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 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 7.68% |
$698K - $797K
|
19.4K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.42% |
$102K - $117K
|
48.6K
$27.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
731+ 61.12% |
$369K - $421K
|
1.93K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-188- 6.66% |
$94.9K - $108K
|
2.64K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-12- 1.3% |
$6.06K - $6.92K
|
913
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-107- 4.11% |
$54K - $61.7K
|
2.5K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-520- 13.54% |
$262K - $300K
|
3.32K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13+ 1.16% |
$6.56K - $7.49K
|
1.14K
$642K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
222+ 57.22% |
$112K - $128K
|
610
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
122+ 19.0% |
$61.6K - $70.3K
|
764
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
2.55K+ 3.76% |
$1.29M - $1.47M
|
70.5K
$39.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-29- 2.1% |
$14.6K - $16.7K
|
1.35K
$764K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 7.26% |
$4.54K - $5.19K
|
133
$75.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
83+ 2.27% |
$41.9K - $47.8K
|
3.73K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-84.9K- 29.5% |
$42.8M - $48.9M
|
203K
$115M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-462- 2.99% |
$233K - $266K
|
15K
$8.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3- 0.24% |
$1.51K - $1.73K
|
1.24K
$701K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.13K- 8.37% |
$568K - $649K
|
12.3K
$6.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.4K+ 12.91% |
$1.21M - $1.39M
|
21K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.61K- 4.4% |
$1.32M - $1.51M
|
56.8K
$32.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7- 0.87% |
$3.53K - $4.03K
|
801
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.2K- 56.59% |
$1.61M - $1.84M
|
2.45K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Nepsis Inc.
|
SELL
|
- |
-27.7K- 41.81% |
$14M - $16M
|
38.6K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-72.9K- 11.0% |
$36.8M - $42M
|
589K
$333M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
117+ 23.45% |
$59K - $67.4K
|
616
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.39K- 2.62% |
$1.2M - $1.38M
|
88.7K
$50.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 3.25% |
$80.7K - $92.2K
|
4.77K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
216+ 3.21% |
$109K - $124K
|
6.95K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.07K+ 800.52% |
$1.55M - $1.77M
|
3.46K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-209- 19.1% |
$105K - $120K
|
885
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
850+ 4.32% |
$429K - $490K
|
20.5K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-50- 6.54% |
$25.2K - $28.8K
|
714
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-107- 0.59% |
$54K - $61.7K
|
18.2K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1- -0.0% |
$505 - $576
|
20.4K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
9.28K+ 59.14% |
$4.68M - $5.35M
|
25K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-245- 1.01% |
$124K - $141K
|
24K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
294+ 16.99% |
$148K - $169K
|
2.02K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
52+ 6.23% |
$26.2K - $30K
|
887
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30+ 2.7% |
$15.1K - $17.3K
|
1.14K
$644K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11- 0.18% |
$5.55K - $6.34K
|
6.13K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.46% |
$5.55K - $6.34K
|
2.38K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.43K+ 22.03% |
$720K - $822K
|
7.9K
$4.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 1.03% |
$11.1K - $12.7K
|
2.1K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.73K- 1.23% |
$4.41M - $5.03M
|
701K
$396M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-120- 2.81% |
$60.6K - $69.2K
|
4.15K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
200+ 29.03% |
$101K - $115K
|
889
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-287- 26.95% |
$145K - $165K
|
778
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
376+ 24.97% |
$190K - $217K
|
1.88K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-160- 8.1% |
$80.7K - $92.2K
|
1.82K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
819New |
$413K - $472K
|
819
$463K
|