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 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6+ 0.55% |
$2.65K - $2.88K
|
1.09K
$544K
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-158- 12.37% |
$69.7K - $75.7K
|
1.12K
$557K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
466New |
$206K - $223K
|
466
$232K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-50- 2.71% |
$22.1K - $24K
|
1.8K
$893K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-182- 2.07% |
$80.3K - $87.3K
|
8.62K
$4.29M
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$441 - $479
|
5.74K
$2.86M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.49K+ 151.53% |
$655K - $712K
|
2.47K
$1.23M
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15- 1.99% |
$6.62K - $7.19K
|
739
$368K
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-475- 2.29% |
$210K - $228K
|
20.3K
$10.1M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 55.56% |
$8.82K - $9.59K
|
56
$27.9K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 23.73% |
$18.5K - $20.1K
|
135
$67.2K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
340+ 2.62% |
$150K - $163K
|
13.3K
$6.63M
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-427- 4.07% |
$188K - $205K
|
10.1K
$5.01M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-248- 4.94% |
$109K - $119K
|
4.77K
$2.38M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-114- 8.39% |
$50.3K - $54.7K
|
1.25K
$620K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 3.76% |
$57.3K - $62.3K
|
3.33K
$1.66M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51+ 0.78% |
$22.5K - $24.5K
|
6.6K
$3.29M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
257+ 29.51% |
$113K - $123K
|
1.13K
$561K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-360- 73.92% |
$159K - $173K
|
127
$63.2K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-256- 14.76% |
$113K - $123K
|
1.48K
$736K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 300.0% |
$14.6K - $15.8K
|
44
$21.9K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.35K+ 85.85% |
$594K - $646K
|
2.92K
$1.45M
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 1.7% |
$39.7K - $43.1K
|
5.4K
$2.69M
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-15- 0.45% |
$6.62K - $7.19K
|
3.35K
$1.67M
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.31K- 7.18% |
$576K - $626K
|
16.9K
$8.4M
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-234- 3.43% |
$103K - $112K
|
6.59K
$3.28M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.99K+ 69.91% |
$1.32M - $1.43M
|
7.26K
$3.61M
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$882 - $959
|
1.64K
$815K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.06K+ 39.59% |
$1.35M - $1.47M
|
10.8K
$5.37M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 24.39% |
$4.41K - $4.79K
|
51
$25.4K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
140+ 1.83% |
$61.8K - $67.1K
|
7.8K
$3.88M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
102+ 3.71% |
$45K - $48.9K
|
2.85K
$1.42M
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-52- 1.76% |
$22.9K - $24.9K
|
2.91K
$1.45M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-513- 2.47% |
$226K - $246K
|
20.2K
$10.1M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-21- 2.52% |
$9.26K - $10.1K
|
812
$404K
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-35- 0.69% |
$15.4K - $16.8K
|
5.01K
$2.49M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-65- 7.71% |
$28.7K - $31.2K
|
778
$387K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-7.64K- 25.79% |
$3.37M - $3.66M
|
22K
$10.9M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.23K+ 1.87% |
$542K - $589K
|
66.9K
$33.3M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.7K+ 22.62% |
$22.4M - $24.3M
|
275K
$137M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3+ 0.59% |
$1.32K - $1.44K
|
509
$253K
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
100+ 19.84% |
$44.1K - $47.9K
|
604
$301K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
345+ 6.62% |
$152K - $165K
|
5.55K
$2.76M
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.6K+ 24.24% |
$1.14M - $1.24M
|
13.3K
$6.62M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
668+ 13.27% |
$295K - $320K
|
5.7K
$2.84M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
274+ 61.85% |
$121K - $131K
|
717
$357K
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-167- 2.23% |
$73.7K - $80.1K
|
7.33K
$3.65M
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27+ 1.94% |
$11.9K - $12.9K
|
1.42K
$707K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
110+ 0.4% |
$48.5K - $52.7K
|
27.4K
$13.6M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132+ 507.69% |
$58.2K - $63.3K
|
158
$78.6K
|