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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
42+ 0.56% |
$21.2K - $24.2K
|
7.59K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 6.45% |
$25.2K - $28.8K
|
725
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.54% |
$505K - $576K
|
38.3K
$22M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
104+ 495.24% |
$52.5K - $59.9K
|
125
$71.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.15% |
$1.01K - $1.15K
|
1.3K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
490+ 23.33% |
$247K - $282K
|
2.59K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1K- 33.33% |
$505K - $576K
|
2K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
929+ 0.38% |
$469K - $535K
|
247K
$142M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 3.88% |
$27.3K - $31.1K
|
1.34K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-33- 5.42% |
$16.7K - $19K
|
576
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-263- 91.0% |
$133K - $152K
|
26
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
87New |
$43.9K - $50.1K
|
87
$50K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
126+ 12.49% |
$63.6K - $72.6K
|
1.14K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.32% |
$2.02K - $2.31K
|
1.24K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-327- 2.92% |
$165K - $188K
|
10.9K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-423- 4.29% |
$213K - $244K
|
9.45K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$5.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
122+ 5.21% |
$61.6K - $70.3K
|
2.47K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
78+ 16.49% |
$39.4K - $45K
|
551
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14+ 2.62% |
$7.07K - $8.07K
|
549
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
275+ 50.0% |
$139K - $158K
|
825
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
471+ 2.96% |
$238K - $271K
|
16.4K
$9.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-25- 6.25% |
$12.6K - $14.4K
|
375
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-17- 1.17% |
$8.58K - $9.8K
|
1.44K
$828K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
28New |
$14.1K - $16.1K
|
28
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 4.78% |
$21.7K - $24.8K
|
942
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 1.1% |
$6.56K - $7.49K
|
1.17K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
450+ 3.62% |
$227K - $259K
|
12.9K
$7.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.2% |
$505 - $576
|
506
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
416New |
$210K - $240K
|
416
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 0.51% |
$32.3K - $36.9K
|
12.5K
$7.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100+ 25.38% |
$50.5K - $57.6K
|
494
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 3.23% |
$13.6K - $15.6K
|
808
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-260- 0.37% |
$131K - $150K
|
70K
$40.2M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$20.2K - $23.1K
|
40
$23K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-100- 2.7% |
$50.5K - $57.6K
|
3.6K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
39+ 8.57% |
$19.7K - $22.5K
|
494
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 0.06% |
$505 - $576
|
1.8K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-8- 1.65% |
$4.04K - $4.61K
|
478
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 17.46% |
$5.55K - $6.34K
|
74
$42.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9New |
$4.54K - $5.19K
|
9
$5.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
3.64K+ 5.54% |
$1.84M - $2.1M
|
69.3K
$39.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.59K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-39- 2.07% |
$19.7K - $22.5K
|
1.84K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-123- 8.24% |
$62.1K - $70.9K
|
1.37K
$787K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
189New |
$95.4K - $109K
|
189
$109K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8KNew |
$4.04M - $4.61M
|
8K
$4.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.3K+ 47.41% |
$656K - $749K
|
4.04K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3- 0.36% |
$1.51K - $1.73K
|
832
$478K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 3.65% |
$9.59K - $10.9K
|
540
$310K
|