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 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
22+ 4.44% |
$9.45K - $11K
|
517
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
439New |
$189K - $220K
|
439
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 31.34% |
$630K - $734K
|
6.14K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 4.8% |
$53.3K - $62.1K
|
2.71K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-63- 4.63% |
$27.1K - $31.6K
|
1.3K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8- 0.63% |
$3.44K - $4.01K
|
1.26K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 0.49% |
$5.16K - $6.01K
|
2.44K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
321+ 22.17% |
$138K - $161K
|
1.77K
$934K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.78K- 36.69% |
$1.19M - $1.39M
|
4.8K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.21K- 6.61% |
$518K - $604K
|
17K
$9M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-26- 2.87% |
$11.2K - $13K
|
880
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
15+ 0.25% |
$6.44K - $7.51K
|
5.98K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
64+ 2.47% |
$27.5K - $32.1K
|
2.66K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
124+ 0.58% |
$53.3K - $62.1K
|
21.5K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-166- 3.98% |
$71.3K - $83.2K
|
4.01K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
288+ 32.69% |
$124K - $144K
|
1.17K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.98K+ 62.7% |
$1.71M - $1.99M
|
10.3K
$5.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-40- 0.7% |
$17.2K - $20K
|
5.67K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
34+ 1.15% |
$14.6K - $17K
|
2.99K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 2.91% |
$13.1M - $15.3M
|
1.08M
$571M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-337- 2.57% |
$145K - $169K
|
12.8K
$6.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.08K- 74.99% |
$2.18M - $2.54M
|
1.69K
$894K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.37K- 4.54% |
$2.74M - $3.19M
|
134K
$70.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-98- 3.33% |
$42.1K - $49.1K
|
2.85K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$8.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-260- 9.94% |
$112K - $130K
|
2.36K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.31K+ 18.86% |
$992K - $1.16M
|
14.6K
$7.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 4.8% |
$9.88K - $11.5K
|
502
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-48- 2.8% |
$20.6K - $24K
|
1.67K
$879K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
452+ 6.5% |
$194K - $226K
|
7.4K
$3.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 5.58% |
$40K - $46.6K
|
1.76K
$929K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.12% |
$2.15K - $2.5K
|
4.04K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.36K+ 5.81% |
$2.3M - $2.68M
|
97.5K
$51.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
17+ 2.44% |
$7.3K - $8.52K
|
714
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.31K+ 9.56% |
$564K - $658K
|
15.1K
$7.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81+ 4.14% |
$34.8K - $40.6K
|
2.04K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.79K- 1.34% |
$769K - $897K
|
132K
$69.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-204- 6.39% |
$87.6K - $102K
|
2.99K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-17- 2.79% |
$7.3K - $8.52K
|
593
$313K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 0.09% |
$14.6K - $17K
|
39.8K
$21M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-383- 9.28% |
$165K - $192K
|
3.75K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.08K- 63.79% |
$893K - $1.04M
|
1.18K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8- 0.02% |
$3.44K - $4.01K
|
33.1K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 2.08% |
$21.5K - $25K
|
2.45K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-23- 0.27% |
$9.88K - $11.5K
|
8.36K
$4.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.89K- 5.52% |
$812K - $947K
|
32.3K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.81% |
$14.6K - $17K
|
4.23K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
71+ 0.66% |
$30.5K - $35.6K
|
10.8K
$5.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
441New |
$189K - $221K
|
441
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 8.06% |
$215K - $250K
|
5.7K
$3.01M
|