Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 2648.05% |
$1M - $1.09M
|
2.12K
$1.18M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 3.98% |
$16.7K - $18.2K
|
888
$495K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
98New |
$48.1K - $52.5K
|
98
$54.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
552+ 18.54% |
$271K - $296K
|
3.53K
$1.97M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-154- 0.79% |
$75.7K - $82.6K
|
19.4K
$10.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
385New |
$189K - $206K
|
385
$215K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-163- 9.29% |
$80.1K - $87.4K
|
1.59K
$888K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$16.7K - $18.2K
|
34
$19K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-95- 1.18% |
$46.7K - $50.9K
|
7.97K
$4.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
41+ 0.16% |
$20.1K - $22K
|
25.8K
$14.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-28- 4.44% |
$13.8K - $15K
|
603
$336K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
6.12KNew |
$3.01M - $3.28M
|
6.12K
$3.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.42% |
$3.44K - $3.75K
|
1.69K
$939K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.71K+ 7.36% |
$838K - $915K
|
24.9K
$13.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.73KNew |
$1.34M - $1.47M
|
2.73K
$1.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-77- 1.82% |
$37.8K - $41.3K
|
4.16K
$2.32M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-218- 16.62% |
$107K - $117K
|
1.09K
$610K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.91% |
$2.95K - $3.22K
|
654
$365K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
151+ 0.36% |
$74.2K - $81K
|
41.5K
$23.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-142- 3.67% |
$69.8K - $76.1K
|
3.73K
$2.08M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.11KNew |
$545K - $595K
|
1.11K
$618K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-85- 0.22% |
$41.8K - $45.6K
|
38.4K
$21.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.42KNew |
$1.68M - $1.83M
|
3.42K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-253- 30.63% |
$124K - $136K
|
573
$319K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-214- 2.3% |
$105K - $115K
|
9.09K
$5.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
439+ 22.1% |
$216K - $235K
|
2.43K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-98- 5.61% |
$48.1K - $52.5K
|
1.65K
$919K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
610+ 10.33% |
$300K - $327K
|
6.52K
$3.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-35- 0.67% |
$17.2K - $18.8K
|
5.22K
$2.91M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.16KNew |
$569K - $621K
|
1.16K
$646K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
148+ 0.58% |
$72.7K - $79.4K
|
25.7K
$14.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-135- 3.6% |
$66.3K - $72.4K
|
3.61K
$2.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-31.5K- 9.01% |
$15.5M - $16.9M
|
319K
$178M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
996New |
$489K - $534K
|
996
$555K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
30+ 4.64% |
$14.7K - $16.1K
|
677
$377K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.52K+ 63.9% |
$3.2M - $3.5M
|
16.7K
$9.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.7% |
$15.7K - $17.2K
|
4.64K
$2.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
983+ 158.55% |
$483K - $527K
|
1.6K
$894K
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
475New |
$233K - $255K
|
475
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
697New |
$342K - $374K
|
697
$389K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.19K- 32.95% |
$1.56M - $1.71M
|
6.48K
$3.61M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.13K+ 10.11% |
$554K - $605K
|
12.3K
$6.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.18K- 57.07% |
$4.51M - $4.92M
|
6.91K
$3.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.37K- 84.64% |
$4.6M - $5.02M
|
1.7K
$947K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.64KNew |
$807K - $880K
|
1.64K
$915K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.64% |
$11.8K - $12.9K
|
3.73K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
800New |
$393K - $429K
|
800
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-71- 5.4% |
$34.9K - $38.1K
|
1.24K
$693K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
454New |
$223K - $243K
|
454
$253K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.79KNew |
$1.37M - $1.5M
|
2.79K
$1.55M
|