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 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 5.38% |
$2.55K - $2.99K
|
137
$71.4K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.64% |
$6.92K - $8.1K
|
1.18K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.08K- 24.24% |
$393K - $460K
|
3.37K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$14.9K - $17.5K
|
41
$21.4K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$364 - $427
|
1.03K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.22% |
$7.65K - $8.96K
|
1.69K
$883K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
78New |
$28.4K - $33.3K
|
78
$40.6K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
49New |
$17.8K - $20.9K
|
49
$25.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-1.85K- 7.68% |
$674K - $789K
|
22.2K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.27K+ 35.28% |
$1.92M - $2.25M
|
20.2K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 9.5% |
$146K - $171K
|
3.81K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.94K- 11.35% |
$1.07M - $1.26M
|
23K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-75- 2.19% |
$27.3K - $32K
|
3.35K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-110K- 63.31% |
$40.1M - $46.9M
|
63.8K
$33.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-50- 8.85% |
$18.2K - $21.3K
|
515
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
53+ 3.72% |
$19.3K - $22.6K
|
1.48K
$771K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$182K - $213K
|
500
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-35- 0.5% |
$12.7K - $14.9K
|
6.93K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16New |
$5.83K - $6.82K
|
16
$8.34K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
125+ 9.85% |
$45.5K - $53.3K
|
1.39K
$726K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-92- 5.17% |
$33.5K - $39.2K
|
1.69K
$880K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.04K- 44.68% |
$379K - $444K
|
1.29K
$672K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
800+ 7.74% |
$291K - $341K
|
11.1K
$5.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
95+ 17.96% |
$34.6K - $40.5K
|
624
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
496New |
$181K - $212K
|
496
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
501New |
$182K - $214K
|
501
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
484New |
$176K - $206K
|
484
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
500New |
$182K - $213K
|
500
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-395- 31.18% |
$144K - $168K
|
872
$454K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-44- 2.46% |
$16K - $18.8K
|
1.74K
$908K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$111K - $130K
|
305
$159K
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.9K+ 63.33% |
$692K - $810K
|
4.9K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
100+ 8.81% |
$36.4K - $42.7K
|
1.24K
$644K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
47+ 6.72% |
$17.1K - $20K
|
746
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
578New |
$210K - $247K
|
578
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-22- 1.25% |
$8.01K - $9.38K
|
1.74K
$905K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
153+ 14.17% |
$55.7K - $65.3K
|
1.23K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
498New |
$181K - $212K
|
498
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
592New |
$216K - $252K
|
592
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-47- 3.25% |
$17.1K - $20K
|
1.4K
$730K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$12.7K - $14.9K
|
35
$18.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16+ 2.4% |
$5.83K - $6.82K
|
682
$355K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-56- 6.12% |
$20.4K - $23.9K
|
859
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.28K
|
4.91K
$2.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2New |
$728 - $853
|
2
$1.04K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 11.11% |
$36.4K - $42.7K
|
800
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-164- 12.06% |
$59.7K - $69.9K
|
1.2K
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$13.1K - $15.4K
|
36
$18.8K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 3.67% |
$9.1K - $10.7K
|
657
$342K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-11- 45.83% |
$4K - $4.69K
|
13
$6.77K
|