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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 1.07% |
$12.3K - $13.4K
|
2.35K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-230- 9.07% |
$113K - $123K
|
2.31K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-70- 11.02% |
$34.4K - $37.5K
|
565
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 3.22% |
$7.37K - $8.04K
|
481
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
111+ 10.34% |
$54.5K - $59.5K
|
1.18K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.85% |
$491 - $536
|
117
$66.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.39K+ 57.78% |
$3.63M - $3.96M
|
20.2K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-24K- 52.04% |
$11.8M - $12.9M
|
22.1K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 1.16% |
$6.88K - $7.51K
|
1.22K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
5+ 0.3% |
$2.46K - $2.68K
|
1.66K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
466New |
$229K - $250K
|
466
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
144New |
$70.7K - $77.2K
|
144
$81.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-94- 16.88% |
$46.2K - $50.4K
|
463
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
115+ 0.79% |
$56.5K - $61.7K
|
14.6K
$8.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-122- 1.01% |
$59.9K - $65.4K
|
11.9K
$6.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
270New |
$133K - $145K
|
270
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-728- 18.07% |
$358K - $390K
|
3.3K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.55% |
$491 - $536
|
183
$103K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-11- 2.66% |
$5.4K - $5.9K
|
403
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40+ 1.36% |
$19.7K - $21.4K
|
2.98K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-48- 8.11% |
$23.6K - $25.7K
|
544
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
12.9KNew |
$6.33M - $6.91M
|
12.9K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-127- 0.38% |
$62.4K - $68.1K
|
32.9K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-23- 4.12% |
$11.3K - $12.3K
|
535
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-66- 2.7% |
$32.4K - $35.4K
|
2.38K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-175- 24.51% |
$86K - $93.8K
|
539
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
300+ 21.43% |
$147K - $161K
|
1.7K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 2.27% |
$983 - $1.07K
|
90
$50.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
402New |
$198K - $216K
|
402
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
380New |
$187K - $204K
|
380
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.35K- 50.19% |
$661K - $721K
|
1.34K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.83K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 5.25% |
$49.1K - $53.6K
|
1.81K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
389New |
$191K - $209K
|
389
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15+ 2.07% |
$7.37K - $8.04K
|
738
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
403New |
$198K - $216K
|
403
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3- 0.3% |
$1.47K - $1.61K
|
996
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-196- 28.99% |
$96.3K - $105K
|
480
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9- 1.57% |
$4.42K - $4.83K
|
563
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-12- 2.63% |
$5.9K - $6.43K
|
444
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.9KNew |
$10.8M - $11.7M
|
21.9K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
12+ 1.06% |
$5.9K - $6.43K
|
1.14K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
9+ 0.84% |
$4.42K - $4.83K
|
1.09K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-72- 15.29% |
$35.4K - $38.6K
|
399
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
398New |
$196K - $213K
|
398
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4- 0.54% |
$1.97K - $2.14K
|
732
$414K
|