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 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 3.42% |
$44.1K - $47.9K
|
3.03K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-935- 1.51% |
$412K - $448K
|
61K
$30.3M
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.75% |
$25.6K - $27.8K
|
7.66K
$3.81M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-251- 26.12% |
$111K - $120K
|
710
$353K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
116+ 7.96% |
$51.2K - $55.6K
|
1.57K
$783K
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.24% |
$882 - $959
|
837
$417K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
39+ 0.59% |
$17.2K - $18.7K
|
6.7K
$3.34M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-161- 9.0% |
$71K - $77.2K
|
1.63K
$810K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
198+ 1.38% |
$87.3K - $94.9K
|
14.6K
$7.25M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
288+ 12.45% |
$127K - $138K
|
2.6K
$1.3M
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-10- 1.0% |
$4.41K - $4.79K
|
986
$491K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-76- 10.17% |
$33.5K - $36.4K
|
671
$334K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
78+ 7.22% |
$34.4K - $37.4K
|
1.16K
$576K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-195- 1.31% |
$86K - $93.5K
|
14.7K
$7.34M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 2.33% |
$46.8K - $50.8K
|
4.65K
$2.31M
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-352- 1.44% |
$155K - $169K
|
24.1K
$12M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
15+ 1.29% |
$6.62K - $7.19K
|
1.18K
$585K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.93% |
$4.85K - $5.27K
|
1.2K
$597K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-109- 5.85% |
$48.1K - $52.3K
|
1.75K
$872K
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.38K+ 4.57% |
$610K - $664K
|
31.7K
$15.8M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
18New |
$7.94K - $8.63K
|
18
$8.96K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
125+ 2.97% |
$55.1K - $59.9K
|
4.33K
$2.15M
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
40+ 7.98% |
$17.6K - $19.2K
|
541
$269K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.47K+ 1.7% |
$647K - $703K
|
87.8K
$43.7M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.4K
|
2.27K
$1.13M
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-563- 5.69% |
$248K - $270K
|
9.33K
$4.64M
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-3- 0.02% |
$1.32K - $1.44K
|
15K
$7.48M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-720- 45.17% |
$318K - $345K
|
874
$435K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
464New |
$205K - $222K
|
464
$231K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
215+ 2.59% |
$94.8K - $103K
|
8.51K
$4.24M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
82+ 4.35% |
$36.2K - $39.3K
|
1.97K
$979K
|
|
Jul 16, 2024
Q2 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.05M+ 145.56% |
$465M - $505M
|
1.78M
$885M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.01K+ 4072.97% |
$1.33M - $1.45M
|
3.09K
$1.54M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-66- 6.21% |
$29.1K - $31.6K
|
996
$496K
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
61+ 3.74% |
$26.9K - $29.2K
|
1.69K
$842K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
72+ 5.07% |
$31.8K - $34.5K
|
1.49K
$743K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.61K+ 48.61% |
$711K - $773K
|
4.93K
$2.45M
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6+ 0.07% |
$2.65K - $2.88K
|
8.69K
$4.32M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$441 - $479
|
1.36K
$675K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 5.25% |
$10.6K - $11.5K
|
433
$216K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 29.79% |
$12.4K - $13.4K
|
122
$60.7K
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
300+ 1.21% |
$132K - $144K
|
25.2K
$12.5M
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
24+ 1.1% |
$10.6K - $11.5K
|
2.22K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.04% |
$882 - $959
|
5.43K
$2.7M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
133+ 2.22% |
$58.7K - $63.8K
|
6.12K
$3.04M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.28K+ 55.77% |
$1.45M - $1.57M
|
9.17K
$4.56M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.39K- 2.85% |
$611K - $664K
|
47.2K
$23.5M
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
21KNew |
$9.26M - $10.1M
|
21K
$10.5M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-311- 2.06% |
$137K - $149K
|
14.8K
$7.37M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1- 0.11% |
$441 - $479
|
936
$466K
|