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 02, 2025
Q1 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-50- 10.53% |
$25.2K - $28.8K
|
425
$240K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
200+ 0.04% |
$101K - $115K
|
526K
$297M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.63% |
$3.53K - $4.03K
|
1.1K
$620K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 3.93% |
$7.07K - $8.07K
|
370
$209K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 3.48% |
$2.02K - $2.31K
|
119
$67.2K
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 2.99% |
$25.2K - $28.8K
|
1.62K
$915K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
58+ 1.94% |
$29.3K - $33.4K
|
3.05K
$1.73M
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 0.85% |
$3.53K - $4.03K
|
829
$468K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
152+ 14.0% |
$76.7K - $87.6K
|
1.24K
$700K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
252+ 1.84% |
$127K - $145K
|
14K
$7.9M
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-99.9K- 12.58% |
$50.4M - $57.6M
|
694K
$392M
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-12- 1.47% |
$6.06K - $6.92K
|
804
$454K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
25+ 0.18% |
$12.6K - $14.4K
|
14.3K
$8.06M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
261+ 4.4% |
$132K - $150K
|
6.2K
$3.5M
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
28+ 0.3% |
$14.1K - $16.1K
|
9.27K
$5.24M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-31- 0.14% |
$15.6K - $17.9K
|
22.3K
$12.6M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.91K- 21.14% |
$1.47M - $1.67M
|
10.8K
$6.12M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
58+ 1.45% |
$29.3K - $33.4K
|
4.05K
$2.29M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
383+ 28.67% |
$193K - $221K
|
1.72K
$971K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-370- 3.79% |
$187K - $213K
|
9.39K
$5.3M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
256+ 5.48% |
$129K - $148K
|
4.93K
$2.78M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
160+ 1.02% |
$80.7K - $92.2K
|
15.8K
$8.91M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.91% |
$4.04K - $4.61K
|
884
$500K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-457- 3.16% |
$231K - $263K
|
14K
$7.92M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
670+ 6.32% |
$338K - $386K
|
11.3K
$6.37M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-14- 0.63% |
$7.07K - $8.07K
|
2.2K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
21K+ 55.41% |
$10.6M - $12.1M
|
58.9K
$33.3M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-610- 20.92% |
$308K - $352K
|
2.31K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
454New |
$229K - $262K
|
454
$257K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-184- 1.78% |
$92.9K - $106K
|
10.2K
$5.75M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-552- 9.47% |
$279K - $318K
|
5.28K
$2.98M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.01K+ 11.82% |
$4.55M - $5.19M
|
85.2K
$48.1M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
187+ 18.83% |
$94.4K - $108K
|
1.18K
$667K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
352+ 8.64% |
$178K - $203K
|
4.43K
$2.5M
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.19K+ 20.13% |
$3.63M - $4.14M
|
42.9K
$24.2M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
143+ 3.32% |
$72.2K - $82.4K
|
4.45K
$2.51M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-190- 5.36% |
$95.9K - $109K
|
3.35K
$1.89M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 7.0% |
$3.53K - $4.03K
|
107
$60.5K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.86K- 6.35% |
$1.44M - $1.65M
|
42.2K
$23.9M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
23+ 0.46% |
$11.6K - $13.3K
|
5.04K
$2.85M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
389+ 2.4% |
$196K - $224K
|
16.6K
$9.36M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3K- 19.47% |
$1.52M - $1.73M
|
12.4K
$7.02M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.64% |
$2.02K - $2.31K
|
628
$355K
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-650- 9.53% |
$328K - $375K
|
6.17K
$3.49M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 0.59% |
$1.01K - $1.15K
|
336
$190K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-347- 0.48% |
$175K - $200K
|
71.8K
$40.6M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
PUT |
300New |
$151K - $173K
|
300
$170K
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-289K- 4.55% |
$146M - $167M
|
6.07M
$3.43B
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 25.76% |
$8.58K - $9.8K
|
49
$27.7K
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
375New |
$189K - $216K
|
375
$212K
|