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 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
33+ 3.89% |
$16.7K - $19K
|
881
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.61K+ 262.17% |
$1.32M - $1.5M
|
3.6K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
331+ 65.42% |
$167K - $191K
|
837
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.99K+ 1.61% |
$1M - $1.14M
|
125K
$70.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
434+ 5.09% |
$219K - $250K
|
8.96K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
62+ 2.04% |
$31.3K - $35.7K
|
3.11K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.3K+ 15.69% |
$1.16M - $1.33M
|
17K
$9.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
367New |
$185K - $212K
|
367
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
12+ 1.14% |
$6.06K - $6.92K
|
1.06K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-115- 7.53% |
$58K - $66.3K
|
1.41K
$798K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-165- 7.64% |
$83.3K - $95.1K
|
2K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 4.91% |
$11.1K - $12.7K
|
470
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 20.05% |
$41.9K - $47.8K
|
497
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-50- 3.96% |
$25.2K - $28.8K
|
1.21K
$685K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-58- 0.6% |
$29.3K - $33.4K
|
9.59K
$5.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.9K- 3.41% |
$4.99M - $5.7M
|
280K
$158M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
649+ 55.57% |
$328K - $374K
|
1.82K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-834- 29.91% |
$421K - $481K
|
1.95K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.81% |
$25.2K - $28.8K
|
6.12K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19K- 23.76% |
$9.59M - $11M
|
61K
$34.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
272+ 4.3% |
$137K - $157K
|
6.6K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 71.55% |
$1.28M - $1.46M
|
1.01K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-33- 7.48% |
$16.7K - $19K
|
408
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
379New |
$191K - $218K
|
379
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
122+ 2.66% |
$61.6K - $70.3K
|
4.71K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-188- 21.17% |
$94.9K - $108K
|
700
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
47+ 3.09% |
$23.7K - $27.1K
|
1.57K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 1.16% |
$22.7K - $25.9K
|
3.84K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-6- 0.27% |
$3.03K - $3.46K
|
2.26K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 5.46% |
$18.2K - $20.7K
|
623
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1- 0.04% |
$505 - $576
|
2.47K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-29- 2.86% |
$14.6K - $16.7K
|
985
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2+ 0.24% |
$1.01K - $1.15K
|
831
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-67- 3.98% |
$33.8K - $38.6K
|
1.62K
$914K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-45- 0.33% |
$22.7K - $25.9K
|
13.4K
$7.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
992+ 17.27% |
$501K - $572K
|
6.74K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 13.0% |
$698K - $798K
|
9.26K
$5.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-266- 39.76% |
$134K - $153K
|
403
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-459- 6.48% |
$232K - $265K
|
6.63K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
65+ 2.86% |
$32.8K - $37.5K
|
2.34K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-175- 27.91% |
$88.3K - $101K
|
452
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
180+ 8.66% |
$90.8K - $104K
|
2.26K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.62K+ 88.44% |
$819K - $935K
|
3.46K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.51K- 1.26% |
$2.27M - $2.6M
|
354K
$200M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24+ 3.23% |
$12.1K - $13.8K
|
766
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-11.7K- 10.19% |
$5.89M - $6.72M
|
103K
$58.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-10- 2.21% |
$5.05K - $5.76K
|
442
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-517- 9.55% |
$261K - $298K
|
4.9K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-1- 0.08% |
$505 - $576
|
1.32K
$744K
|