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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 2.17% |
$3.44K - $3.75K
|
329
$176K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
210+ 7.06% |
$103K - $113K
|
3.18K
$1.7M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.98% |
$9.33K - $10.2K
|
1.96K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
45+ 10.59% |
$22.1K - $24.1K
|
470
$251K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
271+ 1.66% |
$133K - $145K
|
16.6K
$8.87M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.2K+ 128.19% |
$5.03M - $5.49M
|
18.2K
$9.72M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
7.34KNew |
$3.61M - $3.94M
|
7.34K
$3.92M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.32% |
$23.1K - $25.2K
|
14.9K
$7.95M
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
37+ 0.65% |
$18.2K - $19.8K
|
5.76K
$3.07M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-119- 1.35% |
$58.5K - $63.8K
|
8.72K
$4.65M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-162- 1.06% |
$79.6K - $86.9K
|
15.1K
$8.05M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 4.6% |
$37.3K - $40.7K
|
1.73K
$922K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
972
$519K
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-40- 0.28% |
$19.7K - $21.4K
|
14.5K
$7.72M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-35- 4.08% |
$17.2K - $18.8K
|
823
$439K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
314+ 9.22% |
$154K - $168K
|
3.72K
$1.98M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 1.37% |
$9.83K - $10.7K
|
1.48K
$788K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-688- 12.85% |
$338K - $369K
|
4.67K
$2.49M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 1.84% |
$9.33K - $10.2K
|
1.05K
$561K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-6- 0.7% |
$2.95K - $3.22K
|
852
$455K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-136- 8.18% |
$66.8K - $72.9K
|
1.53K
$815K
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-244- 5.28% |
$120K - $131K
|
4.37K
$2.33M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-120- 1.47% |
$59K - $64.3K
|
8.04K
$4.29M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
9+ 0.1% |
$4.42K - $4.83K
|
8.63K
$4.61M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-113- 12.49% |
$55.5K - $60.6K
|
792
$423K
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.31KNew |
$3.1M - $3.38M
|
6.31K
$3.37M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-31- 1.06% |
$15.2K - $16.6K
|
2.88K
$1.54M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.44% |
$7.37K - $8.04K
|
1.06K
$565K
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
302+ 1.97% |
$148K - $162K
|
15.7K
$8.35M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-49- 3.21% |
$24.1K - $26.3K
|
1.48K
$788K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
40+ 1.41% |
$19.7K - $21.4K
|
2.87K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.88K+ 1875.0% |
$921K - $1.01M
|
1.98K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
196+ 4.84% |
$96.3K - $105K
|
4.25K
$2.26M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 7.76% |
$9.33K - $10.2K
|
264
$141K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-8- 0.26% |
$3.93K - $4.29K
|
3.06K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 2.21% |
$31.4K - $34.3K
|
2.97K
$1.58M
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$432K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.67% |
$2.46K - $2.68K
|
745
$397K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 7.87% |
$88.9K - $97K
|
2.48K
$1.32M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.09% |
$491 - $536
|
1.07K
$573K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 22.22% |
$983 - $1.07K
|
7
$3.73K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-8- 0.22% |
$3.93K - $4.29K
|
3.7K
$1.97M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-12- 1.58% |
$5.9K - $6.43K
|
748
$399K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
242+ 21.04% |
$119K - $130K
|
1.39K
$743K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.74% |
$6.39K - $6.97K
|
760
$405K
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.39KNew |
$682K - $744K
|
1.39K
$740K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7- 0.52% |
$3.44K - $3.75K
|
1.35K
$721K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.89% |
$2.95K - $3.22K
|
669
$357K
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$491 - $536
|
68.9K
$36.7M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
101K+ 33.46% |
$49.8M - $54.3M
|
404K
$216M
|