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 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
70+ 8.99% |
$34.4K - $37.5K
|
849
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
38+ 3.42% |
$18.7K - $20.4K
|
1.15K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-133- 0.69% |
$65.3K - $71.3K
|
19.1K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 0.26% |
$2.95K - $3.22K
|
2.27K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-10.8K- 50.0% |
$5.33M - $5.82M
|
10.8K
$6.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
534New |
$262K - $286K
|
534
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15- 16.67% |
$7.37K - $8.04K
|
75
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-100- 7.84% |
$49.1K - $53.6K
|
1.18K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.93KNew |
$950K - $1.04M
|
1.93K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-26.9K- 94.51% |
$13.2M - $14.4M
|
1.56K
$897K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
484New |
$238K - $259K
|
484
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.29KNew |
$632K - $690K
|
1.29K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6+ 150.0% |
$2.95K - $3.22K
|
10
$5.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
13.6K+ 83.26% |
$6.69M - $7.3M
|
30K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
1.01KNew |
$496K - $542K
|
1.01K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$20.6K - $22.5K
|
308
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
991New |
$487K - $531K
|
991
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6- 1.21% |
$2.95K - $3.22K
|
491
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
98+ 2.48% |
$48.1K - $52.5K
|
4.05K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-250- 3.38% |
$123K - $134K
|
7.15K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$572K - $625K
|
1.17K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
269New |
$132K - $144K
|
269
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
36KNew |
$17.7M - $19.3M
|
36K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 15.15% |
$49.1K - $53.6K
|
560
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-825- 64.25% |
$405K - $442K
|
459
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
730New |
$359K - $391K
|
730
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
415New |
$204K - $223K
|
415
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 18.28% |
$49.1K - $53.6K
|
447
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.47% |
$1.47K - $1.61K
|
629
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.35KNew |
$3.61M - $3.94M
|
7.35K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
392New |
$193K - $210K
|
392
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 7.68% |
$20.1K - $22K
|
575
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.22KNew |
$1.09M - $1.19M
|
2.22K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 85.71% |
$2.95K - $3.22K
|
13
$7.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
383New |
$188K - $205K
|
383
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
902New |
$443K - $484K
|
902
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
501New |
$246K - $269K
|
501
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 2.72% |
$7.37K - $8.04K
|
566
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
635New |
$312K - $340K
|
635
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
510New |
$251K - $273K
|
510
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-130- 94.89% |
$63.9K - $69.7K
|
7
$4.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.23K- 97.88% |
$1.59M - $1.73M
|
70
$40.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
572New |
$281K - $307K
|
572
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-13- 14.44% |
$6.39K - $6.97K
|
77
$44.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-64- 4.05% |
$31.4K - $34.3K
|
1.52K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
98+ 0.91% |
$48.1K - $52.5K
|
10.9K
$6.24M
|