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 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-597- 0.9% |
$256K - $299K
|
65.9K
$34.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-853- 4.34% |
$366K - $427K
|
18.8K
$9.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
115+ 4.1% |
$49.4K - $57.6K
|
2.92K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-14- 0.2% |
$6.01K - $7.01K
|
7.16K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
600+ 72.55% |
$258K - $301K
|
1.43K
$754K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-112- 3.49% |
$48.1K - $56.1K
|
3.1K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
418New |
$180K - $209K
|
418
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
647New |
$278K - $324K
|
647
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-700- 1.72% |
$301K - $351K
|
40.1K
$21.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 4.37% |
$13.7K - $16K
|
765
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$859 - $1K
|
5.34K
$2.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
47+ 3.6% |
$20.2K - $23.5K
|
1.35K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2- 0.04% |
$859 - $1K
|
4.6K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
571+ 13.3% |
$245K - $286K
|
4.86K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
587New |
$252K - $294K
|
587
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 3.1% |
$10.7K - $12.5K
|
832
$439K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
261+ 2.13% |
$112K - $131K
|
12.5K
$6.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
392+ 8.91% |
$168K - $196K
|
4.79K
$2.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-303- 42.26% |
$130K - $152K
|
414
$219K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
897+ 10.1% |
$385K - $449K
|
9.78K
$5.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
64+ 1.4% |
$27.5K - $32.1K
|
4.63K
$2.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
219+ 22.6% |
$94.1K - $110K
|
1.19K
$627K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.7K- 81.75% |
$10.2M - $11.9M
|
5.29K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.61% |
$6.44K - $7.51K
|
2.43K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
111+ 4.57% |
$47.7K - $55.6K
|
2.54K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-60- 9.29% |
$25.8K - $30.1K
|
586
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-364- 0.86% |
$156K - $182K
|
42.1K
$22.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.09K+ 5.63% |
$1.33M - $1.55M
|
57.9K
$30.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 14.29% |
$37.8K - $44.1K
|
704
$372K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.05% |
$3.44K - $4.01K
|
14.7K
$7.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-71- 3.97% |
$30.5K - $35.6K
|
1.72K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$876K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 12.59% |
$7.3K - $8.52K
|
118
$62.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
414New |
$178K - $207K
|
414
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.13% |
$430 - $501
|
781
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
73+ 11.18% |
$31.4K - $36.6K
|
726
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-8- 0.84% |
$3.44K - $4.01K
|
950
$502K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
197+ 34.02% |
$84.6K - $98.7K
|
776
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10.4KNew |
$4.46M - $5.2M
|
10.4K
$5.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4K+ 261.1% |
$1.72M - $2M
|
5.53K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
19+ 1.63% |
$8.16K - $9.52K
|
1.19K
$627K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
222+ 2.19% |
$95.4K - $111K
|
10.3K
$5.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
507New |
$218K - $254K
|
507
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
427+ 5.59% |
$183K - $214K
|
8.06K
$4.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$430 - $501
|
832
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
409New |
$176K - $205K
|
409
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.27% |
$9.02K - $10.5K
|
1.68K
$886K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
421New |
$181K - $211K
|
421
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-660- 52.8% |
$284K - $331K
|
590
$312K
|