Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
502+ 42.18% |
$216K - $251K
|
1.69K
$893K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
498New |
$214K - $249K
|
498
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
498+ 20.26% |
$214K - $249K
|
2.96K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
497New |
$214K - $249K
|
497
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
490New |
$211K - $245K
|
490
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
490New |
$211K - $245K
|
490
$259K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
485+ 18.51% |
$208K - $243K
|
3.11K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
485+ 1.18% |
$208K - $243K
|
41.5K
$21.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
485+ 9.62% |
$208K - $243K
|
5.53K
$2.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
475New |
$204K - $238K
|
475
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
474+ 5.99% |
$204K - $237K
|
8.39K
$4.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
473New |
$203K - $237K
|
473
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
471New |
$202K - $236K
|
471
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
470+ 261.11% |
$202K - $235K
|
650
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
467New |
$201K - $234K
|
467
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
467New |
$201K - $234K
|
467
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
465+ 1107.14% |
$200K - $233K
|
507
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
465New |
$200K - $233K
|
465
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
464+ 1.14% |
$199K - $232K
|
41.3K
$21.8M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
463New |
$199K - $232K
|
463
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
462New |
$198K - $231K
|
462
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
462New |
$198K - $231K
|
462
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
460+ 11.97% |
$198K - $230K
|
4.3K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
460+ 23.9% |
$198K - $230K
|
2.39K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
458New |
$197K - $229K
|
458
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
458+ 2.07% |
$197K - $229K
|
22.6K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
457New |
$196K - $229K
|
457
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
456+ 7.82% |
$196K - $228K
|
6.29K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
456+ 1.94% |
$196K - $228K
|
24K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
454New |
$195K - $227K
|
454
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
453New |
$195K - $227K
|
453
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
452+ 6.5% |
$194K - $226K
|
7.4K
$3.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
451New |
$194K - $226K
|
451
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
449New |
$193K - $225K
|
449
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
449New |
$193K - $225K
|
449
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
446+ 23.39% |
$192K - $223K
|
2.35K
$1.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
446New |
$192K - $223K
|
446
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
444+ 4.49% |
$191K - $222K
|
10.3K
$5.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
443+ 4.8% |
$190K - $222K
|
9.67K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
443New |
$190K - $222K
|
443
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
443New |
$190K - $222K
|
443
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
442+ 3.05% |
$190K - $221K
|
14.9K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
442+ 5.33% |
$190K - $221K
|
8.73K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
442New |
$190K - $221K
|
442
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
441New |
$189K - $221K
|
441
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
441New |
$189K - $221K
|
441
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
441+ 37.76% |
$189K - $221K
|
1.61K
$850K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
440New |
$189K - $220K
|
440
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
439+ 1.13% |
$189K - $220K
|
39.2K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
439New |
$189K - $220K
|
439
$232K
|