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 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.54KNew |
$441K - $556K
|
1.54K
$813K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.26KNew |
$361K - $456K
|
1.26K
$667K
|
|
|
Feb 10, 2023
Q4 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
1K+ 7.14% |
$286K - $361K
|
15K
$7.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
928New |
$265K - $335K
|
928
$490K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
868+ 0.57% |
$248K - $313K
|
152K
$80.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
780New |
$223K - $282K
|
780
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
714New |
$204K - $258K
|
714
$377K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
689New |
$197K - $249K
|
689
$364K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
677+ 197.38% |
$194K - $245K
|
1.02K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
635+ 460.14% |
$182K - $229K
|
773
$408K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
632New |
$181K - $228K
|
632
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
631New |
$180K - $228K
|
631
$333K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
628New |
$180K - $227K
|
628
$332K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
622New |
$178K - $225K
|
622
$328K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
602New |
$172K - $217K
|
602
$318K
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
600New |
$172K - $217K
|
600
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
582New |
$166K - $210K
|
582
$307K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
530New |
$152K - $191K
|
530
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
528New |
$151K - $191K
|
528
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
300+ 10.0% |
$85.8K - $108K
|
3.3K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
CALL |
300New |
$85.8K - $108K
|
300
$158K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
299New |
$85.5K - $108K
|
299
$158K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
291+ 9.82% |
$83.2K - $105K
|
3.25K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
231New |
$66.1K - $83.4K
|
231
$122K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203New |
$58.1K - $73.3K
|
203
$107K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$42.9K - $54.2K
|
150
$79.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
100+ 3.33% |
$28.6K - $36.1K
|
3.1K
$1.64M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$24K - $30.3K
|
84
$44.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
79+ 6.18% |
$22.6K - $28.5K
|
1.36K
$717K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
79+ 8.44% |
$22.6K - $28.5K
|
1.02K
$536K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
79New |
$22.6K - $28.5K
|
79
$41.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
75+ 1.0% |
$21.5K - $27.1K
|
7.56K
$3.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
65New |
$18.6K - $23.5K
|
65
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
57New |
$16.3K - $20.6K
|
57
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$14.9K - $18.8K
|
52
$27.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
50New |
$14.3K - $18.1K
|
50
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
46New |
$13.2K - $16.6K
|
46
$24.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
40New |
$11.4K - $14.4K
|
40
$21.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
32New |
$9.15K - $11.6K
|
32
$16.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
31New |
$8.87K - $11.2K
|
31
$16.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$8.01K - $10.1K
|
28
$14.8K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27+ 0.58% |
$7.72K - $9.75K
|
4.65K
$2.45M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
25+ 2.42% |
$7.15K - $9.03K
|
1.06K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
22New |
$6.29K - $7.95K
|
22
$11.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
20+ 1.03% |
$5.72K - $7.22K
|
1.95K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$3.43K - $4.33K
|
12
$6.34K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9+ 0.74% |
$2.57K - $3.25K
|
1.22K
$643K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.72K - $2.17K
|
6
$3.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6+ 0.61% |
$1.72K - $2.17K
|
982
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
PUT |
4+ 6.78% |
$1.14K - $1.44K
|
63
$33.3K
|