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 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
210+ 3.06% |
$106K - $121K
|
7.06K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
70+ 7.88% |
$35.3K - $40.3K
|
958
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
3.64K+ 5.54% |
$1.84M - $2.1M
|
69.3K
$39.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.04K - $4.61K
|
8
$4.52K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-39- 2.07% |
$19.7K - $22.5K
|
1.84K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-67- 52.76% |
$33.8K - $38.6K
|
60
$33.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.82K- 52.35% |
$1.42M - $1.63M
|
2.57K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
496New |
$250K - $286K
|
496
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-123- 8.24% |
$62.1K - $70.9K
|
1.37K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
189New |
$95.4K - $109K
|
189
$107K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.8K- 79.22% |
$910K - $1.04M
|
473
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8KNew |
$4.04M - $4.61M
|
8K
$4.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
651+ 13.23% |
$329K - $375K
|
5.57K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
651+ 1.33% |
$329K - $375K
|
49.7K
$28.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.8% |
$3.53K - $4.03K
|
887
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-95- 1.02% |
$47.9K - $54.7K
|
9.18K
$5.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
94+ 0.72% |
$47.4K - $54.2K
|
13.2K
$7.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.3K+ 47.41% |
$656K - $749K
|
4.04K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1- 0.15% |
$505 - $576
|
651
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 6.05% |
$20.2K - $23.1K
|
621
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-22- 0.27% |
$11.1K - $12.7K
|
8.28K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3- 0.36% |
$1.51K - $1.73K
|
832
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.13% |
$7.57K - $8.64K
|
11.8K
$6.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.44K+ 149.45% |
$1.23M - $1.41M
|
4.08K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-287- 7.36% |
$145K - $165K
|
3.62K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
25+ 5.67% |
$12.6K - $14.4K
|
466
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
48+ 11.21% |
$24.2K - $27.7K
|
476
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18- 0.53% |
$9.08K - $10.4K
|
3.4K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-332K- 16.95% |
$167M - $191M
|
1.63M
$918M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-360- 1.84% |
$182K - $207K
|
19.2K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 4.04% |
$12.6K - $14.4K
|
594
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-64- 2.12% |
$32.3K - $36.9K
|
2.96K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7- 0.34% |
$3.53K - $4.03K
|
2.03K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
53+ 12.77% |
$26.7K - $30.5K
|
468
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 3.65% |
$9.59K - $10.9K
|
540
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-935- 37.36% |
$472K - $539K
|
1.57K
$886K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8+ 1.66% |
$4.04K - $4.61K
|
489
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
53+ 12.71% |
$26.7K - $30.5K
|
470
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-223- 2.45% |
$113K - $129K
|
8.89K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
507New |
$256K - $292K
|
507
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.1% |
$1.51K - $1.73K
|
2.95K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-32- 2.01% |
$16.1K - $18.4K
|
1.56K
$883K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.18K- 1.95% |
$596K - $681K
|
59.4K
$33.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 9.64% |
$4.04K - $4.61K
|
91
$51.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-346- 7.58% |
$175K - $199K
|
4.22K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 3.2% |
$30.3K - $34.6K
|
1.81K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-20.8K- 1.42% |
$10.5M - $12M
|
1.45M
$818M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
11+ 1.56% |
$5.55K - $6.34K
|
718
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 0.52% |
$6.06K - $6.92K
|
2.32K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
14.6K+ 27.19% |
$7.39M - $8.44M
|
68.5K
$38.7M
|