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 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
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-45- 91.84% |
$19.3K - $22.5K
|
4
$2.11K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.12KNew |
$482K - $562K
|
1.12K
$592K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-55- 0.95% |
$23.6K - $27.6K
|
5.73K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 58.82% |
$4.3K - $5.01K
|
7
$3.7K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-85- 1.52% |
$36.5K - $42.6K
|
5.5K
$2.91M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-195- 31.35% |
$83.8K - $97.7K
|
427
$225K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49+ 28.32% |
$21.1K - $24.5K
|
222
$117K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
44+ 4.68% |
$18.9K - $22K
|
984
$520K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
50+ 3.22% |
$21.5K - $25K
|
1.61K
$848K
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
39+ 7.49% |
$16.8K - $19.5K
|
560
$296K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-29.4K- 87.84% |
$12.6M - $14.7M
|
4.07K
$2.15M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-135- 3.96% |
$58K - $67.6K
|
3.27K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.8% |
$547K - $638K
|
46.8K
$24.7M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
443New |
$190K - $222K
|
443
$234K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
435New |
$187K - $218K
|
435
$230K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-465- 11.4% |
$200K - $233K
|
3.62K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
437New |
$188K - $219K
|
437
$231K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.24% |
$1.29K - $1.5K
|
1.24K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
707New |
$304K - $354K
|
707
$373K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
58+ 0.28% |
$24.9K - $29.1K
|
20.6K
$10.9M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
233+ 39.09% |
$100K - $117K
|
829
$438K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
101+ 2.25% |
$43.4K - $50.6K
|
4.58K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-93.6K- 4.58% |
$40.2M - $46.9M
|
1.95M
$1.03B
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
156+ 2.76% |
$67K - $78.2K
|
5.82K
$3.07M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
229+ 9.85% |
$98.4K - $115K
|
2.55K
$1.35M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-283- 24.82% |
$122K - $142K
|
857
$453K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-17- 1.25% |
$7.3K - $8.52K
|
1.35K
$711K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-45- 2.79% |
$19.3K - $22.5K
|
1.57K
$827K
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
36+ 0.38% |
$15.5K - $18K
|
9.53K
$5.03M
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-160- 8.04% |
$68.7K - $80.2K
|
1.83K
$966K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
541+ 3.31% |
$232K - $271K
|
16.9K
$8.91M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 0.61% |
$2.58K - $3.01K
|
981
$518K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 5.83% |
$4.87M - $5.68M
|
206K
$109M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-75- 11.09% |
$32.2K - $37.6K
|
601
$317K
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
395+ 13.96% |
$170K - $198K
|
3.23K
$1.7M
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5- 0.39% |
$2.15K - $2.5K
|
1.29K
$679K
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
146+ 0.57% |
$62.7K - $73.1K
|
25.6K
$13.5M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 14.34% |
$74.3K - $86.7K
|
1.38K
$728K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-7- 1.46% |
$3.01K - $3.51K
|
473
$250K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-439- 0.47% |
$189K - $220K
|
93.3K
$49.3M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
845+ 5633.33% |
$363K - $423K
|
860
$454K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
912New |
$392K - $457K
|
912
$482K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
11K+ 43.58% |
$4.71M - $5.5M
|
36.1K
$19.1M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.62% |
$25.8K - $30.1K
|
1.72K
$907K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-63- 3.55% |
$27.1K - $31.6K
|
1.71K
$905K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
456+ 1.94% |
$196K - $228K
|
24K
$12.7M
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-17- 3.04% |
$7.3K - $8.52K
|
543
$287K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
768+ 25.14% |
$330K - $385K
|
3.82K
$2.02M
|