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 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
144+ 15.62% |
$60.3K - $70.4K
|
1.07K
$563K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
142+ 19.48% |
$59.5K - $69.4K
|
871
$460K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
142+ 4.01% |
$59.5K - $69.4K
|
3.68K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
142+ 8.54% |
$59.5K - $69.4K
|
1.8K
$953K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
141+ 23.58% |
$59K - $68.9K
|
739
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 0.7% |
$58.6K - $68.4K
|
20.3K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
139+ 4.92% |
$58.2K - $67.9K
|
2.97K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
136+ 13.81% |
$57K - $66.5K
|
1.12K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
136+ 13.75% |
$57K - $66.5K
|
1.13K
$594K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
136+ 2.41% |
$57K - $66.5K
|
5.78K
$3.05M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
136+ 4.92% |
$57K - $66.5K
|
2.9K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
135+ 7.57% |
$56.5K - $66K
|
1.92K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
134+ 4.25% |
$56.1K - $65.5K
|
3.29K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
133+ 8.69% |
$55.7K - $65K
|
1.66K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
132+ 37.71% |
$55.3K - $64.5K
|
482
$255K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
131+ 21.13% |
$54.9K - $64K
|
751
$397K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
130+ 2.39% |
$54.4K - $63.5K
|
5.57K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
130+ 3.3% |
$54.4K - $63.5K
|
4.07K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
130+ 1.29% |
$54.4K - $63.5K
|
10.2K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
130New |
$54.4K - $63.5K
|
130
$68.6K
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
130+ 0.68% |
$54.4K - $63.5K
|
19.3K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
128+ 7.99% |
$53.6K - $62.5K
|
1.73K
$913K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 10.76% |
$52.8K - $61.6K
|
1.3K
$685K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
126+ 21.91% |
$52.8K - $61.6K
|
701
$370K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
126+ 9.94% |
$52.8K - $61.6K
|
1.39K
$736K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
126+ 5.76% |
$52.8K - $61.6K
|
2.31K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
124+ 6.14% |
$51.9K - $60.6K
|
2.14K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
124+ 6.21% |
$51.9K - $60.6K
|
2.12K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
123+ 3.84% |
$51.5K - $60.1K
|
3.32K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
123+ 0.6% |
$51.5K - $60.1K
|
20.8K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
122+ 6.07% |
$51.1K - $59.6K
|
2.13K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
121+ 0.91% |
$50.7K - $59.1K
|
13.5K
$7.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
121+ 5.77% |
$50.7K - $59.1K
|
2.22K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
121+ 2.14% |
$50.7K - $59.1K
|
5.76K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
121+ 0.61% |
$50.7K - $59.1K
|
20K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
120+ 1.4% |
$50.3K - $58.6K
|
8.68K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 0.38% |
$50.3K - $58.6K
|
31.5K
$16.6M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
118+ 11.15% |
$49.4K - $57.7K
|
1.18K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
118+ 1.35% |
$49.4K - $57.7K
|
8.87K
$4.68M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
117+ 1.68% |
$49K - $57.2K
|
7.08K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
115+ 6.58% |
$48.2K - $56.2K
|
1.86K
$984K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
115+ 22.33% |
$48.2K - $56.2K
|
630
$333K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
115+ 36.05% |
$48.2K - $56.2K
|
434
$229K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
114+ 0.94% |
$47.7K - $55.7K
|
12.3K
$6.48M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
114+ 2.93% |
$47.7K - $55.7K
|
4.01K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
113+ 6.18% |
$47.3K - $55.2K
|
1.94K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
113+ 6.16% |
$47.3K - $55.2K
|
1.95K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
113+ 1.32% |
$47.3K - $55.2K
|
8.7K
$4.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
111+ 0.61% |
$46.5K - $54.2K
|
18.4K
$9.72M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
111+ 0.63% |
$46.5K - $54.2K
|
17.8K
$9.41M
|