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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-95- 5.61% |
$47.9K - $54.7K
|
1.6K
$903K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 2.69% |
$7.57K - $8.64K
|
573
$324K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
62+ 8.74% |
$31.3K - $35.7K
|
771
$436K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.08% |
$15.6K - $17.9K
|
2.85K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.44K+ 19.76% |
$1.23M - $1.41M
|
14.8K
$8.37M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-88- 1.89% |
$44.4K - $50.7K
|
4.56K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.32% |
$14.6K - $16.7K
|
2.23K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
227+ 12.75% |
$115K - $131K
|
2.01K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-7- 0.35% |
$3.53K - $4.03K
|
1.97K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
604+ 18.91% |
$305K - $348K
|
3.8K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8- 0.19% |
$4.04K - $4.61K
|
4.24K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-101- 16.81% |
$51K - $58.2K
|
500
$283K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-350- 6.35% |
$177K - $202K
|
5.17K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
24+ 4.8% |
$12.1K - $13.8K
|
524
$296K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-39- 6.75% |
$19.7K - $22.5K
|
539
$305K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-606- 2.67% |
$306K - $349K
|
22.1K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-35- 1.4% |
$17.7K - $20.2K
|
2.47K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.53KNew |
$1.28M - $1.46M
|
2.53K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
459+ 19.74% |
$232K - $265K
|
2.78K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.38K+ 68.75% |
$694K - $792K
|
3.38K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-56- 1.72% |
$28.3K - $32.3K
|
3.2K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.39K- 2.64% |
$1.71M - $1.95M
|
125K
$70.6M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.35K+ 7.28% |
$1.19M - $1.36M
|
34.7K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
48.5K+ 0.97% |
$24.5M - $28M
|
5.07M
$2.87B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-74- 0.23% |
$37.3K - $42.6K
|
32.3K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-83- 1.86% |
$41.9K - $47.8K
|
4.37K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.26% |
$2.02K - $2.31K
|
1.51K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
10+ 1.26% |
$5.05K - $5.76K
|
806
$455K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
701+ 30.87% |
$354K - $404K
|
2.97K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-93- 7.61% |
$46.9K - $53.6K
|
1.13K
$638K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 3.06% |
$45.4K - $51.9K
|
3.03K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-31- 0.21% |
$15.6K - $17.9K
|
14.8K
$8.34M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.94K- 47.6% |
$1.99M - $2.27M
|
4.34K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
247+ 51.46% |
$125K - $142K
|
727
$411K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
22+ 3.87% |
$11.1K - $12.7K
|
591
$334K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.93K+ 4.21% |
$1.98M - $2.26M
|
97.2K
$54.9M
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
SELL
|
- |
-7.2K- 67.03% |
$3.63M - $4.15M
|
3.54K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
367+ 16.22% |
$185K - $212K
|
2.63K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-241- 4.39% |
$122K - $139K
|
5.25K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 1.86% |
$23.7K - $27.1K
|
2.47K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.86% |
$8.07K - $9.22K
|
1.88K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.63% |
$16.1K - $18.4K
|
5.14K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
612+ 2.78% |
$309K - $353K
|
22.6K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.85K+ 82.41% |
$932K - $1.06M
|
4.09K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.01% |
$5.55K - $6.34K
|
165K
$93.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
542+ 10.38% |
$274K - $312K
|
5.77K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
402+ 9.39% |
$203K - $232K
|
4.68K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 3.88% |
$793K - $906K
|
38.9K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-556- 10.09% |
$281K - $320K
|
4.95K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
228+ 2.52% |
$115K - $131K
|
9.27K
$5.24M
|