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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 34.27% |
$16.7M - $19.1M
|
130K
$73.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$6.06K - $6.92K
|
10K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-133- 17.52% |
$67.1K - $76.6K
|
626
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.77% |
$5.05K - $5.76K
|
371
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$505 - $576
|
611
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-20- 2.01% |
$10.1K - $11.5K
|
975
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-15- 2.18% |
$7.57K - $8.64K
|
673
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-52- 1.19% |
$26.2K - $30K
|
4.31K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
109+ 5.4% |
$55K - $62.8K
|
2.13K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
18+ 0.17% |
$9.08K - $10.4K
|
10.7K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-336- 39.02% |
$170K - $194K
|
525
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
244+ 1.31% |
$123K - $141K
|
18.9K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-966- 2.89% |
$488K - $557K
|
32.5K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-63- 2.82% |
$31.8K - $36.3K
|
2.17K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$4.04K - $4.61K
|
9.2K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-25- 2.19% |
$12.6K - $14.4K
|
1.12K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$505 - $576
|
774
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
756+ 9.91% |
$382K - $436K
|
8.39K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9- 1.62% |
$4.54K - $5.19K
|
546
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
35+ 1.83% |
$17.7K - $20.2K
|
1.95K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-176- 7.72% |
$88.8K - $101K
|
2.1K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-386- 2.67% |
$195K - $222K
|
14.1K
$7.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.01K- 3.45% |
$509K - $581K
|
28.2K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
28+ 4.71% |
$14.1K - $16.1K
|
622
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-32- 6.65% |
$16.1K - $18.4K
|
449
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.34% |
$1.01K - $1.15K
|
580
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1- 0.09% |
$505 - $576
|
1.18K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.27K- 64.19% |
$2.66M - $3.04M
|
2.94K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-7- 0.15% |
$3.53K - $4.03K
|
4.64K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-70- 1.42% |
$35.3K - $40.3K
|
4.85K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-298- 2.76% |
$150K - $172K
|
10.5K
$5.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-145- 3.84% |
$73.2K - $83.6K
|
3.63K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.75% |
$1.51K - $1.73K
|
401
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
88+ 10.68% |
$44.4K - $50.7K
|
912
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.04K+ 4.3% |
$1.03M - $1.18M
|
49.5K
$27.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-281- 0.19% |
$142K - $162K
|
149K
$84.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3- 0.58% |
$1.51K - $1.73K
|
516
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-30- 5.62% |
$15.1K - $17.3K
|
504
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-184- 4.16% |
$92.9K - $106K
|
4.24K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
47+ 7.73% |
$23.7K - $27.1K
|
655
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
745+ 182.15% |
$376K - $429K
|
1.15K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
154+ 10.57% |
$77.7K - $88.8K
|
1.61K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 2.49% |
$23.7K - $27.1K
|
1.84K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
62+ 6.01% |
$31.3K - $35.7K
|
1.09K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 11.51% |
$629K - $719K
|
12.1K
$6.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 2.22% |
$22.2K - $25.4K
|
2.03K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 17.98% |
$528K - $603K
|
6.87K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
40+ 2.41% |
$20.2K - $23.1K
|
1.7K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-5- 1.29% |
$2.52K - $2.88K
|
384
$217K
|