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 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 1.52% |
$5.16K - $6.01K
|
799
$416K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 3.54% |
$4.73K - $5.51K
|
322
$168K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.76% |
$4.73K - $5.51K
|
1.46K
$761K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.74% |
$4.73K - $5.51K
|
1.51K
$784K
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$404K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
11+ 0.98% |
$4.73K - $5.51K
|
1.14K
$594K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 3.01% |
$4.73K - $5.51K
|
376
$196K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$404K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 1.14% |
$4.3K - $5.01K
|
885
$461K
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.31K
$1.2M
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 58.82% |
$4.3K - $5.01K
|
27
$14.1K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.26K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.47% |
$4.3K - $5.01K
|
2.15K
$1.12M
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.3K - $5.01K
|
4.35K
$2.27M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 0.63% |
$4.3K - $5.01K
|
1.59K
$830K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9+ 1.11% |
$3.87K - $4.51K
|
818
$426K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$3.87K - $4.51K
|
9
$4.69K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.52% |
$3.87K - $4.51K
|
1.74K
$904K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$3.87K - $4.51K
|
9
$4.69K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 0.76% |
$3.44K - $4.01K
|
1.06K
$554K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8+ 0.11% |
$3.44K - $4.01K
|
7.47K
$3.89M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8+ 0.88% |
$3.44K - $4.01K
|
917
$478K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8+ 0.59% |
$3.44K - $4.01K
|
1.37K
$713K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 15.69% |
$3.44K - $4.01K
|
59
$30.7K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
8+ 0.2% |
$3.44K - $4.01K
|
3.94K
$2.05M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.05% |
$3.44K - $4.01K
|
14.7K
$7.64M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8+ 0.29% |
$3.44K - $4.01K
|
2.77K
$1.44M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8+ 0.81% |
$3.44K - $4.01K
|
995
$519K
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7+ 0.15% |
$3.01K - $3.51K
|
4.72K
$2.46M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$3.01K - $3.51K
|
1.46K
$759K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 10.94% |
$3.01K - $3.51K
|
71
$37K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.71% |
$2.58K - $3.01K
|
356
$186K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6+ 0.29% |
$2.58K - $3.01K
|
2.07K
$1.08M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 4.51% |
$2.58K - $3.01K
|
139
$72.4K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6+ 0.44% |
$2.58K - $3.01K
|
1.36K
$710K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.54% |
$2.58K - $3.01K
|
1.12K
$583K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.58% |
$2.58K - $3.01K
|
1.03K
$538K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$2.58K - $3.01K
|
6
$3.13K
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.43% |
$2.15K - $2.5K
|
1.16K
$602K
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
5+ 0.06% |
$2.15K - $2.5K
|
8.69K
$4.53M
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.12% |
$2.15K - $2.5K
|
4.04K
$2.11M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$2.15K - $2.5K
|
9.24K
$4.81M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$2.15K - $2.5K
|
7.55K
$3.93M
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5+ 0.72% |
$2.15K - $2.5K
|
704
$367K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 3.03% |
$2.15K - $2.5K
|
170
$88.6K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5+ 0.65% |
$2.15K - $2.5K
|
780
$406K
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
4+ 0.12% |
$1.72K - $2K
|
3.28K
$1.71M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.61% |
$1.72K - $2K
|
657
$342K
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.68% |
$1.72K - $2K
|
589
$307K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.33% |
$1.72K - $2K
|
1.21K
$628K
|