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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
484New |
$238K - $259K
|
484
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
483New |
$237K - $259K
|
483
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
471New |
$231K - $253K
|
471
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
440New |
$216K - $236K
|
440
$253K
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
436New |
$214K - $234K
|
436
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
415New |
$204K - $223K
|
415
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
414New |
$203K - $222K
|
414
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
403New |
$198K - $216K
|
403
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
403New |
$198K - $216K
|
403
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
401New |
$197K - $215K
|
401
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
400New |
$197K - $214K
|
400
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
400New |
$197K - $214K
|
400
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
398New |
$196K - $213K
|
398
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
396New |
$195K - $212K
|
396
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
392New |
$193K - $210K
|
392
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
389New |
$191K - $209K
|
389
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
388New |
$191K - $208K
|
388
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
388New |
$191K - $208K
|
388
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
387New |
$190K - $207K
|
387
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
383New |
$188K - $205K
|
383
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
382New |
$188K - $205K
|
382
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
380New |
$187K - $204K
|
380
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
380New |
$187K - $204K
|
380
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
351+ 5.88% |
$172K - $188K
|
6.32K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
317+ 224.82% |
$156K - $170K
|
458
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
300+ 21.43% |
$147K - $161K
|
1.7K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
279+ 47.37% |
$137K - $150K
|
868
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
270New |
$133K - $145K
|
270
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
270New |
$133K - $145K
|
270
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
269New |
$132K - $144K
|
269
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
247+ 12.22% |
$121K - $132K
|
2.27K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
213New |
$105K - $114K
|
213
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
211New |
$104K - $113K
|
211
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
175New |
$86K - $93.8K
|
175
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
175+ 1.21% |
$86K - $93.8K
|
14.6K
$8.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
166+ 9.66% |
$81.6K - $89K
|
1.88K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
159+ 0.12% |
$78.1K - $85.2K
|
134K
$77M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
150+ 12.0% |
$73.7K - $80.4K
|
1.4K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
145New |
$71.2K - $77.7K
|
145
$83.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
144New |
$70.7K - $77.2K
|
144
$82.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
139New |
$68.3K - $74.5K
|
139
$79.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
111+ 10.34% |
$54.5K - $59.5K
|
1.18K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
100New |
$49.1K - $53.6K
|
100
$57.4K
|
|
|
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 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
98+ 0.91% |
$48.1K - $52.5K
|
10.9K
$6.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$131K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$150K
|