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 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.57K+ 34.44% |
$690K - $750K
|
6.11K
$3.04M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-88- 4.3% |
$38.8K - $42.2K
|
1.96K
$974K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.06% |
$80.7K - $87.7K
|
326K
$162M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-155- 0.71% |
$68.4K - $74.3K
|
21.8K
$10.9M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.5K+ 13.82% |
$662K - $720K
|
12.4K
$6.15M
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.23% |
$9.7K - $10.5K
|
1.82K
$904K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
32+ 0.69% |
$14.1K - $15.3K
|
4.68K
$2.33M
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-190- 4.69% |
$83.8K - $91.1K
|
3.86K
$1.92M
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-435- 2.88% |
$192K - $209K
|
14.7K
$7.3M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-160- 8.8% |
$70.6K - $76.7K
|
1.66K
$825K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-191- 27.44% |
$84.3K - $91.6K
|
505
$251K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2K- 20.11% |
$529K - $575K
|
4.76K
$2.37M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
195+ 4.47% |
$86K - $93.5K
|
4.56K
$2.27M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
57+ 2.07% |
$25.1K - $27.3K
|
2.81K
$1.4M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-11- 0.62% |
$4.85K - $5.27K
|
1.78K
$884K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
326+ 28.98% |
$144K - $156K
|
1.45K
$722K
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
523New |
$231K - $251K
|
523
$260K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.1K+ 900.0% |
$4.91M - $5.33M
|
12.4K
$6.15M
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
537+ 207.34% |
$237K - $257K
|
796
$396K
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
35+ 0.58% |
$15.4K - $16.8K
|
6.12K
$3.04M
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
230+ 11.78% |
$101K - $110K
|
2.18K
$1.09M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 2.44% |
$5.29K - $5.75K
|
504
$251K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
118+ 2.33% |
$52K - $56.6K
|
5.19K
$2.58M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30- 3.58% |
$13.2K - $14.4K
|
809
$403K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-37- 0.9% |
$16.3K - $17.7K
|
4.08K
$2.03M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8- 2.3% |
$3.53K - $3.84K
|
340
$169K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
21+ 3.06% |
$9.26K - $10.1K
|
708
$352K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 1.35% |
$3.53K - $3.84K
|
599
$298K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-69- 2.99% |
$30.4K - $33.1K
|
2.24K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.55% |
$9.7K - $10.5K
|
4.05K
$2.01M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8+ 1.34% |
$3.53K - $3.84K
|
603
$300K
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2- 0.11% |
$882 - $959
|
1.88K
$935K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
154+ 30.26% |
$67.9K - $73.8K
|
663
$330K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
39+ 1.69% |
$17.2K - $18.7K
|
2.35K
$1.17M
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-34- 3.43% |
$15K - $16.3K
|
958
$477K
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-9.21K- 6.61% |
$4.06M - $4.42M
|
130K
$64.7M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-302- 11.53% |
$133K - $145K
|
2.32K
$1.15M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
97+ 9.48% |
$42.8K - $46.5K
|
1.12K
$557K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
474+ 13.72% |
$209K - $227K
|
3.93K
$1.95M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.86% |
$4.41K - $4.79K
|
1.15K
$572K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
584+ 100.0% |
$258K - $280K
|
1.17K
$581K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-8- 1.36% |
$3.53K - $3.84K
|
579
$288K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.2K- 28.0% |
$1.41M - $1.53M
|
8.22K
$4.09M
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-57- 0.98% |
$25.1K - $27.3K
|
5.79K
$2.88M
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-505- 9.38% |
$223K - $242K
|
4.88K
$2.43M
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 1.08% |
$1.76K - $1.92K
|
365
$182K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 4.05% |
$10.6K - $11.5K
|
616
$307K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-55- 1.24% |
$24.3K - $26.4K
|
4.39K
$2.19M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 1.3% |
$3.53K - $3.84K
|
622
$310K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.04KNew |
$457K - $497K
|
1.04K
$516K
|