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 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.37K- 17.17% |
$691K - $790K
|
6.61K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12+ 1.0% |
$6.06K - $6.92K
|
1.21K
$683K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
77+ 1.32% |
$38.9K - $44.4K
|
5.92K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-16- 3.56% |
$8.07K - $9.22K
|
434
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-194- 0.82% |
$97.9K - $112K
|
23.4K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.08K- 2.75% |
$546K - $624K
|
38.3K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
577+ 57.53% |
$291K - $333K
|
1.58K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-16- 2.07% |
$8.07K - $9.22K
|
756
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-107- 7.75% |
$54K - $61.7K
|
1.27K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-39.3K- 58.88% |
$19.8M - $22.6M
|
27.4K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
441+ 15.19% |
$223K - $254K
|
3.35K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 1.99% |
$7.07K - $8.07K
|
691
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-25- 0.17% |
$12.6K - $14.4K
|
15K
$8.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-435- 2.7% |
$220K - $251K
|
15.7K
$8.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-175- 2.46% |
$88.3K - $101K
|
6.93K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
199+ 2.87% |
$100K - $115K
|
7.12K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-347- 5.44% |
$175K - $200K
|
6.03K
$3.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-486- 2.22% |
$245K - $280K
|
21.4K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-793- 2.33% |
$400K - $457K
|
33.2K
$18.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.49K+ 519.33% |
$2.26M - $2.59M
|
5.35K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 19.96% |
$2.14M - $2.44M
|
25.4K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 0.76% |
$7.07K - $8.07K
|
1.85K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-788- 22.99% |
$398K - $454K
|
2.64K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-929- 7.26% |
$469K - $535K
|
11.9K
$6.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5- 0.47% |
$2.52K - $2.88K
|
1.05K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
35+ 9.31% |
$17.7K - $20.2K
|
411
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
773+ 3.85% |
$390K - $445K
|
20.8K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1+ 0.07% |
$505 - $576
|
1.53K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-97- 3.47% |
$49K - $55.9K
|
2.7K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-770- 28.1% |
$389K - $444K
|
1.97K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.66K- 8.97% |
$1.34M - $1.53M
|
27K
$15.2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-597- 10.36% |
$301K - $344K
|
5.17K
$2.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.31% |
$105K - $120K
|
67.5K
$38.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-61- 1.99% |
$30.8K - $35.2K
|
3K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2- 0.42% |
$1.01K - $1.15K
|
477
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13+ 1.15% |
$6.56K - $7.49K
|
1.14K
$646K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.14% |
$1.01K - $1.15K
|
1.42K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-238- 4.14% |
$120K - $137K
|
5.52K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-143- 9.68% |
$72.2K - $82.4K
|
1.33K
$754K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-962- 19.77% |
$485K - $554K
|
3.91K
$2.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-454- 8.6% |
$229K - $262K
|
4.82K
$2.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 7.46% |
$22.7K - $25.9K
|
558
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.24% |
$505 - $576
|
413
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 1.59% |
$12.6K - $14.4K
|
1.55K
$876K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-23- 0.62% |
$11.6K - $13.3K
|
3.68K
$2.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
195New |
$98.4K - $112K
|
195
$110K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 3.51% |
$82.8K - $94.5K
|
4.83K
$2.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 52.85% |
$84.3K - $96.2K
|
483
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.03K- 16.71% |
$1.53M - $1.74M
|
15.1K
$8.53M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-25- 1.87% |
$12.6K - $14.4K
|
1.31K
$743K
|