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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.11% |
$491 - $536
|
877
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 0.15% |
$29.5K - $32.2K
|
39.5K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-26- 6.31% |
$12.8K - $13.9K
|
386
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.52K+ 27.78% |
$1.24M - $1.35M
|
11.6K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
39+ 3.25% |
$19.2K - $20.9K
|
1.24K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$15.2M - $16.6M
|
30.9K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.5KNew |
$1.72M - $1.87M
|
3.5K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-18- 2.49% |
$8.84K - $9.65K
|
705
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
445+ 15.08% |
$219K - $239K
|
3.4K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
201+ 0.89% |
$98.8K - $108K
|
22.8K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
151+ 2.12% |
$74.2K - $81K
|
7.29K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
286+ 4.52% |
$141K - $153K
|
6.61K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22+ 0.68% |
$10.8K - $11.8K
|
3.24K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-396- 79.04% |
$195K - $212K
|
105
$55.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
59.4KNew |
$29.2M - $31.9M
|
59.4K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
200+ 5.74% |
$98.3K - $107K
|
3.69K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
35+ 0.75% |
$17.2K - $18.8K
|
4.69K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-42- 1.26% |
$20.6K - $22.5K
|
3.3K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-44- 4.02% |
$21.6K - $23.6K
|
1.05K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-13- 1.46% |
$6.39K - $6.97K
|
880
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.43K+ 26.44% |
$2.18M - $2.38M
|
21.2K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
787+ 73.07% |
$387K - $422K
|
1.86K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-390- 1.6% |
$192K - $209K
|
23.9K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-40- 0.09% |
$19.7K - $21.4K
|
44.2K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1K- 29.85% |
$491K - $536K
|
2.35K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 3.54% |
$11.3K - $12.3K
|
627
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
494+ 8.09% |
$243K - $265K
|
6.6K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-16- 0.33% |
$7.86K - $8.58K
|
4.87K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-84- 1.33% |
$41.3K - $45K
|
6.25K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
414New |
$203K - $222K
|
414
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
34+ 4.32% |
$16.7K - $18.2K
|
821
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
301K+ 580.0% |
$148M - $162M
|
353K
$185M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-604- 5.2% |
$297K - $324K
|
11K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
390New |
$192K - $209K
|
390
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-59- 1.36% |
$29K - $31.6K
|
4.28K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10+ 0.01% |
$4.91K - $5.36K
|
91.1K
$47.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10K- 37.31% |
$4.91M - $5.36M
|
16.8K
$8.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-146- 1.68% |
$71.7K - $78.3K
|
8.55K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.3% |
$29K - $31.6K
|
4.59K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6+ 0.78% |
$2.95K - $3.22K
|
772
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 18.07% |
$1.75M - $1.91M
|
23.2K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
498+ 0.83% |
$245K - $267K
|
60.6K
$31.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.54K+ 53.22% |
$1.74M - $1.9M
|
10.2K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-40- 7.86% |
$19.7K - $21.4K
|
469
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.95% |
$12.8K - $13.9K
|
2.76K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12+ 2.23% |
$5.9K - $6.43K
|
551
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
81+ 0.2% |
$39.8K - $43.4K
|
39.9K
$20.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-48- 3.33% |
$23.6K - $25.7K
|
1.39K
$731K
|