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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
71+ 2.96% |
$34.9K - $38.1K
|
2.47K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
70+ 8.99% |
$34.4K - $37.5K
|
849
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
64New |
$31.4K - $34.3K
|
64
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
62New |
$30.5K - $33.2K
|
62
$35.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
58New |
$28.5K - $31.1K
|
58
$33.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$40.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
56+ 9.29% |
$27.5K - $30K
|
659
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$20.6K - $22.5K
|
308
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 7.68% |
$20.1K - $22K
|
575
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
38+ 3.42% |
$18.7K - $20.4K
|
1.15K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
35+ 0.7% |
$17.2K - $18.8K
|
5.03K
$2.89M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$16.7K - $18.2K
|
34
$19.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.7% |
$15.7K - $17.2K
|
4.64K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
$14.7K - $16.1K
|
30
$17.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
27New |
$13.3K - $14.5K
|
27
$15.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.67% |
$10.3K - $11.3K
|
1.28K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 1.13% |
$9.83K - $10.7K
|
1.79K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
17New |
$8.35K - $9.11K
|
17
$9.76K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 2.72% |
$7.37K - $8.04K
|
566
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 3.22% |
$7.37K - $8.04K
|
481
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 1.16% |
$6.88K - $7.51K
|
1.22K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
13+ 0.65% |
$6.39K - $6.97K
|
2.01K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
11New |
$5.4K - $5.9K
|
11
$6.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 57.89% |
$5.4K - $5.9K
|
30
$17.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
9+ 0.84% |
$4.42K - $4.83K
|
1.09K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8+ 0.08% |
$3.93K - $4.29K
|
9.88K
$5.67M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.42% |
$3.44K - $3.75K
|
1.69K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7New |
$3.44K - $3.75K
|
7
$4.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6+ 150.0% |
$2.95K - $3.22K
|
10
$5.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 85.71% |
$2.95K - $3.22K
|
13
$7.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
6New |
$2.95K - $3.22K
|
6
$3.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5+ 0.21% |
$2.46K - $2.68K
|
2.43K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5+ 4.07% |
$2.46K - $2.68K
|
128
$73.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
5+ 0.3% |
$2.46K - $2.68K
|
1.66K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.87K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.87K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$1.97K - $2.14K
|
4
$2.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3+ 0.42% |
$1.47K - $1.61K
|
713
$409K
|
|
|
Aug 14, 2025
Q4 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$491 - $536
|
2.48K
$1.43M
|