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 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24- 1.68% |
$12.1K - $13.8K
|
1.41K
$795K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 3.58% |
$50K - $57.1K
|
2.67K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
993+ 26.69% |
$501K - $572K
|
4.71K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-201- 26.04% |
$101K - $116K
|
571
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
29+ 1.25% |
$14.6K - $16.7K
|
2.35K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-118- 11.88% |
$59.6K - $68K
|
875
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$9.08K - $10.4K
|
5.37K
$3.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.62% |
$12.6K - $14.4K
|
980
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
421+ 1.33% |
$212K - $243K
|
32.1K
$18.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
231+ 5.32% |
$117K - $133K
|
4.58K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-51- 3.71% |
$25.7K - $29.4K
|
1.32K
$747K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
67+ 1.96% |
$33.8K - $38.6K
|
3.48K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-102- 8.15% |
$51.5K - $58.8K
|
1.15K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
62+ 0.92% |
$31.3K - $35.7K
|
6.8K
$3.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-23- 4.54% |
$11.6K - $13.3K
|
484
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.21% |
$505 - $576
|
484
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-125- 54.35% |
$63.1K - $72K
|
105
$59.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
84+ 0.8% |
$42.4K - $48.4K
|
10.6K
$5.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-294- 6.72% |
$148K - $169K
|
4.08K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
250New |
$126K - $144K
|
250
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 85.0% |
$8.58K - $9.8K
|
37
$20.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 1.47% |
$1.01K - $1.15K
|
138
$78K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-41- 4.81% |
$20.7K - $23.6K
|
811
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
586+ 6.47% |
$296K - $338K
|
9.64K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
171+ 18.04% |
$86.3K - $98.5K
|
1.12K
$632K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-718- 8.4% |
$362K - $414K
|
7.83K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-2.08K- 1.91% |
$1.05M - $1.2M
|
107K
$60.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-213- 1.28% |
$107K - $123K
|
16.5K
$9.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
661+ 1468.89% |
$334K - $381K
|
706
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51+ 3.62% |
$25.7K - $29.4K
|
1.46K
$824K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
39+ 6.17% |
$19.7K - $22.5K
|
671
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
801+ 14.12% |
$404K - $462K
|
6.47K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
21+ 1.22% |
$10.6K - $12.1K
|
1.74K
$985K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
40+ 2.88% |
$20.2K - $23.1K
|
1.43K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
13+ 1.06% |
$6.56K - $7.49K
|
1.24K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
74+ 9.15% |
$37.3K - $42.6K
|
883
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.76% |
$4.54K - $5.19K
|
520
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41+ 3.28% |
$20.7K - $23.6K
|
1.29K
$730K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9.31K- 18.6% |
$4.7M - $5.36M
|
40.7K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
808+ 17.28% |
$408K - $466K
|
5.49K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
74+ 6.66% |
$37.3K - $42.6K
|
1.19K
$670K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
108+ 35.64% |
$54.5K - $62.2K
|
411
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.05% |
$505 - $576
|
1.91K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-121- 0.47% |
$61.1K - $69.7K
|
25.7K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-32- 1.58% |
$16.1K - $18.4K
|
1.99K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-37- 8.87% |
$18.7K - $21.3K
|
380
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-20- 1.36% |
$10.1K - $11.5K
|
1.45K
$821K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 0.95% |
$7.57K - $8.64K
|
1.6K
$901K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-25- 3.69% |
$12.6K - $14.4K
|
652
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
510New |
$257K - $294K
|
510
$288K
|