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 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-52- 3.36% |
$22.9K - $24.9K
|
1.5K
$744K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
351+ 12.98% |
$155K - $168K
|
3.06K
$1.52M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-262- 0.41% |
$116K - $126K
|
63.5K
$31.6M
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
273+ 3.54% |
$120K - $131K
|
7.98K
$3.97M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.38K+ 4.98% |
$607K - $660K
|
29K
$14.4M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
521+ 2.27% |
$230K - $250K
|
23.5K
$11.7M
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 5.12% |
$11.5K - $12.5K
|
534
$266K
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.13% |
$441 - $479
|
787
$392K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-367- 1.96% |
$162K - $176K
|
18.4K
$9.14M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-29- 2.72% |
$12.8K - $13.9K
|
1.04K
$516K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
641+ 9.06% |
$283K - $307K
|
7.71K
$3.84M
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
47.4K+ 68.71% |
$20.9M - $22.7M
|
116K
$57.9M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-66- 2.66% |
$29.1K - $31.6K
|
2.41K
$1.2M
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-121- 1.42% |
$53.4K - $58K
|
8.37K
$4.17M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-13- 1.07% |
$5.73K - $6.23K
|
1.2K
$599K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-41- 41.0% |
$18.1K - $19.7K
|
59
$29.4K
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-11- 1.36% |
$4.85K - $5.27K
|
795
$396K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-47- 3.78% |
$20.7K - $22.5K
|
1.2K
$595K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-52- 4.2% |
$22.9K - $24.9K
|
1.19K
$590K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-5- 0.59% |
$2.21K - $2.4K
|
843
$420K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
503+ 5.89% |
$222K - $241K
|
9.04K
$4.5M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.08K+ 3.55% |
$475K - $516K
|
31.4K
$15.6M
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.25KNew |
$551K - $599K
|
1.25K
$622K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.88K+ 3.12% |
$829K - $901K
|
62.2K
$31M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.79KNew |
$2.55M - $2.77M
|
5.79K
$2.88M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-127- 16.39% |
$56K - $60.9K
|
648
$323K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$441 - $479
|
1.02K
$508K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
91+ 1.19% |
$40.1K - $43.6K
|
7.76K
$3.86M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
49+ 0.89% |
$21.6K - $23.5K
|
5.55K
$2.76M
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
27+ 3.18% |
$11.9K - $12.9K
|
875
$435K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6+ 0.43% |
$2.65K - $2.88K
|
1.41K
$703K
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
3.49K+ 84.06% |
$1.54M - $1.67M
|
7.63K
$3.8M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
488New |
$215K - $234K
|
488
$243K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$176K - $192K
|
400
$199K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
46+ 0.26% |
$20.3K - $22.1K
|
17.8K
$8.88M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.92% |
$14.6K - $15.8K
|
3.62K
$1.8M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 9.04% |
$2.01M - $2.18M
|
54.8K
$27.3M
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 2.0% |
$13.7K - $14.9K
|
1.58K
$788K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
467+ 58.67% |
$206K - $224K
|
1.26K
$629K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
186+ 7.07% |
$82K - $89.2K
|
2.82K
$1.4M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1- 0.05% |
$441 - $479
|
1.85K
$918K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-639- 2.05% |
$282K - $306K
|
30.6K
$15.2M
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-17- 2.26% |
$7.5K - $8.15K
|
734
$365K
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.83K+ 552.34% |
$1.25M - $1.36M
|
3.34K
$1.66M
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.27K- 1.02% |
$1M - $1.09M
|
220K
$110M
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-22- 38.6% |
$9.7K - $10.5K
|
35
$17.4K
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-110- 0.9% |
$48.5K - $52.7K
|
12.2K
$6.05M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
370New |
$163K - $177K
|
370
$184K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
305+ 46.85% |
$135K - $146K
|
956
$476K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.26K+ 30.12% |
$1.44M - $1.56M
|
14.1K
$7.01M
|