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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.31K+ 9.56% |
$564K - $658K
|
15.1K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3K+ 17.09% |
$558K - $650K
|
8.89K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.28KNew |
$552K - $643K
|
1.28K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.28KNew |
$550K - $641K
|
1.28K
$667K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.8% |
$547K - $638K
|
46.8K
$24.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 14.92% |
$545K - $636K
|
9.78K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.26KNew |
$541K - $631K
|
1.26K
$656K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.26K+ 5.77% |
$541K - $631K
|
23.1K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.25K+ 0.88% |
$537K - $626K
|
143K
$74.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.23K+ 7.63% |
$527K - $615K
|
17.3K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.22KNew |
$526K - $613K
|
1.22K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 2.56% |
$524K - $611K
|
48.9K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.21K+ 13.44% |
$522K - $608K
|
10.2K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 8.8% |
$519K - $605K
|
14.9K
$7.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.2K+ 1.33% |
$516K - $602K
|
91.5K
$47.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.2K+ 2.13% |
$516K - $602K
|
57.6K
$30M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.19KNew |
$510K - $595K
|
1.19K
$618K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19K+ 4.47% |
$509K - $594K
|
27.7K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$506K - $590K
|
1.18K
$614K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18K+ 13.01% |
$505K - $589K
|
10.2K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.17K+ 14.04% |
$503K - $587K
|
9.51K
$4.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 89.86% |
$503K - $586K
|
2.47K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.16K+ 16.97% |
$498K - $581K
|
7.99K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.16KNew |
$497K - $579K
|
1.16K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$496K - $579K
|
1.16K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.15K+ 34.64% |
$495K - $577K
|
4.48K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 8.43% |
$495K - $577K
|
14.8K
$7.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15KNew |
$494K - $576K
|
1.15K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.15K+ 3.15% |
$493K - $575K
|
37.6K
$19.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.14K+ 11.49% |
$491K - $573K
|
11.1K
$5.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
1.13K+ 31.22% |
$484K - $564K
|
4.73K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.13KNew |
$484K - $564K
|
1.13K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.12KNew |
$482K - $562K
|
1.12K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.12K+ 10.64% |
$479K - $559K
|
11.6K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
1.12K+ 24.37% |
$479K - $559K
|
5.7K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.11KNew |
$476K - $556K
|
1.11K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
1.1K+ 1.15% |
$473K - $551K
|
97.2K
$50.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.1K+ 2.37% |
$473K - $551K
|
47.6K
$24.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.1K+ 157.14% |
$473K - $551K
|
1.8K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.09KNew |
$466K - $544K
|
1.09K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.38% |
$458K - $534K
|
279K
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.06K+ 4.74% |
$456K - $532K
|
23.4K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.06K+ 8.0% |
$455K - $530K
|
14.3K
$7.44M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.06K+ 7.17% |
$454K - $530K
|
15.8K
$8.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06KNew |
$453K - $529K
|
1.06K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.05K+ 8.78% |
$450K - $525K
|
13K
$6.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.31% |
$448K - $522K
|
80.6K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.04KNew |
$446K - $520K
|
1.04K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 3.82% |
$438K - $511K
|
27.7K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 5.98% |
$435K - $508K
|
17.9K
$9.34M
|