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, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$543K - $582K
|
1.4K
$621K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.35K+ 58.52% |
$524K - $563K
|
3.65K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.21KNew |
$470K - $504K
|
1.21K
$537K
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.08KNew |
$420K - $451K
|
1.08K
$480K
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$405K - $435K
|
1.04K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 9.23% |
$391K - $420K
|
11.9K
$5.29M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1KNew |
$389K - $417K
|
1K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
1KNew |
$389K - $417K
|
1K
$445K
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$389K - $417K
|
1K
$445K
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
997New |
$388K - $416K
|
997
$443K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
987New |
$384K - $412K
|
987
$439K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
900+ 74.32% |
$350K - $375K
|
2.11K
$939K
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
827New |
$321K - $345K
|
827
$368K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
625New |
$243K - $261K
|
625
$278K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
622+ 1.47% |
$242K - $259K
|
43K
$19.1M
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
618New |
$240K - $258K
|
618
$275K
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
616New |
$239K - $257K
|
616
$274K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
593+ 9.14% |
$230K - $247K
|
7.08K
$3.15M
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
590+ 1594.59% |
$229K - $246K
|
627
$279K
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
578New |
$225K - $241K
|
578
$257K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
575New |
$223K - $240K
|
575
$256K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
560New |
$218K - $234K
|
560
$249K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
559New |
$217K - $233K
|
559
$249K
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
532New |
$207K - $222K
|
532
$237K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
530New |
$206K - $221K
|
530
$236K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
523New |
$203K - $218K
|
523
$233K
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
510+ 17.29% |
$198K - $213K
|
3.46K
$1.54M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
508+ 11.65% |
$197K - $212K
|
4.87K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
507New |
$197K - $211K
|
507
$225K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
275+ 16.15% |
$107K - $115K
|
1.98K
$880K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
241+ 472.55% |
$93.7K - $101K
|
292
$130K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
180+ 35.23% |
$70K - $75.1K
|
691
$307K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162New |
$63K - $67.6K
|
162
$72K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
121+ 6.31% |
$47K - $50.5K
|
2.04K
$907K
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
104+ 5.72% |
$40.4K - $43.4K
|
1.92K
$855K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 39.53% |
$38.9K - $41.7K
|
353
$157K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
99New |
$38.5K - $41.3K
|
99
$44K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95New |
$36.9K - $39.6K
|
95
$42.2K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
68+ 5.34% |
$26.4K - $28.4K
|
1.34K
$596K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
68New |
$26.4K - $28.4K
|
68
$30.2K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.19% |
$25.3K - $27.1K
|
33.4K
$14.9M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
61+ 10.48% |
$23.7K - $25.4K
|
643
$286K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
56New |
$21.8K - $23.4K
|
56
$24.9K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
55+ 7.35% |
$21.4K - $22.9K
|
803
$357K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 5.14% |
$19K - $20.4K
|
1K
$446K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
45+ 2.87% |
$17.5K - $18.8K
|
1.61K
$716K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
44+ 6.04% |
$17.1K - $18.4K
|
773
$344K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
43+ 10.7% |
$16.7K - $17.9K
|
445
$198K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$11.7K - $12.5K
|
30
$13.3K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
27+ 2.92% |
$10.5K - $11.3K
|
951
$423K
|