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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19+ 0.34% |
$9.59K - $10.9K
|
5.57K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19+ 2.73% |
$9.59K - $10.9K
|
715
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 1.96% |
$9.59K - $10.9K
|
986
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19+ 0.2% |
$9.59K - $10.9K
|
9.63K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
19+ 3.65% |
$9.59K - $10.9K
|
540
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
19New |
$9.59K - $10.9K
|
19
$10.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
19+ 4.96% |
$9.59K - $10.9K
|
402
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.14% |
$9.59K - $10.9K
|
1.69K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18+ 51.43% |
$9.08K - $10.4K
|
53
$30K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
18+ 2.93% |
$9.08K - $10.4K
|
632
$357K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
18+ 2.57% |
$9.08K - $10.4K
|
718
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
18+ 27.69% |
$9.08K - $10.4K
|
83
$46.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
18+ 4.51% |
$9.08K - $10.4K
|
417
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
18+ 0.17% |
$9.08K - $10.4K
|
10.7K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 8.78% |
$9.08K - $10.4K
|
223
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$9.08K - $10.4K
|
5.37K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17+ 3.92% |
$8.58K - $9.8K
|
451
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17+ 0.88% |
$8.58K - $9.8K
|
1.96K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
17+ 1.03% |
$8.58K - $9.8K
|
1.67K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 1.94% |
$8.58K - $9.8K
|
894
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 85.0% |
$8.58K - $9.8K
|
37
$20.9K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
16+ 3.95% |
$8.07K - $9.22K
|
421
$238K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
16New |
$8.07K - $9.22K
|
16
$9.04K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
16+ 0.53% |
$8.07K - $9.22K
|
3.05K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
16+ 2.63% |
$8.07K - $9.22K
|
625
$353K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16+ 3.47% |
$8.07K - $9.22K
|
477
$270K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.86% |
$8.07K - $9.22K
|
1.88K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
16+ 4.12% |
$8.07K - $9.22K
|
404
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
16+ 3.48% |
$8.07K - $9.22K
|
476
$269K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 1.53% |
$7.57K - $8.64K
|
994
$562K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.48% |
$7.57K - $8.64K
|
446
$252K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 2.69% |
$7.57K - $8.64K
|
573
$324K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 3.13% |
$7.57K - $8.64K
|
495
$280K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
15+ 1.95% |
$7.57K - $8.64K
|
784
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.23% |
$7.57K - $8.64K
|
6.43K
$3.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15+ 0.09% |
$7.57K - $8.64K
|
16K
$9.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 0.95% |
$7.57K - $8.64K
|
1.6K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
14+ 0.17% |
$7.07K - $8.07K
|
8.11K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
14+ 0.19% |
$7.07K - $8.07K
|
7.45K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14New |
$7.07K - $8.07K
|
14
$7.91K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
14+ 2.12% |
$7.07K - $8.07K
|
675
$381K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 3.93% |
$7.07K - $8.07K
|
370
$209K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14+ 3.47% |
$7.07K - $8.07K
|
418
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14+ 2.62% |
$7.07K - $8.07K
|
549
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14+ 0.63% |
$7.07K - $8.07K
|
2.25K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 1.76% |
$7.07K - $8.07K
|
809
$457K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 0.76% |
$7.07K - $8.07K
|
1.85K
$1.05M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$6.56K - $7.49K
|
13
$7.35K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.08% |
$6.56K - $7.49K
|
15.5K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 1.16% |
$6.56K - $7.49K
|
1.14K
$642K
|