Latest Institutional Purchases of Mastercard Inc (MA)
This list provides information on the latest institutional transactions involving Mastercard Inc (MA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
249+ 1.32% |
$122K - $134K
|
19.1K
$10.8M
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
249+ 1.93% |
$122K - $134K
|
13.1K
$7.42M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
248+ 1.56% |
$122K - $133K
|
16.2K
$9.13M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248+ 5.74% |
$122K - $133K
|
4.57K
$2.58M
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
247+ 12.22% |
$121K - $132K
|
2.27K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
247+ 12.59% |
$121K - $132K
|
2.21K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
246+ 11.89% |
$121K - $132K
|
2.32K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
244+ 20.54% |
$120K - $131K
|
1.43K
$809K
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
243+ 0.35% |
$119K - $130K
|
70.3K
$39.7M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
242+ 21.04% |
$119K - $130K
|
1.39K
$786K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
240+ 1.24% |
$118K - $129K
|
19.7K
$11.1M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
239+ 17.13% |
$117K - $128K
|
1.63K
$923K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
234+ 2.31% |
$115K - $125K
|
10.4K
$5.85M
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
232New |
$114K - $124K
|
232
$131K
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
228+ 0.55% |
$112K - $122K
|
42K
$23.7M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
227+ 0.57% |
$112K - $122K
|
40K
$22.6M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
225New |
$111K - $121K
|
225
$127K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 41.36% |
$111K - $121K
|
769
$434K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.81M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 21.07% |
$108K - $118K
|
1.26K
$714K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$124K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
217+ 3.94% |
$107K - $116K
|
5.72K
$3.23M
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
217+ 0.62% |
$107K - $116K
|
35.4K
$20M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
217+ 4.38% |
$107K - $116K
|
5.17K
$2.92M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
215+ 2.1% |
$106K - $115K
|
10.4K
$5.9M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
215+ 154.68% |
$106K - $115K
|
354
$200K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 2.59% |
$106K - $115K
|
8.53K
$4.82M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
214+ 30.18% |
$105K - $115K
|
923
$521K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
213New |
$105K - $114K
|
213
$120K
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
211New |
$104K - $113K
|
211
$119K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
210+ 7.06% |
$103K - $113K
|
3.18K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
209+ 39.89% |
$103K - $112K
|
733
$414K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
209+ 8.78% |
$103K - $112K
|
2.59K
$1.46M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
209+ 3.94% |
$103K - $112K
|
5.52K
$3.12M
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
208+ 8.77% |
$102K - $112K
|
2.58K
$1.46M
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
208+ 10.94% |
$102K - $112K
|
2.11K
$1.19M
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$457K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
204+ 106.81% |
$100K - $109K
|
395
$223K
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
203+ 0.2% |
$99.7K - $109K
|
99.9K
$56.4M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 44.2% |
$99.2K - $108K
|
659
$372K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
201+ 0.89% |
$98.8K - $108K
|
22.8K
$12.9M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
201+ 36.61% |
$98.8K - $108K
|
750
$424K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200+ 100.0% |
$98.3K - $107K
|
400
$226K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
200+ 5.74% |
$98.3K - $107K
|
3.69K
$2.08M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200+ 15.08% |
$98.3K - $107K
|
1.53K
$862K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
197+ 3.56% |
$96.8K - $106K
|
5.72K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
196+ 16.13% |
$96.3K - $105K
|
1.41K
$797K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
196+ 4.84% |
$96.3K - $105K
|
4.25K
$2.4M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
194New |
$95.3K - $104K
|
194
$110K
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
190+ 1.9% |
$93.3K - $102K
|
10.2K
$5.76M
|