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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7+ 0.15% |
$3.01K - $3.51K
|
4.72K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
77+ 3.57% |
$33.1K - $38.6K
|
2.24K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
289+ 7.35% |
$124K - $145K
|
4.22K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
79New |
$33.9K - $39.6K
|
79
$41.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.31% |
$448K - $522K
|
80.6K
$42M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-722- 27.04% |
$310K - $362K
|
1.95K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
319+ 6.42% |
$137K - $160K
|
5.29K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-110- 10.51% |
$47.3K - $55.1K
|
937
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-33- 4.98% |
$14.2K - $16.5K
|
629
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
458+ 2.07% |
$197K - $229K
|
22.6K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-15- 0.77% |
$6.44K - $7.51K
|
1.94K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
185+ 0.68% |
$79.5K - $92.7K
|
27.5K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-24- 0.45% |
$10.3K - $12K
|
5.37K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.68K- 23.11% |
$721K - $841K
|
5.59K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14- 6.83% |
$6.01K - $7.01K
|
191
$99.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.65K- 0.4% |
$709K - $827K
|
412K
$215M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
46+ 0.62% |
$19.8K - $23K
|
7.44K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.1K+ 16.32% |
$7.77M - $9.06M
|
129K
$67.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
745+ 5.49% |
$320K - $373K
|
14.3K
$7.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-782- 7.45% |
$336K - $392K
|
9.72K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-38- 3.21% |
$16.3K - $19K
|
1.14K
$596K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
98+ 2.61% |
$42.1K - $49.1K
|
3.85K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
778+ 77.41% |
$334K - $390K
|
1.78K
$929K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-69- 0.71% |
$29.6K - $34.6K
|
9.6K
$5M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-29.5K- 96.89% |
$12.7M - $14.8M
|
946
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$53.7K - $62.6K
|
125
$65.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
440New |
$189K - $220K
|
440
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 1.49% |
$11.6K - $13.5K
|
1.83K
$956K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-99- 1.09% |
$42.5K - $49.6K
|
9K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 6.41% |
$21.5K - $25K
|
730
$380K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
998New |
$429K - $500K
|
998
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
444+ 4.49% |
$191K - $222K
|
10.3K
$5.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
39+ 2.64% |
$16.8K - $19.5K
|
1.52K
$791K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
40+ 6.46% |
$17.2K - $20K
|
659
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
155+ 1.01% |
$66.6K - $77.7K
|
15.6K
$8.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.22K- 0.94% |
$1.81M - $2.11M
|
445K
$232M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60+ 12.82% |
$25.8K - $30.1K
|
528
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.06K- 1.82% |
$453K - $529K
|
56.9K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 2.43% |
$5.16K - $6.01K
|
506
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.49KNew |
$1.93M - $2.25M
|
4.49K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
384+ 23.37% |
$165K - $192K
|
2.03K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.28KNew |
$552K - $643K
|
1.28K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-526- 16.38% |
$226K - $264K
|
2.69K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.38K- 2.9% |
$592K - $691K
|
46.1K
$24M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
225+ 11.6% |
$96.7K - $113K
|
2.16K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.04% |
$15.5K - $18K
|
87.8K
$45.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-60- 0.33% |
$25.8K - $30.1K
|
17.9K
$9.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-65- 1.2% |
$27.9K - $32.6K
|
5.33K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
412New |
$177K - $206K
|
412
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-358- 6.47% |
$154K - $179K
|
5.17K
$2.7M
|