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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
17+ 1.89% |
$7.5K - $8.15K
|
917
$475K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
245+ 2.48% |
$108K - $117K
|
10.1K
$5.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$441 - $479
|
878
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$441 - $479
|
2.4K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
49.1K+ 10.8% |
$21.6M - $23.5M
|
503K
$261M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
748+ 1.25% |
$330K - $359K
|
60.5K
$31.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-761- 43.14% |
$336K - $365K
|
1K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
55+ 2.71% |
$24.3K - $26.4K
|
2.08K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.13K+ 2.03% |
$497K - $540K
|
56.6K
$29.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
85+ 16.63% |
$37.5K - $40.8K
|
596
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-32- 1.18% |
$14.1K - $15.3K
|
2.69K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.34% |
$2.21K - $2.4K
|
1.48K
$769K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
165+ 173.68% |
$72.8K - $79.1K
|
260
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.28K+ 51.38% |
$565K - $615K
|
3.78K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29K+ 18.24% |
$567K - $616K
|
8.33K
$4.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-154- 16.9% |
$67.9K - $73.8K
|
757
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-800- 50.0% |
$353K - $384K
|
800
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 4.57% |
$11K - $12K
|
572
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-203- 3.55% |
$89.5K - $97.3K
|
5.51K
$2.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-153- 1.69% |
$67.5K - $73.4K
|
8.9K
$4.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 3.75% |
$7.5K - $8.15K
|
470
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1+ 0.09% |
$441 - $479
|
1.08K
$557K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
945New |
$417K - $453K
|
945
$489K
|
|
|
Aug 01, 2024
Q2 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
16.2K+ 20.25% |
$7.13M - $7.75M
|
96.1K
$49.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-348- 0.71% |
$154K - $167K
|
48.6K
$25.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
302+ 0.49% |
$133K - $145K
|
61.6K
$31.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Cypress Funds LLC
|
SELL
|
- |
-14.2K- 13.15% |
$6.24M - $6.79M
|
93.5K
$48.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$441 - $479
|
1.56K
$810K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-50- 1.89% |
$22.1K - $24K
|
2.59K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Oakmont Corp
|
BUY
|
- |
12K+ 9.73% |
$5.28M - $5.74M
|
135K
$70M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
215+ 2.18% |
$94.8K - $103K
|
10.1K
$5.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
537+ 18.11% |
$237K - $257K
|
3.5K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
980New |
$432K - $470K
|
980
$508K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-100- 10.08% |
$44.1K - $47.9K
|
892
$462K
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-43- 0.23% |
$19K - $20.6K
|
18.5K
$9.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-438- 7.73% |
$193K - $210K
|
5.23K
$2.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
18+ 0.14% |
$7.94K - $8.63K
|
12.5K
$6.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 1.45% |
$7.5K - $8.15K
|
1.19K
$615K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
51+ 2.64% |
$22.5K - $24.5K
|
1.98K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 8.85% |
$7.5K - $8.15K
|
209
$108K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
179+ 41.24% |
$79K - $85.8K
|
613
$318K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.4K- 0.85% |
$6.35M - $6.9M
|
1.68M
$869M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.05K+ 8.63% |
$3.11M - $3.38M
|
88.7K
$45.9M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-623- 0.67% |
$275K - $299K
|
92.4K
$47.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.08K+ 25.0% |
$476K - $518K
|
5.4K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
482New |
$213K - $231K
|
482
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.54K- 1.93% |
$1.12M - $1.22M
|
129K
$66.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-402- 5.02% |
$177K - $193K
|
7.61K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.42K- 4.75% |
$1.51M - $1.64M
|
68.4K
$35.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-27- 2.3% |
$11.9K - $12.9K
|
1.15K
$595K
|