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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
112KNew |
$49.6M - $53.9M
|
112K
$56M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
214+ 334.38% |
$94.4K - $103K
|
278
$138K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
313+ 1.66% |
$138K - $150K
|
19.2K
$9.54M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-310- 4.45% |
$137K - $149K
|
6.66K
$3.31M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
25+ 0.64% |
$11K - $12K
|
3.95K
$1.97M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-123K- 57.09% |
$54.1M - $58.8M
|
92.2K
$45.9M
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-284- 0.23% |
$125K - $136K
|
121K
$60.2M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.19K+ 4.48% |
$1.41M - $1.53M
|
74.4K
$37M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-813- 10.45% |
$359K - $390K
|
6.96K
$3.47M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.26K- 27.53% |
$556K - $605K
|
3.32K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-174- 35.51% |
$76.8K - $83.4K
|
316
$157K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.63KNew |
$719K - $781K
|
1.63K
$811K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
175+ 13.24% |
$77.2K - $83.9K
|
1.5K
$745K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
32+ 0.86% |
$14.1K - $15.3K
|
3.75K
$1.87M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-288- 0.21% |
$127K - $138K
|
139K
$69.3M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-169- 7.99% |
$74.5K - $81K
|
1.95K
$969K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
113+ 3.04% |
$49.8K - $54.2K
|
3.83K
$1.91M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-308- 9.02% |
$136K - $148K
|
3.11K
$1.55M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 4.21% |
$9.7K - $10.5K
|
500
$249K
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.24K- 7.32% |
$989K - $1.07M
|
28.4K
$14.1M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
52+ 0.41% |
$22.9K - $24.9K
|
12.6K
$6.28M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
11+ 1.51% |
$4.85K - $5.27K
|
741
$369K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
8+ 8.99% |
$3.53K - $3.84K
|
97
$48.3K
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
64+ 2.27% |
$28.2K - $30.7K
|
2.88K
$1.43M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.68K+ 15.21% |
$1.62M - $1.76M
|
27.9K
$13.9M
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-16- 0.69% |
$7.06K - $7.67K
|
2.3K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
327+ 5.79% |
$144K - $157K
|
5.97K
$2.97M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
357+ 4.57% |
$157K - $171K
|
8.17K
$4.06M
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
209+ 10.59% |
$92.2K - $100K
|
2.18K
$1.09M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.42% |
$18.5K - $20.1K
|
993
$494K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-829- 10.62% |
$366K - $397K
|
6.98K
$3.47M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.03KNew |
$894K - $972K
|
2.03K
$1.01M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
139+ 3.13% |
$61.3K - $66.6K
|
4.58K
$2.28M
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-422- 2.39% |
$186K - $202K
|
17.2K
$8.57M
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.29K- 4.72% |
$1.45M - $1.58M
|
66.5K
$33.1M
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5- 0.25% |
$2.21K - $2.4K
|
2K
$994K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
316+ 3.62% |
$139K - $151K
|
9.03K
$4.5M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-199- 44.72% |
$87.8K - $95.4K
|
246
$122K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.22% |
$7.06K - $7.67K
|
7.4K
$3.68M
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-171- 0.73% |
$75.4K - $82K
|
23.1K
$11.5M
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
108+ 23.58% |
$47.6K - $51.8K
|
566
$282K
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-182- 2.27% |
$80.3K - $87.3K
|
7.82K
$3.89M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
73+ 0.91% |
$32.2K - $35K
|
8.08K
$4.02M
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
800+ 20.0% |
$353K - $384K
|
4.8K
$2.39M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
602+ 15.08% |
$266K - $289K
|
4.6K
$2.29M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
75+ 6.82% |
$33.1K - $36K
|
1.18K
$585K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.81K- 35.04% |
$1.68M - $1.83M
|
7.07K
$3.52M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12K+ 22.56% |
$1.37M - $1.49M
|
16.9K
$8.42M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
186+ 2.47% |
$82K - $89.2K
|
7.7K
$3.83M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-119- 4.27% |
$52.5K - $57.1K
|
2.67K
$1.33M
|