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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
79New |
$38.8K - $42.4K
|
79
$44.6K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
73New |
$35.9K - $39.1K
|
73
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
72+ 22.09% |
$35.4K - $38.6K
|
398
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
71+ 2.96% |
$34.9K - $38.1K
|
2.47K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
70+ 8.99% |
$34.4K - $37.5K
|
849
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
68+ 6.14% |
$33.4K - $36.5K
|
1.18K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
68New |
$33.4K - $36.5K
|
68
$38.4K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 1.76% |
$31.9K - $34.8K
|
3.75K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
64New |
$31.4K - $34.3K
|
64
$36.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
62+ 6.51% |
$30.5K - $33.2K
|
1.01K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
62New |
$30.5K - $33.2K
|
62
$35K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 3.55% |
$30K - $32.7K
|
1.78K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
58New |
$28.5K - $31.1K
|
58
$32.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$39.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
56+ 9.29% |
$27.5K - $30K
|
659
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
54+ 12.56% |
$26.5K - $29K
|
484
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 4.33% |
$24.6K - $26.8K
|
1.21K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
48+ 2.1% |
$23.6K - $25.7K
|
2.34K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$26K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$20.6K - $22.5K
|
308
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 7.68% |
$20.1K - $22K
|
575
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40+ 1.36% |
$19.7K - $21.4K
|
2.98K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39+ 6.25% |
$19.2K - $20.9K
|
663
$375K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
38+ 3.42% |
$18.7K - $20.4K
|
1.15K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
35+ 0.7% |
$17.2K - $18.8K
|
5.03K
$2.84M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$16.7K - $18.2K
|
34
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
33+ 1.15% |
$16.2K - $17.7K
|
2.9K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.7% |
$15.7K - $17.2K
|
4.64K
$2.62M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30+ 3.1% |
$14.7K - $16.1K
|
997
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
$14.7K - $16.1K
|
30
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29+ 3.65% |
$14.2K - $15.5K
|
824
$466K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
27New |
$13.3K - $14.5K
|
27
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$5.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 1.07% |
$12.3K - $13.4K
|
2.35K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.67% |
$10.3K - $11.3K
|
1.28K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 1.13% |
$9.83K - $10.7K
|
1.79K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 1.37% |
$9.83K - $10.7K
|
1.48K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
17New |
$8.35K - $9.11K
|
17
$9.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15+ 3.32% |
$7.37K - $8.04K
|
467
$264K
|