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 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.42K+ 165.46% |
$2.83M - $3.08M
|
10.3K
$5.12M
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
145+ 0.57% |
$64K - $69.5K
|
25.7K
$12.8M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4- 0.24% |
$1.76K - $1.92K
|
1.65K
$823K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-24- 1.89% |
$10.6K - $11.5K
|
1.24K
$619K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.43% |
$3.97K - $4.31K
|
2.12K
$1.06M
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
194+ 4.53% |
$85.6K - $93K
|
4.48K
$2.23M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-67- 3.74% |
$29.6K - $32.1K
|
1.73K
$859K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
51+ 41.8% |
$22.5K - $24.5K
|
173
$86.1K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-35- 1.88% |
$15.4K - $16.8K
|
1.83K
$910K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
84+ 3.86% |
$37.1K - $40.3K
|
2.26K
$1.12M
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$3.09K - $3.36K
|
8.82K
$4.39M
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-42- 1.27% |
$18.5K - $20.1K
|
3.27K
$1.63M
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
22+ 0.41% |
$9.7K - $10.5K
|
5.39K
$2.68M
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
15+ 1.89% |
$6.62K - $7.19K
|
809
$403K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-12- 1.89% |
$5.29K - $5.75K
|
623
$310K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.1K+ 14.15% |
$486K - $528K
|
8.88K
$4.42M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
298+ 14.65% |
$131K - $143K
|
2.33K
$1.16M
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-144- 7.7% |
$63.5K - $69K
|
1.73K
$859K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
96+ 4.71% |
$42.3K - $46K
|
2.13K
$1.06M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4+ 0.78% |
$1.76K - $1.92K
|
515
$256K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
135+ 0.34% |
$59.5K - $64.7K
|
39.8K
$19.8M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5K+ 591.95% |
$2.21M - $2.4M
|
5.85K
$2.91M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.99K+ 9.56% |
$1.32M - $1.43M
|
34.2K
$17M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 14.32% |
$80.7K - $87.7K
|
1.46K
$727K
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3+ 0.4% |
$1.32K - $1.44K
|
748
$372K
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.21% |
$441 - $479
|
476
$237K
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-320- 13.93% |
$141K - $153K
|
1.98K
$984K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-131- 0.9% |
$57.8K - $62.8K
|
14.4K
$7.18M
|
|
Jul 23, 2024
Q2 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-397K- 33.87% |
$175M - $191M
|
776K
$386M
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
87+ 5.24% |
$38.4K - $41.7K
|
1.75K
$869K
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-2.41K- 7.53% |
$1.06M - $1.16M
|
29.6K
$14.7M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
19K+ 96.85% |
$8.36M - $9.09M
|
38.5K
$19.2M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-35.3K- 3.19% |
$15.6M - $16.9M
|
1.07M
$534M
|
|
Jul 22, 2024
Q2 2024
|
Metropolis Capital LTD
|
BUY
|
- |
5.09K+ 1.56% |
$2.25M - $2.44M
|
332K
$165M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-125- 0.1% |
$55.1K - $59.9K
|
125K
$62.4M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.09K+ 53.9% |
$1.8M - $1.96M
|
11.7K
$5.81M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 5.41% |
$4.41K - $4.79K
|
195
$97.1K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-10- 1.44% |
$4.41K - $4.79K
|
685
$341K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.46K- 4.59% |
$1.97M - $2.14M
|
92.8K
$46.2M
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-45- 0.81% |
$19.8K - $21.6K
|
5.52K
$2.75M
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
304+ 1.05% |
$134K - $146K
|
29.4K
$14.6M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.24K+ 46.0% |
$986K - $1.07M
|
7.1K
$3.53M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-122- 0.1% |
$53.8K - $58.5K
|
122K
$60.9M
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.22K- 2.03% |
$1.42M - $1.54M
|
155K
$77.2M
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 5.93% |
$3.09K - $3.36K
|
111
$55.2K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
50+ 7.73% |
$22.1K - $24K
|
697
$347K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.25KNew |
$552K - $600K
|
1.25K
$623K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
986New |
$435K - $473K
|
986
$491K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-23- 2.86% |
$10.1K - $11K
|
782
$389K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-79- 0.29% |
$34.8K - $37.9K
|
27.5K
$13.7M
|