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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
565New |
$285K - $326K
|
565
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-153- 24.25% |
$77.2K - $88.2K
|
478
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
4+ 0.06% |
$2.02K - $2.31K
|
6.66K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10- 0.95% |
$5.05K - $5.76K
|
1.05K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.03K+ 4.07% |
$520K - $594K
|
26.3K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
24+ 0.12% |
$12.1K - $13.8K
|
20.8K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-122- 2.36% |
$61.6K - $70.3K
|
5.05K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
472+ 0.22% |
$238K - $272K
|
214K
$121M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-353- 2.82% |
$178K - $203K
|
12.2K
$6.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
490+ 23.33% |
$247K - $282K
|
2.59K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1K- 33.33% |
$505K - $576K
|
2K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
66+ 1.07% |
$33.3K - $38K
|
6.25K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
389+ 3.72% |
$196K - $224K
|
10.8K
$6.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-100- 29.15% |
$50.5K - $57.6K
|
243
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
361+ 0.33% |
$182K - $208K
|
110K
$62.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63- 10.03% |
$31.8K - $36.3K
|
565
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.27K+ 30.57% |
$2.66M - $3.04M
|
22.5K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.4K- 2.14% |
$709K - $809K
|
64.3K
$36.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 1.13% |
$37.9K - $43.2K
|
6.59K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
65+ 1.04% |
$32.8K - $37.5K
|
6.31K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.28KNew |
$646K - $738K
|
1.28K
$723K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-51- 10.16% |
$25.7K - $29.4K
|
451
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
246+ 3.06% |
$124K - $142K
|
8.29K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.26K- 0.86% |
$635K - $726K
|
145K
$82M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
489+ 20.75% |
$247K - $282K
|
2.85K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 9.86% |
$25.2K - $28.8K
|
457
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
929+ 0.38% |
$469K - $535K
|
247K
$140M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.32% |
$5.05K - $5.76K
|
3.15K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.49K- 1.27% |
$1.76M - $2.01M
|
271K
$153M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 3.88% |
$27.3K - $31.1K
|
1.34K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-45- 0.32% |
$22.7K - $25.9K
|
14K
$7.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-143- 6.49% |
$72.2K - $82.4K
|
2.06K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-574K- 69.25% |
$290M - $331M
|
255K
$144M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 31.46% |
$527K - $602K
|
4.37K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
60+ 10.64% |
$30.3K - $34.6K
|
624
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-60- 0.69% |
$30.3K - $34.6K
|
8.63K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.29K+ 6.04% |
$649K - $741K
|
22.6K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5- 0.92% |
$2.52K - $2.88K
|
540
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-82- 14.19% |
$41.4K - $47.3K
|
496
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-248- 1.43% |
$125K - $143K
|
17.1K
$9.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
552+ 118.97% |
$279K - $318K
|
1.02K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
34+ 8.83% |
$17.2K - $19.6K
|
419
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
86+ 15.69% |
$43.4K - $49.6K
|
634
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-33- 5.42% |
$16.7K - $19K
|
576
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
669+ 1.99% |
$338K - $386K
|
34.3K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33+ 7.82% |
$16.7K - $19K
|
455
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 1.86% |
$5.55K - $6.34K
|
602
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 5.74% |
$3.53K - $4.03K
|
115
$65K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-263- 91.0% |
$133K - $152K
|
26
$14.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 2.28% |
$63.1K - $72K
|
5.61K
$3.17M
|