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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-45- 5.53% |
$19.3K - $22.5K
|
769
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 0.91% |
$3.01K - $3.51K
|
760
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-20- 62.5% |
$8.59K - $10K
|
12
$6.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$438K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 4.51% |
$9.88K - $11.5K
|
533
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
643+ 117.77% |
$276K - $322K
|
1.19K
$671K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 32.0% |
$48.1K - $56.1K
|
238
$134K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$16.3K - $19K
|
1.08K
$612K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-17- 0.9% |
$7.3K - $8.52K
|
1.87K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.04KNew |
$874K - $1.02M
|
2.04K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 4.76% |
$1.29K - $1.5K
|
66
$37.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.54K+ 7.73% |
$3.24M - $3.78M
|
105K
$59.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.67K+ 15.79% |
$1.58M - $1.84M
|
26.9K
$15.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.2% |
$10.3K - $12K
|
773
$436K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.49K+ 6.24% |
$1.07M - $1.25M
|
42.4K
$23.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$430 - $501
|
4.23K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-39.3K- 2.89% |
$16.9M - $19.7M
|
1.32M
$747M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-2- 0.19% |
$859 - $1K
|
1.04K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
11+ 0.98% |
$4.73K - $5.51K
|
1.14K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.31K+ 75.82% |
$1.85M - $2.16M
|
10K
$5.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
163+ 24.44% |
$70K - $81.7K
|
830
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-41- 6.88% |
$17.6K - $20.5K
|
555
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-26- 2.87% |
$11.2K - $13K
|
880
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-98- 3.33% |
$42.1K - $49.1K
|
2.85K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$9.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.12% |
$2.15K - $2.5K
|
4.04K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 2.08% |
$21.5K - $25K
|
2.45K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.29K - $1.5K
|
1.99K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.32% |
$6.44K - $7.51K
|
4.74K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-11- 9.91% |
$4.73K - $5.51K
|
100
$56.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
37+ 7.68% |
$15.9K - $18.5K
|
519
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
152+ 15.83% |
$65.3K - $76.2K
|
1.11K
$628K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-982- 10.95% |
$422K - $492K
|
7.99K
$4.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
106+ 2.71% |
$45.5K - $53.1K
|
4.02K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.97K- 11.53% |
$2.56M - $2.99M
|
45.8K
$25.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
22+ 4.38% |
$9.45K - $11K
|
524
$296K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-10K- 81.15% |
$4.31M - $5.02M
|
2.33K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 26.13% |
$12.5K - $14.5K
|
82
$46.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 17.86% |
$4.3K - $5.01K
|
46
$26K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$792K - $923K
|
1.84K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-17- 1.39% |
$7.3K - $8.52K
|
1.21K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 79.41% |
$58K - $67.6K
|
35
$19.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-943- 0.55% |
$405K - $472K
|
172K
$97.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24+ 0.17% |
$10.3K - $12K
|
14.2K
$8.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 5.47% |
$12.9K - $15K
|
518
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
425+ 22.84% |
$183K - $213K
|
2.29K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.51K+ 37.17% |
$650K - $758K
|
5.58K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 7.4% |
$10.7K - $12.5K
|
313
$177K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-47- 4.97% |
$20.2K - $23.5K
|
898
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-406- 16.25% |
$174K - $203K
|
2.09K
$1.18M
|