |
$15K - $17.5K
|
14.6K
$7.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-133- 1.48% |
$57.1K - $66.6K
|
8.84K
$4.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 1.04% |
$8.16K - $9.52K
|
1.81K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24+ 1.04% |
$10.3K - $12K
|
2.34K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.05% |
$3.44K - $4.01K
|
14.7K
$7.64M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-145- 10.2% |
$62.3K - $72.6K
|
1.28K
$665K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$430 - $501
|
5.43K
$2.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-71- 3.97% |
$30.5K - $35.6K
|
1.72K
$896K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$864K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
70+ 1.53% |
$30.1K - $35.1K
|
4.64K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5- 0.11% |
$2.15K - $2.5K
|
4.69K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 12.59% |
$7.3K - $8.52K
|
118
$61.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
414New |
$178K - $207K
|
414
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.13% |
$430 - $501
|
781
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.89K- 2.24% |
$1.24M - $1.45M
|
126K
$65.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-80- 10.06% |
$34.4K - $40.1K
|
715
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
277+ 3.47% |
$119K - $139K
|
8.25K
$4.3M
|