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 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-3.7K- 8.46% |
$1.06M - $1.34M
|
40K
$20.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
622New |
$178K - $225K
|
622
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2.97K- 12.91% |
$850K - $1.07M
|
20K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
631New |
$180K - $228K
|
631
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
231New |
$66.1K - $83.4K
|
231
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-598- 1.25% |
$171K - $216K
|
47.1K
$24.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
3.8K+ 9.97% |
$1.09M - $1.37M
|
41.9K
$21.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6+ 0.61% |
$1.72K - $2.17K
|
982
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
928New |
$265K - $335K
|
928
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.4K- 12.22% |
$1.54M - $1.95M
|
38.8K
$20.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.4% |
$286 - $361
|
254
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
C World Wide Group Holding A
|
SELL
|
- |
-2.76K- 59.73% |
$788K - $995K
|
1.86K
$968K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
632New |
$181K - $228K
|
632
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
300+ 10.0% |
$85.8K - $108K
|
3.3K
$1.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-116- 2.84% |
$33.2K - $41.9K
|
3.97K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
768+ 5.4% |
$220K - $277K
|
15K
$7.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
32New |
$9.15K - $11.6K
|
32
$16.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4+ 0.87% |
$1.14K - $1.44K
|
465
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.25K- 43.78% |
$358K - $451K
|
1.61K
$836K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
628New |
$180K - $227K
|
628
$327K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-274- 4.54% |
$78.4K - $99K
|
5.76K
$3M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-150- 42.25% |
$42.9K - $54.2K
|
205
$107K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
677+ 197.38% |
$194K - $245K
|
1.02K
$532K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-308- 33.51% |
$88.1K - $111K
|
611
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
291+ 9.82% |
$83.2K - $105K
|
3.25K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-197- 11.53% |
$56.4K - $71.2K
|
1.51K
$788K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 23.61% |
$1.42M - $1.8M
|
16.1K
$8.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
75+ 1.0% |
$21.5K - $27.1K
|
7.56K
$3.94M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
600New |
$172K - $217K
|
600
$313K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
596New |
$170K - $215K
|
596
$311K
|
|
|
Jan 26, 2023
Q4 2022
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.5K- 18.75% |
$429K - $542K
|
6.5K
$3.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-360- 15.96% |
$103K - $130K
|
1.9K
$988K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
20+ 1.03% |
$5.72K - $7.22K
|
1.95K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9+ 0.74% |
$2.57K - $3.25K
|
1.22K
$635K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4- 0.09% |
$1.14K - $1.44K
|
4.64K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
602New |
$172K - $217K
|
602
$314K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
689New |
$197K - $249K
|
689
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$8.01K - $10.1K
|
28
$14.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-85- 1.52% |
$24.3K - $30.7K
|
5.5K
$2.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
79+ 6.18% |
$22.6K - $28.5K
|
1.36K
$708K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-811- 2.28% |
$232K - $293K
|
34.8K
$18.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-14.7K- 8.52% |
$4.21M - $5.32M
|
158K
$82.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
40New |
$11.4K - $14.4K
|
40
$20.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
528New |
$151K - $191K
|
528
$275K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
CALL |
300New |
$85.8K - $108K
|
300
$156K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.52KNew |
$721K - $911K
|
2.52K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-469- 2.88% |
$134K - $169K
|
15.8K
$8.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
530New |
$152K - $191K
|
530
$276K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
79+ 8.44% |
$22.6K - $28.5K
|
1.02K
$529K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
25+ 2.42% |
$7.15K - $9.03K
|
1.06K
$551K
|