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 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 5.27% |
$25.3K - $29.6K
|
1.18K
$614K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
73+ 11.18% |
$31.4K - $36.6K
|
726
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-8- 0.84% |
$3.44K - $4.01K
|
950
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
197+ 34.02% |
$84.6K - $98.7K
|
776
$404K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.16K+ 16.97% |
$498K - $581K
|
7.99K
$4.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
49+ 0.33% |
$21.1K - $24.5K
|
14.8K
$7.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
90+ 4.95% |
$38.7K - $45.1K
|
1.91K
$994K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-20- 0.43% |
$8.59K - $10K
|
4.66K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-30- 1.35% |
$12.9K - $15K
|
2.19K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 2.19% |
$11.2K - $13K
|
1.21K
$631K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.29% |
$27.1K - $31.6K
|
22K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-51- 1.56% |
$21.9K - $25.6K
|
3.22K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10.4KNew |
$4.46M - $5.2M
|
10.4K
$5.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4K+ 261.1% |
$1.72M - $2M
|
5.53K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-445- 2.04% |
$191K - $223K
|
21.4K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
19+ 1.63% |
$8.16K - $9.52K
|
1.19K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
171+ 3.08% |
$73.5K - $85.7K
|
5.72K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
222+ 2.19% |
$95.4K - $111K
|
10.3K
$5.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.06% |
$430 - $501
|
1.65K
$860K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-477- 0.87% |
$205K - $239K
|
54.1K
$28.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
50+ 1.8% |
$21.5K - $25K
|
2.83K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
507New |
$218K - $254K
|
507
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
226+ 10.09% |
$97.1K - $113K
|
2.47K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.72K - $2K
|
4.05K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
427+ 5.59% |
$183K - $214K
|
8.06K
$4.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
92+ 1.7% |
$39.5K - $46.1K
|
5.5K
$2.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34- 0.18% |
$14.6K - $17K
|
19.1K
$9.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$430 - $501
|
832
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 3.03% |
$2.15K - $2.5K
|
170
$88.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
409New |
$176K - $205K
|
409
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
56+ 0.05% |
$24.1K - $28.1K
|
103K
$53.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
96+ 3.23% |
$41.2K - $48.1K
|
3.07K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-58- 0.18% |
$24.9K - $29.1K
|
31.3K
$16.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
628+ 0.99% |
$270K - $315K
|
64.2K
$33.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-214- 2.56% |
$91.9K - $107K
|
8.16K
$4.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 12.02% |
$41.2K - $48.1K
|
895
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 12.01% |
$70.9K - $82.7K
|
1.54K
$802K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.27% |
$9.02K - $10.5K
|
1.68K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 3.55% |
$22.8K - $26.6K
|
1.55K
$806K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
421New |
$181K - $211K
|
421
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
624+ 4.44% |
$268K - $313K
|
14.7K
$7.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-236- 0.71% |
$101K - $118K
|
33.2K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-660- 52.8% |
$284K - $331K
|
590
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-13- 1.44% |
$5.58K - $6.51K
|
888
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8+ 0.29% |
$3.44K - $4.01K
|
2.77K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.41K- 9.99% |
$604K - $705K
|
12.7K
$6.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
89+ 13.53% |
$38.2K - $44.6K
|
747
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
128+ 5.3% |
$55K - $64.1K
|
2.54K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.95K- 13.49% |
$836K - $975K
|
12.5K
$6.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.53K+ 138.64% |
$658K - $768K
|
2.64K
$1.37M
|