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 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
44+ 8.46% |
$21.6K - $23.6K
|
564
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
415New |
$204K - $223K
|
415
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.03% |
$4.91K - $5.36K
|
34.8K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-46- 2.76% |
$22.6K - $24.7K
|
1.62K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1+ 0.22% |
$491 - $536
|
466
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-237- 7.32% |
$116K - $127K
|
3K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 1.21% |
$4.91K - $5.36K
|
837
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-5K- 15.63% |
$2.46M - $2.68M
|
27K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.61K- 1.56% |
$2.26M - $2.47M
|
290K
$165M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.85% |
$23.1K - $25.2K
|
326
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.27K+ 4.88% |
$621K - $678K
|
27.2K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 1.08% |
$5.9K - $6.43K
|
1.13K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.35KNew |
$2.63M - $2.87M
|
5.35K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.4K+ 21.48% |
$1.18M - $1.28M
|
13.5K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 18.28% |
$49.1K - $53.6K
|
447
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.92K+ 6.39% |
$4.88M - $5.32M
|
165K
$93.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500+ 1.05% |
$246K - $268K
|
48.1K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.69KNew |
$832K - $908K
|
1.69K
$962K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
10.9KNew |
$5.36M - $5.85M
|
10.9K
$6.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
240+ 1.24% |
$118K - $129K
|
19.7K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.47% |
$8.84K - $9.65K
|
710
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-209- 1.99% |
$103K - $112K
|
10.3K
$5.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
160+ 12.09% |
$78.6K - $85.8K
|
1.48K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
829+ 11.87% |
$407K - $444K
|
7.81K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20+ 0.85% |
$9.83K - $10.7K
|
2.38K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-77- 2.35% |
$37.8K - $41.3K
|
3.19K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
174+ 11.85% |
$85.5K - $93.3K
|
1.64K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.84% |
$24.6K - $26.8K
|
5.93K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 12.44% |
$1.13M - $1.23M
|
20.8K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11- 2.34% |
$5.4K - $5.9K
|
460
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.5K+ 18.31% |
$43.5M - $47.5M
|
572K
$325M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 100.0% |
$98.3K - $107K
|
400
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.11% |
$4.91K - $5.36K
|
8.71K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-148- 2.12% |
$72.7K - $79.4K
|
6.82K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-236- 2.36% |
$116K - $127K
|
9.76K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45+ 0.06% |
$22.1K - $24.1K
|
72.2K
$41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 30.76% |
$790K - $862K
|
6.84K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 6.97% |
$1.42M - $1.55M
|
44.4K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-142- 0.08% |
$69.8K - $76.1K
|
172K
$97.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 3.51% |
$752K - $821K
|
42K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 62.5% |
$12.3K - $13.4K
|
65
$37K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
362+ 20.74% |
$178K - $194K
|
2.11K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.11% |
$491 - $536
|
945
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.47% |
$1.47K - $1.61K
|
629
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.35KNew |
$3.61M - $3.94M
|
7.35K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 8.42% |
$551K - $601K
|
12.2K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
392New |
$193K - $210K
|
392
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
79New |
$38.8K - $42.4K
|
79
$44.9K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-12K- 2.72% |
$5.91M - $6.45M
|
430K
$245M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.71K- 32.74% |
$839K - $916K
|
3.51K
$1.99M
|