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 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
11+ 1.56% |
$5.55K - $6.34K
|
718
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-126- 3.07% |
$63.6K - $72.6K
|
3.98K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
26+ 4.74% |
$13.1K - $15K
|
575
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 7.69% |
$10.1K - $11.5K
|
240
$138K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
1+ 0.08% |
$505 - $576
|
1.33K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-148- 4.65% |
$74.7K - $85.3K
|
3.04K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
129+ 2.82% |
$65.1K - $74.3K
|
4.7K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
12.7KNew |
$6.39M - $7.3M
|
12.7K
$7.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-398- 51.76% |
$201K - $229K
|
371
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.6K+ 100.14% |
$13.9M - $15.9M
|
55.2K
$31.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
26.6K+ 6956.4% |
$13.4M - $15.4M
|
27K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
70+ 0.44% |
$35.3K - $40.3K
|
15.8K
$9.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-95- 2.08% |
$47.9K - $54.7K
|
4.47K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-10- 1.93% |
$5.05K - $5.76K
|
508
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
629+ 4.56% |
$317K - $362K
|
14.4K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.41% |
$3.53K - $4.03K
|
1.69K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-90- 7.54% |
$45.4K - $51.9K
|
1.1K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165New |
$83.3K - $95.1K
|
165
$94.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
134+ 11.95% |
$67.6K - $77.2K
|
1.26K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
30+ 0.21% |
$15.1K - $17.3K
|
14.3K
$8.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-999- 1.76% |
$504K - $576K
|
55.7K
$32M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
20.1K+ 547.11% |
$10.1M - $11.6M
|
23.7K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4+ 0.18% |
$2.02K - $2.31K
|
2.23K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.77% |
$5.05K - $5.76K
|
371
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$505 - $576
|
611
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-336- 39.02% |
$170K - $194K
|
525
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-298- 2.76% |
$150K - $172K
|
10.5K
$6.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-50- 3.96% |
$25.2K - $28.8K
|
1.21K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-33- 7.48% |
$16.7K - $19K
|
408
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
379New |
$191K - $218K
|
379
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-29- 2.86% |
$14.6K - $16.7K
|
985
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-175- 27.91% |
$88.3K - $101K
|
452
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
446New |
$225K - $257K
|
446
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
273+ 12.25% |
$138K - $157K
|
2.5K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250New |
$126K - $144K
|
250
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.88KNew |
$947K - $1.08M
|
1.88K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-20- 4.6% |
$10.1K - $11.5K
|
415
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
27+ 1.57% |
$13.6K - $15.6K
|
1.74K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1- 0.15% |
$505 - $576
|
672
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.47K- 24.76% |
$1.24M - $1.42M
|
7.49K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 9.42% |
$37.9K - $43.2K
|
871
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 6.2% |
$12.6K - $14.4K
|
378
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1K+ 125.0% |
$505K - $576K
|
1.8K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-30- 1.24% |
$15.1K - $17.3K
|
2.4K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
209+ 4.39% |
$105K - $120K
|
4.97K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10New |
$5.05K - $5.76K
|
10
$5.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
21+ 2.75% |
$10.6K - $12.1K
|
786
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
44New |
$22.2K - $25.4K
|
44
$25.3K
|