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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
36+ 1.27% |
$15.5K - $18K
|
2.87K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.04% |
$15.5K - $18K
|
87.8K
$46.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
36+ 0.38% |
$15.5K - $18K
|
9.53K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
35+ 7.68% |
$15K - $17.5K
|
491
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35+ 41.67% |
$15K - $17.5K
|
119
$62.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
35+ 4.85% |
$15K - $17.5K
|
756
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
35+ 2.34% |
$15K - $17.5K
|
1.53K
$810K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 4.8% |
$15K - $17.5K
|
764
$404K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 2.4% |
$15K - $17.5K
|
1.5K
$791K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
35+ 1.3% |
$15K - $17.5K
|
2.73K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
35+ 0.24% |
$15K - $17.5K
|
14.6K
$7.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
35+ 2.43% |
$15K - $17.5K
|
1.48K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.56% |
$14.6K - $17K
|
780
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
34+ 2.78% |
$14.6K - $17K
|
1.26K
$665K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
34+ 2.48% |
$14.6K - $17K
|
1.41K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
34+ 1.07% |
$14.6K - $17K
|
3.22K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
34+ 1.15% |
$14.6K - $17K
|
2.99K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.81% |
$14.6K - $17K
|
4.23K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
33+ 1.07% |
$14.2K - $16.5K
|
3.13K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.32% |
$14.2K - $16.5K
|
10.2K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33+ 4.11% |
$14.2K - $16.5K
|
835
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33+ 4.5% |
$14.2K - $16.5K
|
767
$405K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32+ 9.41% |
$13.7K - $16K
|
372
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 4.37% |
$13.7K - $16K
|
765
$404K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 4.97% |
$13.3K - $15.5K
|
655
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31+ 0.78% |
$13.3K - $15.5K
|
3.99K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
31+ 2.44% |
$13.3K - $15.5K
|
1.3K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31+ 2.29% |
$13.3K - $15.5K
|
1.39K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$8.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 5.83% |
$13.3K - $15.5K
|
563
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 4.68% |
$13.3K - $15.5K
|
694
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.52K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 1.05% |
$12.9K - $15K
|
2.89K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
30+ 0.69% |
$12.9K - $15K
|
4.38K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.63% |
$12.9K - $15K
|
4.8K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.53K
$806K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
30+ 0.6% |
$12.9K - $15K
|
5.04K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
30+ 4.34% |
$12.9K - $15K
|
721
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30+ 4.82% |
$12.9K - $15K
|
653
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 4.51% |
$12.9K - $15K
|
695
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.35% |
$12.9K - $15K
|
8.72K
$4.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$12.9K - $15K
|
8.42K
$4.45M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
29+ 1.29% |
$12.5K - $14.5K
|
2.28K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
29+ 0.35% |
$12.5K - $14.5K
|
8.32K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
28+ 3.03% |
$12K - $14K
|
952
$503K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$12K - $14K
|
4.96K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 1.73% |
$12K - $14K
|
1.65K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27+ 4.02% |
$11.6K - $13.5K
|
698
$369K
|