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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 0.61% |
$2.58K - $3.01K
|
981
$554K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 5.83% |
$4.87M - $5.68M
|
206K
$116M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-75- 11.09% |
$32.2K - $37.6K
|
601
$339K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5- 0.39% |
$2.15K - $2.5K
|
1.29K
$726K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-7- 1.46% |
$3.01K - $3.51K
|
473
$267K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
845+ 5633.33% |
$363K - $423K
|
860
$486K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
912New |
$392K - $457K
|
912
$515K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-17- 3.04% |
$7.3K - $8.52K
|
543
$307K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-853- 4.34% |
$366K - $427K
|
18.8K
$10.6M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
418New |
$180K - $209K
|
418
$236K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
647New |
$278K - $324K
|
647
$365K
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-700- 1.72% |
$301K - $351K
|
40.1K
$22.6M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-2- 0.04% |
$859 - $1K
|
4.6K
$2.6M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
587New |
$252K - $294K
|
587
$331K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 3.1% |
$10.7K - $12.5K
|
832
$470K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
897+ 10.1% |
$385K - $449K
|
9.78K
$5.52M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
64+ 1.4% |
$27.5K - $32.1K
|
4.63K
$2.61M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.61% |
$6.44K - $7.51K
|
2.43K
$1.37M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
111+ 4.57% |
$47.7K - $55.6K
|
2.54K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.05% |
$3.44K - $4.01K
|
14.7K
$8.28M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-71- 3.97% |
$30.5K - $35.6K
|
1.72K
$971K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$936K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
414New |
$178K - $207K
|
414
$234K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.13% |
$430 - $501
|
781
$441K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-8- 0.84% |
$3.44K - $4.01K
|
950
$536K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
197+ 34.02% |
$84.6K - $98.7K
|
776
$438K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4K+ 261.1% |
$1.72M - $2M
|
5.53K
$3.12M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
19+ 1.63% |
$8.16K - $9.52K
|
1.19K
$670K
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
222+ 2.19% |
$95.4K - $111K
|
10.3K
$5.84M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
507New |
$218K - $254K
|
507
$286K
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
427+ 5.59% |
$183K - $214K
|
8.06K
$4.55M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$430 - $501
|
832
$470K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
409New |
$176K - $205K
|
409
$231K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
421New |
$181K - $211K
|
421
$238K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
413New |
$177K - $207K
|
413
$233K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 13.68% |
$13.7K - $16K
|
202
$114K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.48% |
$430 - $501
|
209
$118K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8+ 0.81% |
$3.44K - $4.01K
|
995
$562K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$2.58K - $3.01K
|
6
$3.39K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.39% |
$15K - $17.5K
|
8.92K
$5.04M
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-15- 3.06% |
$6.44K - $7.51K
|
475
$268K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-10- 0.55% |
$4.3K - $5.01K
|
1.82K
$1.03M
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-5K- 11.11% |
$2.15M - $2.5M
|
40K
$22.6M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-27- 2.71% |
$11.6K - $13.5K
|
968
$547K
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-34- 3.66% |
$14.6K - $17K
|
895
$505K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 0.63% |
$8.59K - $10K
|
3.22K
$1.82M
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-198- 6.89% |
$85.1K - $99.2K
|
2.68K
$1.51M
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-45- 38.46% |
$19.3K - $22.5K
|
72
$40.7K
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
412New |
$177K - $206K
|
412
$233K
|