Purchases and Sales Made in Q1 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 2024. The information is specifically focused on institutions that hold shares of Mastercard Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
337+ 3.54% |
$141K - $165K
|
9.86K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
337+ 23.62% |
$141K - $165K
|
1.76K
$931K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
337+ 60.18% |
$141K - $165K
|
897
$474K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
332+ 63.97% |
$139K - $162K
|
851
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
328+ 6.53% |
$137K - $160K
|
5.35K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
327+ 5.4% |
$137K - $160K
|
6.39K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
325+ 5.68% |
$136K - $159K
|
6.05K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
325+ 29.36% |
$136K - $159K
|
1.43K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
323+ 8.85% |
$135K - $158K
|
3.97K
$2.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
319+ 1.47% |
$134K - $156K
|
22.1K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
317+ 1.05% |
$133K - $155K
|
30.5K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
313+ 31.02% |
$131K - $153K
|
1.32K
$698K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
311+ 6.9% |
$130K - $152K
|
4.82K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
310+ 4.34% |
$130K - $151K
|
7.46K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
308+ 7.8% |
$129K - $151K
|
4.26K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
306+ 4.15% |
$128K - $150K
|
7.68K
$4.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
305+ 16.84% |
$128K - $149K
|
2.12K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
305+ 30.87% |
$128K - $149K
|
1.29K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
304+ 26.95% |
$127K - $149K
|
1.43K
$756K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
302+ 0.72% |
$126K - $148K
|
42K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
300+ 14.49% |
$126K - $147K
|
2.37K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
300+ 20.0% |
$126K - $147K
|
1.8K
$950K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
299+ 8.86% |
$125K - $146K
|
3.67K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
299+ 43.78% |
$125K - $146K
|
982
$519K
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
BUY
|
- |
298+ 1.18% |
$125K - $146K
|
25.5K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
285+ 4.94% |
$119K - $139K
|
6.05K
$3.2M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
284+ 3.99% |
$119K - $139K
|
7.4K
$3.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
283New |
$119K - $138K
|
283
$149K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
282+ 3.04% |
$118K - $138K
|
9.55K
$5.04M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
279+ 25.09% |
$117K - $136K
|
1.39K
$734K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
278+ 20.13% |
$116K - $136K
|
1.66K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
278+ 0.34% |
$116K - $136K
|
81.7K
$43.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
276+ 1.83% |
$116K - $135K
|
15.4K
$8.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
275+ 2.19% |
$115K - $134K
|
12.8K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
275+ 21.02% |
$115K - $134K
|
1.58K
$836K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
275+ 0.83% |
$115K - $134K
|
33.4K
$17.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
274+ 2.19% |
$115K - $134K
|
12.8K
$6.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
271+ 4.88% |
$113K - $132K
|
5.82K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
270+ 30.89% |
$113K - $132K
|
1.14K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
270New |
$113K - $132K
|
270
$143K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
270+ 22.88% |
$113K - $132K
|
1.45K
$766K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
269+ 6.06% |
$113K - $131K
|
4.71K
$2.49M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
268+ 3.32% |
$112K - $131K
|
8.34K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
263+ 1.56% |
$110K - $129K
|
17.1K
$9.04M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
262+ 31.34% |
$110K - $128K
|
1.1K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
260+ 37.79% |
$109K - $127K
|
948
$501K
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
257+ 4.07% |
$108K - $126K
|
6.57K
$3.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
255+ 24.93% |
$107K - $125K
|
1.28K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
255+ 2.92% |
$107K - $125K
|
8.98K
$4.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
253+ 10.25% |
$106K - $124K
|
2.72K
$1.44M
|