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 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.43K- 17.99% |
$1.04M - $1.22M
|
11.1K
$5.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.02% |
$6.01K - $7.01K
|
1.36K
$720K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
546+ 8.94% |
$235K - $274K
|
6.66K
$3.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-80- 1.26% |
$34.4K - $40.1K
|
6.25K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
424New |
$182K - $212K
|
424
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
140+ 20.2% |
$60.1K - $70.1K
|
833
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 0.51% |
$10.7K - $12.5K
|
4.86K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-30- 25.0% |
$12.9K - $15K
|
90
$47.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
165+ 0.68% |
$70.9K - $82.7K
|
24.4K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.87K - $4.51K
|
1.11K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
558+ 5.17% |
$240K - $280K
|
11.4K
$5.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
776+ 7.11% |
$333K - $389K
|
11.7K
$6.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-119- 1.71% |
$51.1K - $59.6K
|
6.85K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5+ 0.72% |
$2.15K - $2.5K
|
704
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
7.29K+ 22.21% |
$3.13M - $3.65M
|
40.1K
$21.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-350- 2.55% |
$150K - $175K
|
13.4K
$7.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 9.67% |
$1.9M - $2.21M
|
41.3K
$21.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.3% |
$859 - $1K
|
664
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-236- 7.44% |
$101K - $118K
|
2.94K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.19% |
$430 - $501
|
519
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.35K- 13.76% |
$580K - $676K
|
8.46K
$4.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
56+ 11.29% |
$24.1K - $28.1K
|
552
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-58- 1.05% |
$24.9K - $29.1K
|
5.46K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-81- 5.48% |
$34.8K - $40.6K
|
1.4K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.11K+ 344.41% |
$2.2M - $2.56M
|
6.6K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
53+ 5.94% |
$22.8K - $26.6K
|
946
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
428New |
$184K - $214K
|
428
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-418- 5.4% |
$180K - $209K
|
7.33K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21- 0.38% |
$9.02K - $10.5K
|
5.56K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 4.25% |
$21.5K - $25K
|
1.13K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1- 0.1% |
$430 - $501
|
1.02K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
575+ 23.15% |
$247K - $288K
|
3.06K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-27- 1.65% |
$11.6K - $13.5K
|
1.61K
$849K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-46- 1.18% |
$19.8K - $23K
|
3.87K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 2.21% |
$78.2K - $91.2K
|
8.07K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-6- 1.16% |
$2.58K - $3.01K
|
511
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.73K- 12.0% |
$2.89M - $3.37M
|
49.3K
$26.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
987+ 11.45% |
$424K - $494K
|
9.61K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
299+ 38.33% |
$128K - $150K
|
1.08K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
423+ 3.28% |
$182K - $212K
|
13.3K
$7.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-23- 2.41% |
$9.88K - $11.5K
|
933
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.21% |
$1.72K - $2K
|
1.92K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 8.43% |
$495K - $577K
|
14.8K
$7.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
571New |
$245K - $286K
|
571
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.53K+ 19.8% |
$1.95M - $2.27M
|
27.4K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
309+ 38.48% |
$133K - $155K
|
1.11K
$587K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-668- 2.18% |
$287K - $335K
|
29.9K
$15.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.09KNew |
$466K - $544K
|
1.09K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.06% |
$859 - $1K
|
3.46K
$1.83M
|