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 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
28+ 6.03% |
$14.1K - $16.1K
|
492
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3+ 0.25% |
$1.51K - $1.73K
|
1.18K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-69- 10.21% |
$34.8K - $39.8K
|
607
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-67- 1.17% |
$33.8K - $38.6K
|
5.64K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-487- 6.93% |
$246K - $281K
|
6.54K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-443- 16.24% |
$224K - $255K
|
2.29K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
38.5K+ 3.93% |
$19.4M - $22.2M
|
1.02M
$576M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-173- 1.55% |
$87.3K - $99.7K
|
11K
$6.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35+ 58.33% |
$17.7K - $20.2K
|
95
$53.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 21.07% |
$87.8K - $100K
|
652
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
839+ 7.9% |
$423K - $484K
|
11.5K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.11% |
$505 - $576
|
914
$517K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.07K+ 121.36% |
$539K - $615K
|
1.95K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-38K- 23.14% |
$19.2M - $21.9M
|
126K
$71.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$5.05M - $5.76M
|
30K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
121+ 3.01% |
$61.1K - $69.7K
|
4.14K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68+ 0.4% |
$34.3K - $39.2K
|
17.2K
$9.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-80- 5.61% |
$40.4K - $46.1K
|
1.35K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-398- 30.36% |
$201K - $229K
|
913
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
149+ 0.19% |
$75.2K - $85.9K
|
79.8K
$45.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.23% |
$7.57K - $8.64K
|
6.43K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-55- 2.23% |
$27.8K - $31.7K
|
2.42K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Metropolis Capital LTD
|
BUY
|
- |
72.8K+ 23.91% |
$36.7M - $41.9M
|
377K
$213M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3- 0.14% |
$1.51K - $1.73K
|
2.12K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
82+ 2.19% |
$41.4K - $47.3K
|
3.82K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
867+ 18.64% |
$438K - $500K
|
5.52K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
109+ 20.6% |
$55K - $62.8K
|
638
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.75K- 65.67% |
$884K - $1.01M
|
916
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-69- 3.45% |
$34.8K - $39.8K
|
1.93K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
422New |
$213K - $243K
|
422
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
85+ 2.31% |
$42.9K - $49K
|
3.77K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-578- 5.78% |
$292K - $333K
|
9.43K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.43K- 8.61% |
$722K - $824K
|
15.2K
$8.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 8.74% |
$20.7K - $23.6K
|
510
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$704K - $803K
|
1.39K
$788K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-49- 2.75% |
$24.7K - $28.2K
|
1.73K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
756+ 10.94% |
$382K - $436K
|
7.67K
$4.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
537+ 12.8% |
$271K - $309K
|
4.73K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-30- 1.42% |
$15.1K - $17.3K
|
2.08K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-689- 6.4% |
$348K - $397K
|
10.1K
$5.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.71K- 11.98% |
$862K - $985K
|
12.6K
$7.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-38- 0.13% |
$19.2K - $21.9K
|
29.5K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-19- 0.7% |
$9.59K - $10.9K
|
2.7K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
262+ 2.5% |
$132K - $151K
|
10.7K
$6.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-13- 2.74% |
$6.56K - $7.49K
|
462
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
400New |
$202K - $231K
|
400
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
299New |
$151K - $172K
|
299
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 3.33% |
$50.5K - $57.6K
|
2.9K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-337- 4.64% |
$170K - $194K
|
6.92K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-3.06K- 7.67% |
$1.54M - $1.76M
|
36.8K
$20.8M
|