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 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
397New |
$195K - $213K
|
397
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.69K+ 83.16% |
$1.81M - $1.98M
|
8.13K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
33+ 1.33% |
$16.2K - $17.7K
|
2.51K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-222- 13.48% |
$109K - $119K
|
1.43K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 4.8% |
$22.1K - $24.1K
|
983
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
152+ 2.75% |
$74.7K - $81.5K
|
5.67K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 1.35% |
$585K - $638K
|
89.2K
$50.4M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
522+ 13.65% |
$256K - $280K
|
4.35K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.76K+ 101.58% |
$4.8M - $5.23M
|
19.4K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 0.52% |
$2.46K - $2.68K
|
966
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.89K- 11.5% |
$1.42M - $1.55M
|
22.2K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.61% |
$9.33K - $10.2K
|
3.14K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
366+ 3.54% |
$180K - $196K
|
10.7K
$6.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.91K - $5.36K
|
4.36K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
403New |
$198K - $216K
|
403
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-141- 1.95% |
$69.3K - $75.6K
|
7.09K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 1.19% |
$4.91K - $5.36K
|
851
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-65- 6.97% |
$31.9K - $34.8K
|
868
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-15- 0.53% |
$7.37K - $8.04K
|
2.8K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.1KNew |
$541K - $590K
|
1.1K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
16.5K+ 11.94% |
$8.12M - $8.86M
|
155K
$87.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-101- 3.08% |
$49.6K - $54.2K
|
3.18K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3- 0.3% |
$1.47K - $1.61K
|
996
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
507New |
$249K - $272K
|
507
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.51% |
$3.44K - $3.75K
|
1.39K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-20- 0.56% |
$9.83K - $10.7K
|
3.57K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
249+ 1.93% |
$122K - $134K
|
13.1K
$7.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
400+ 7.37% |
$197K - $214K
|
5.83K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-196- 28.99% |
$96.3K - $105K
|
480
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-136K- 35.28% |
$66.8M - $72.9M
|
249K
$141M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-226- 14.06% |
$111K - $121K
|
1.38K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-65- 2.51% |
$31.9K - $34.8K
|
2.52K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.4% |
$12.3K - $13.4K
|
6.25K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
40+ 0.73% |
$19.7K - $21.4K
|
5.5K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 1.85% |
$7.37K - $8.04K
|
797
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
67+ 14.5% |
$32.9K - $35.9K
|
529
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-382- 1.51% |
$188K - $205K
|
24.8K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 1.02% |
$48.6K - $53.1K
|
9.65K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
25+ 5.76% |
$12.3K - $13.4K
|
459
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.18% |
$491 - $536
|
563
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-23- 3.32% |
$11.3K - $12.3K
|
669
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-241- 7.96% |
$118K - $129K
|
2.79K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-167- 13.51% |
$82K - $89.5K
|
1.07K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
135+ 26.11% |
$66.3K - $72.4K
|
652
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.68K+ 10.45% |
$1.32M - $1.44M
|
28.3K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 5.54% |
$49.1K - $53.6K
|
1.71K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
97+ 11.86% |
$47.7K - $52K
|
915
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3.9K- 46.78% |
$1.92M - $2.09M
|
4.44K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10+ 0.79% |
$4.91K - $5.36K
|
1.27K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.02KNew |
$500K - $546K
|
1.02K
$575K
|