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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11New |
$4K - $4.69K
|
11
$5.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$710K - $832K
|
1.95K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2- 0.1% |
$728 - $853
|
1.96K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-1.88K- 0.24% |
$683K - $800K
|
779K
$406M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
50+ 1.35% |
$18.2K - $21.3K
|
3.75K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
232+ 9.38% |
$84.5K - $99K
|
2.71K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-32- 4.61% |
$11.7K - $13.6K
|
662
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-69- 4.84% |
$25.1K - $29.4K
|
1.36K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$4.18M - $4.9M
|
11.5K
$5.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.13% |
$728 - $853
|
1.51K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-10K- 4.69% |
$3.64M - $4.27M
|
203K
$106M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
3.47K+ 46.99% |
$1.26M - $1.48M
|
10.8K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
29New |
$10.6K - $12.4K
|
29
$15.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.87K- 53.13% |
$1.05M - $1.22M
|
2.53K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$2.55K - $2.99K
|
7
$3.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
640New |
$233K - $273K
|
640
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
47+ 6.42% |
$17.1K - $20K
|
779
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
40.7KNew |
$14.8M - $17.4M
|
40.7K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.79KNew |
$1.02M - $1.19M
|
2.79K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
200+ 2.56% |
$72.8K - $85.3K
|
8K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
515New |
$188K - $220K
|
515
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
660New |
$240K - $281K
|
660
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-106- 32.12% |
$38.6K - $45.2K
|
224
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1+ 0.01% |
$364 - $427
|
8.51K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-1.5K- 0.36% |
$546K - $640K
|
419K
$219M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.36KNew |
$859K - $1.01M
|
2.36K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-16.2K- 65.1% |
$5.91M - $6.92M
|
8.7K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.77K- 52.13% |
$646K - $756K
|
1.63K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.07% |
$728 - $853
|
3.04K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-50- 8.33% |
$18.2K - $21.3K
|
550
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.47K- 9.97% |
$1.26M - $1.48M
|
31.4K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-143- 4.26% |
$52.1K - $61K
|
3.22K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-360- 2.6% |
$131K - $154K
|
13.5K
$7.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37New |
$13.5K - $15.8K
|
37
$19.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-114K- 56.08% |
$41.6M - $48.7M
|
89.4K
$46.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
3+ 0.23% |
$1.09K - $1.28K
|
1.33K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$14.6K - $17.1K
|
40
$20.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$364 - $427
|
1.71K
$891K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7New |
$2.55K - $2.99K
|
7
$3.65K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
4.08KNew |
$1.48M - $1.74M
|
4.08K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
168+ 8.71% |
$61.2K - $71.7K
|
2.1K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
340New |
$124K - $145K
|
340
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$8.37K - $9.81K
|
23
$12K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-849- 2.77% |
$309K - $362K
|
29.8K
$15.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.8K- 98.85% |
$655K - $767K
|
21
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-6- 1.13% |
$2.18K - $2.56K
|
524
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
589New |
$214K - $251K
|
589
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-29- 1.3% |
$10.6K - $12.4K
|
2.21K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
385+ 1.78% |
$140K - $164K
|
22K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-49.6K- 48.2% |
$18.1M - $21.2M
|
53.3K
$27.8M
|