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 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 15.13% |
$690K - $753K
|
10.7K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
676+ 30.52% |
$332K - $362K
|
2.89K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-37- 0.52% |
$18.2K - $19.8K
|
7.1K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.81KNew |
$890K - $972K
|
1.81K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.19% |
$1.47K - $1.61K
|
1.59K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-972- 6.95% |
$478K - $521K
|
13K
$7.34M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-18- 1.11% |
$8.84K - $9.65K
|
1.6K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 3.99% |
$7.37K - $8.04K
|
361
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-158- 13.05% |
$77.6K - $84.7K
|
1.05K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.07% |
$8.84K - $9.65K
|
24.2K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-8- 0.2% |
$3.93K - $4.29K
|
3.92K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.6K- 6.57% |
$2.75M - $3M
|
79.7K
$45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-28- 0.09% |
$13.8K - $15K
|
30.1K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-23- 1.63% |
$11.3K - $12.3K
|
1.39K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-79- 1.44% |
$38.8K - $42.4K
|
5.39K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-30- 0.36% |
$14.7K - $16.1K
|
8.39K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
29+ 0.42% |
$14.2K - $15.5K
|
6.97K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-30- 4.16% |
$14.7K - $16.1K
|
691
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
290+ 6.25% |
$142K - $155K
|
4.93K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-20- 1.15% |
$9.83K - $10.7K
|
1.72K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.82% |
$84.5K - $92.2K
|
4.68K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 1.78% |
$33.4K - $36.5K
|
3.89K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
147+ 3.48% |
$72.2K - $78.8K
|
4.37K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
150+ 10.3% |
$73.7K - $80.4K
|
1.61K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-333- 46.44% |
$164K - $179K
|
384
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 44.2% |
$99.2K - $108K
|
659
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-61- 5.42% |
$30K - $32.7K
|
1.07K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-68- 12.88% |
$33.4K - $36.5K
|
460
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
129+ 3.25% |
$63.4K - $69.2K
|
4.1K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-76- 0.42% |
$37.3K - $40.7K
|
18.2K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-267- 36.93% |
$131K - $143K
|
456
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
428New |
$210K - $229K
|
428
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-5.41K- 2.32% |
$2.66M - $2.9M
|
228K
$129M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
26+ 0.81% |
$12.8K - $13.9K
|
3.26K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-71- 52.21% |
$34.9K - $38.1K
|
65
$36.7K
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.6KNew |
$6.19M - $6.75M
|
12.6K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-258- 17.76% |
$127K - $138K
|
1.2K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
16+ 2.14% |
$7.86K - $8.58K
|
765
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 0.34% |
$4.91K - $5.36K
|
2.9K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10+ 0.21% |
$4.91K - $5.36K
|
4.7K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
34+ 2.2% |
$16.7K - $18.2K
|
1.58K
$892K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
183+ 0.47% |
$89.9K - $98.1K
|
39.3K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-725- 0.63% |
$356K - $389K
|
115K
$65M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-61.4K- 59.07% |
$30.1M - $32.9M
|
42.5K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30+ 4.96% |
$14.7K - $16.1K
|
635
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
660+ 3.81% |
$324K - $354K
|
18K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
308+ 38.55% |
$151K - $165K
|
1.11K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.45K+ 17.21% |
$1.2M - $1.31M
|
16.7K
$9.43M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 7.8% |
$8.35K - $9.11K
|
235
$133K
|