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 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 2.68% |
$8.07K - $9.22K
|
581
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5+ 6.58% |
$2.52K - $2.88K
|
81
$45.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 2.28% |
$20.7K - $23.6K
|
1.76K
$992K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-162- 0.63% |
$81.8K - $93.4K
|
25.6K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$505 - $576
|
4.02K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-718- 2.42% |
$362K - $414K
|
28.9K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
160+ 4.65% |
$80.7K - $92.2K
|
3.6K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.9K+ 10.45% |
$961K - $1.1M
|
20.1K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
660+ 21.11% |
$333K - $380K
|
3.79K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
178+ 1.66% |
$89.8K - $103K
|
10.9K
$6.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-28- 1.58% |
$14.1K - $16.1K
|
1.74K
$983K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
351+ 1.87% |
$177K - $202K
|
19.1K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5- 0.61% |
$2.52K - $2.88K
|
818
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-170- 9.29% |
$85.8K - $98K
|
1.66K
$938K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.69K+ 44.93% |
$2.37M - $2.71M
|
15.1K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
166+ 36.89% |
$83.8K - $95.7K
|
616
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-13- 1.68% |
$6.56K - $7.49K
|
759
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-98- 0.33% |
$49.5K - $56.5K
|
29.3K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$3.53K - $4.03K
|
1.6K
$904K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
108+ 0.87% |
$54.5K - $62.2K
|
12.6K
$7.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-2- 0.16% |
$1.01K - $1.15K
|
1.27K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
13+ 1.7% |
$6.56K - $7.49K
|
778
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-241- 0.86% |
$122K - $139K
|
27.8K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.28K+ 17.36% |
$643K - $735K
|
8.62K
$4.87M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
275+ 550.0% |
$139K - $158K
|
325
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-120- 16.55% |
$60.6K - $69.2K
|
605
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-320- 2.24% |
$161K - $184K
|
13.9K
$7.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
385+ 8.3% |
$194K - $222K
|
5.02K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-303- 1.58% |
$153K - $175K
|
18.9K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-96- 1.97% |
$48.4K - $55.3K
|
4.77K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
286+ 3.68% |
$144K - $165K
|
8.06K
$4.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
42+ 5.61% |
$21.2K - $24.2K
|
791
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.39K- 3.23% |
$1.71M - $1.95M
|
102K
$57.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-48- 2.96% |
$24.2K - $27.7K
|
1.57K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
284+ 57.49% |
$143K - $164K
|
778
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
52+ 12.65% |
$26.2K - $30K
|
463
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.51K+ 140.93% |
$1.77M - $2.02M
|
6K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
566New |
$286K - $326K
|
566
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-108- 1.52% |
$54.5K - $62.2K
|
7K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.1% |
$5.05K - $5.76K
|
10.4K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 3.21% |
$107K - $122K
|
6.82K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2+ 0.12% |
$1.01K - $1.15K
|
1.68K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 1.15% |
$2.52K - $2.88K
|
438
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.21M- 99.82% |
$4.14B - $4.73B
|
15K
$8.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
95+ 3.57% |
$47.9K - $54.7K
|
2.75K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
300New |
$151K - $173K
|
300
$170K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
75+ 2.72% |
$37.9K - $43.2K
|
2.83K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 1.76% |
$7.07K - $8.07K
|
809
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-331- 20.94% |
$167K - $191K
|
1.25K
$706K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15+ 0.09% |
$7.57K - $8.64K
|
16K
$9.06M
|