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 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-8- 0.14% |
$3.93K - $4.29K
|
5.62K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
388New |
$191K - $208K
|
388
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
570+ 28.23% |
$280K - $306K
|
2.59K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
153+ 12.27% |
$75.2K - $82K
|
1.4K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.46% |
$983 - $1.07K
|
441
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-621- 14.54% |
$305K - $333K
|
3.65K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
6New |
$2.95K - $3.22K
|
6
$3.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9.88K- 65.39% |
$4.85M - $5.3M
|
5.23K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.52% |
$3.93K - $4.29K
|
1.52K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-57- 6.56% |
$28K - $30.6K
|
812
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-105- 1.98% |
$51.6K - $56.3K
|
5.19K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-19- 0.18% |
$9.33K - $10.2K
|
10.4K
$5.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
26+ 0.84% |
$12.8K - $13.9K
|
3.12K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22.3K- 4.49% |
$10.9M - $11.9M
|
473K
$260M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.48K- 52.96% |
$1.71M - $1.86M
|
3.09K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 4.33% |
$24.6K - $26.8K
|
1.21K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
215+ 154.68% |
$106K - $115K
|
354
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.78K+ 3.81% |
$3.33M - $3.64M
|
185K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
3.02K+ 43.32% |
$1.48M - $1.62M
|
9.99K
$5.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-132K- 5.23% |
$64.8M - $70.8M
|
2.39M
$1.31B
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
21+ 1.05% |
$10.3K - $11.3K
|
2.02K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
481New |
$236K - $258K
|
481
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
64+ 6.11% |
$31.4K - $34.3K
|
1.11K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
52+ 2.6% |
$25.5K - $27.9K
|
2.05K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-19- 0.52% |
$9.33K - $10.2K
|
3.65K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-57- 11.45% |
$28K - $30.6K
|
441
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-178- 1.92% |
$87.5K - $95.4K
|
9.12K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-36- 1.2% |
$17.7K - $19.3K
|
2.96K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.81K- 5.82% |
$887K - $968K
|
29.2K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.08K- 9.12% |
$531K - $579K
|
10.8K
$5.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-143- 29.01% |
$70.3K - $76.7K
|
350
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.63KNew |
$3.75M - $4.09M
|
7.63K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-128- 9.16% |
$62.9K - $68.6K
|
1.27K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.47KNew |
$724K - $790K
|
1.47K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-143- 1.34% |
$70.3K - $76.7K
|
10.5K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
550+ 10.87% |
$270K - $295K
|
5.61K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2- 0.23% |
$983 - $1.07K
|
876
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
515New |
$253K - $276K
|
515
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.71K+ 4.75% |
$2.32M - $2.53M
|
104K
$57M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.8K- 0.65% |
$6.29M - $6.86M
|
1.95M
$1.07B
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13- 0.01% |
$6.39K - $6.97K
|
129K
$70.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 0.28% |
$49.1K - $53.6K
|
36K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-49- 0.29% |
$24.1K - $26.3K
|
16.7K
$9.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-824- 1.2% |
$405K - $442K
|
67.7K
$37.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-173- 0.92% |
$85K - $92.8K
|
18.7K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-41- 3.03% |
$20.1K - $22K
|
1.31K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-110- 2.96% |
$54K - $59K
|
3.61K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-171- 0.38% |
$84K - $91.7K
|
44.5K
$24.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
393+ 50.71% |
$193K - $211K
|
1.17K
$641K
|