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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
686New |
$287K - $335K
|
686
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
676New |
$283K - $330K
|
676
$352K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
587New |
$246K - $287K
|
587
$306K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
576+ 21.73% |
$241K - $281K
|
3.23K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
576New |
$241K - $281K
|
576
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
570+ 72.34% |
$239K - $279K
|
1.36K
$708K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
562New |
$235K - $275K
|
562
$293K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
543New |
$227K - $265K
|
543
$283K
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
500New |
$209K - $244K
|
500
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
481New |
$201K - $235K
|
481
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
467New |
$196K - $228K
|
467
$243K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
465New |
$195K - $227K
|
465
$242K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
465New |
$195K - $227K
|
465
$242K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
463New |
$194K - $226K
|
463
$241K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
459+ 91.8% |
$192K - $224K
|
959
$500K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
457New |
$191K - $223K
|
457
$238K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
456New |
$191K - $223K
|
456
$238K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
454New |
$190K - $222K
|
454
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
454New |
$190K - $222K
|
454
$237K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
453New |
$190K - $221K
|
453
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
451New |
$189K - $220K
|
451
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
450New |
$188K - $220K
|
450
$235K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
435New |
$182K - $213K
|
435
$227K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
434New |
$182K - $212K
|
434
$226K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
434New |
$182K - $212K
|
434
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
434New |
$182K - $212K
|
434
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
433New |
$181K - $212K
|
433
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
425New |
$178K - $208K
|
425
$221K
|
|
|
May 15, 2024
Q1 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
422New |
$177K - $206K
|
422
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
419New |
$175K - $205K
|
419
$218K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
418New |
$175K - $204K
|
418
$218K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
417+ 1.2% |
$175K - $204K
|
35.1K
$18.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
414+ 8.05% |
$173K - $202K
|
5.55K
$2.89M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
376+ 3.8% |
$157K - $184K
|
10.3K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
325+ 29.36% |
$136K - $159K
|
1.43K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
300+ 20.0% |
$126K - $147K
|
1.8K
$938K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
299+ 8.86% |
$125K - $146K
|
3.67K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
283New |
$119K - $138K
|
283
$147K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
270New |
$113K - $132K
|
270
$141K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
262+ 31.34% |
$110K - $128K
|
1.1K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
260+ 37.79% |
$109K - $127K
|
948
$494K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 200.0% |
$83.8K - $97.7K
|
300
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$83.8K - $97.7K
|
200
$104K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
174+ 15.75% |
$72.9K - $85K
|
1.28K
$667K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
173New |
$72.4K - $84.5K
|
173
$90.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
170New |
$71.2K - $83.1K
|
170
$88.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
160+ 26.98% |
$67K - $78.2K
|
753
$392K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
150+ 428.57% |
$62.8K - $73.3K
|
185
$96.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
149+ 19.53% |
$62.4K - $72.8K
|
912
$475K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
144+ 3.04% |
$60.3K - $70.4K
|
4.89K
$2.55M
|