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 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
406New |
$174K - $203K
|
406
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
325+ 35.4% |
$140K - $163K
|
1.24K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
262+ 45.17% |
$113K - $131K
|
842
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
223+ 9.28% |
$95.8K - $112K
|
2.63K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
222+ 2.19% |
$95.4K - $111K
|
10.3K
$5.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220New |
$94.5K - $110K
|
220
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
191+ 3.32% |
$82.1K - $95.7K
|
5.95K
$3.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
186+ 12.19% |
$79.9K - $93.2K
|
1.71K
$967K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 13.63% |
$60.1K - $70.1K
|
1.17K
$659K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
137New |
$58.9K - $68.6K
|
137
$77.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 8.2% |
$57.1K - $66.6K
|
1.76K
$992K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
132+ 5.35% |
$56.7K - $66.1K
|
2.6K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
125+ 7.56% |
$53.7K - $62.6K
|
1.78K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$53.7K - $62.6K
|
125
$70.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
105New |
$45.1K - $52.6K
|
105
$59.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
83+ 0.44% |
$35.7K - $41.6K
|
18.9K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
79New |
$33.9K - $39.6K
|
79
$44.6K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$30.1K - $35.1K
|
70
$39.6K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
67+ 3.38% |
$28.8K - $33.6K
|
2.05K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
60+ 8.42% |
$25.8K - $30.1K
|
773
$437K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
54+ 2.29% |
$23.2K - $27.1K
|
2.42K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 2.08% |
$21.5K - $25K
|
2.45K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49+ 28.32% |
$21.1K - $24.5K
|
222
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
47+ 9.49% |
$20.2K - $23.5K
|
542
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
46+ 5.03% |
$19.8K - $23K
|
960
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
43+ 9.23% |
$18.5K - $21.5K
|
509
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$16.3K - $19K
|
1.08K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
31+ 2.44% |
$13.3K - $15.5K
|
1.3K
$735K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 2.02% |
$10.7K - $12.5K
|
1.27K
$715K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24+ 0.17% |
$10.3K - $12K
|
14.2K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
21+ 1.74% |
$9.02K - $10.5K
|
1.23K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20New |
$8.59K - $10K
|
20
$11.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 0.63% |
$8.59K - $10K
|
3.22K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
19+ 1.63% |
$8.16K - $9.52K
|
1.19K
$671K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
11+ 0.98% |
$4.73K - $5.51K
|
1.14K
$644K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
10New |
$4.3K - $5.01K
|
10
$5.65K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 1.14% |
$4.3K - $5.01K
|
885
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.26K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7+ 0.15% |
$3.01K - $3.51K
|
4.72K
$2.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$2.58K - $3.01K
|
6
$3.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.12% |
$2.15K - $2.5K
|
4.04K
$2.28M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3New |
$1.29K - $1.5K
|
3
$1.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.51% |
$859 - $1K
|
59
$33.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1+ 0.09% |
$430 - $501
|
1.13K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1+ 0.14% |
$430 - $501
|
740
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$430 - $501
|
4.23K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$430 - $501
|
832
$470K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.48% |
$430 - $501
|
209
$118K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|