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 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
50+ 1.14% |
$21.5K - $25K
|
4.45K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.6K+ 1.69% |
$8.83M - $10.3M
|
1.23M
$697M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.6K+ 3.22% |
$4.12M - $4.81M
|
308K
$174M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-520- 76.25% |
$223K - $261K
|
162
$91.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-18- 50.0% |
$7.73K - $9.02K
|
18
$10.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
56New |
$24.1K - $28.1K
|
56
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 10.87% |
$10.7K - $12.5K
|
205
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 13.63% |
$60.1K - $70.1K
|
1.17K
$659K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-11- 2.07% |
$4.73K - $5.51K
|
521
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
524New |
$225K - $263K
|
524
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.95% |
$2.15K - $2.5K
|
519
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-104- 8.7% |
$44.7K - $52.1K
|
1.09K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
276+ 40.83% |
$119K - $138K
|
952
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-22- 1.25% |
$9.45K - $11K
|
1.74K
$980K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 10.94% |
$3.01K - $3.51K
|
71
$40.1K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.46% |
$430 - $501
|
220
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
13+ 0.96% |
$5.58K - $6.51K
|
1.36K
$770K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-40- 7.77% |
$17.2K - $20K
|
475
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
43+ 9.23% |
$18.5K - $21.5K
|
509
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-74- 4.05% |
$31.8K - $37.1K
|
1.76K
$991K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 2.12% |
$10.7K - $12.5K
|
1.16K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.51% |
$859 - $1K
|
59
$33.3K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
546+ 8.94% |
$235K - $274K
|
6.66K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-80- 1.26% |
$34.4K - $40.1K
|
6.25K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
424New |
$182K - $212K
|
424
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 0.51% |
$10.7K - $12.5K
|
4.86K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.3% |
$859 - $1K
|
664
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.19% |
$430 - $501
|
519
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.11K+ 344.41% |
$2.2M - $2.56M
|
6.6K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
428New |
$184K - $214K
|
428
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-418- 5.4% |
$180K - $209K
|
7.33K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 4.25% |
$21.5K - $25K
|
1.13K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1- 0.1% |
$430 - $501
|
1.02K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 8.43% |
$495K - $577K
|
14.8K
$8.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.53K+ 19.8% |
$1.95M - $2.27M
|
27.4K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.09KNew |
$466K - $544K
|
1.09K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-45- 91.84% |
$19.3K - $22.5K
|
4
$2.26K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 58.82% |
$4.3K - $5.01K
|
7
$3.95K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-195- 31.35% |
$83.8K - $97.7K
|
427
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49+ 28.32% |
$21.1K - $24.5K
|
222
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
50+ 3.22% |
$21.5K - $25K
|
1.61K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-29.4K- 87.84% |
$12.6M - $14.7M
|
4.07K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
443New |
$190K - $222K
|
443
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
435New |
$187K - $218K
|
435
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
437New |
$188K - $219K
|
437
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.24% |
$1.29K - $1.5K
|
1.24K
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-17- 1.25% |
$7.3K - $8.52K
|
1.35K
$760K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-45- 2.79% |
$19.3K - $22.5K
|
1.57K
$884K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-160- 8.04% |
$68.7K - $80.2K
|
1.83K
$1.03M
|