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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
45+ 5.15% |
$18.8K - $22K
|
918
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
45+ 2.94% |
$18.8K - $22K
|
1.58K
$821K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 1.06% |
$18.8K - $22K
|
4.3K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 0.76% |
$18.8K - $22K
|
5.99K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 1.47% |
$18.8K - $22K
|
3.11K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
44+ 4.97% |
$18.4K - $21.5K
|
929
$484K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
44+ 2.77% |
$18.4K - $21.5K
|
1.63K
$850K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
44+ 0.7% |
$18.4K - $21.5K
|
6.37K
$3.32M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44New |
$18.4K - $21.5K
|
44
$22.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 7.85% |
$18K - $21K
|
591
$308K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
43+ 0.69% |
$18K - $21K
|
6.31K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
43+ 2.78% |
$18K - $21K
|
1.59K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43+ 5.43% |
$18K - $21K
|
835
$435K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
43+ 2.3% |
$18K - $21K
|
1.91K
$996K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
43+ 10.57% |
$18K - $21K
|
450
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
42+ 1.05% |
$17.6K - $20.5K
|
4.05K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
42+ 5.12% |
$17.6K - $20.5K
|
862
$449K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
41+ 0.49% |
$17.2K - $20K
|
8.48K
$4.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 0.91% |
$17.2K - $20K
|
4.54K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 0.64% |
$17.2K - $20K
|
6.45K
$3.36M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
41+ 1.12% |
$17.2K - $20K
|
3.69K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
40+ 6.53% |
$16.8K - $19.5K
|
653
$340K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 0.1% |
$16.8K - $19.5K
|
41.1K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
40+ 1.86% |
$16.8K - $19.5K
|
2.2K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39+ 0.98% |
$16.3K - $19.1K
|
4.01K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
39+ 8.01% |
$16.3K - $19.1K
|
526
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$15.9K - $18.6K
|
1.08K
$565K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38+ 1.21% |
$15.9K - $18.6K
|
3.17K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 35.85% |
$15.9K - $18.6K
|
144
$75K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
38+ 0.66% |
$15.9K - $18.6K
|
5.76K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38+ 345.45% |
$15.9K - $18.6K
|
49
$25.5K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.56% |
$15.5K - $18.1K
|
6.66K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
37+ 2.18% |
$15.5K - $18.1K
|
1.73K
$904K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
36+ 1.92% |
$15.1K - $17.6K
|
1.91K
$994K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36+ 15.93% |
$15.1K - $17.6K
|
262
$137K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
36New |
$15.1K - $17.6K
|
36
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36+ 1800.0% |
$15.1K - $17.6K
|
38
$19.8K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36+ 4.63% |
$15.1K - $17.6K
|
814
$424K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
36+ 5.48% |
$15.1K - $17.6K
|
693
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35+ 583.33% |
$14.7K - $17.1K
|
41
$21.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
35+ 1.29% |
$14.7K - $17.1K
|
2.75K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
35+ 2.54% |
$14.7K - $17.1K
|
1.41K
$737K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.24% |
$14.7K - $17.1K
|
14.5K
$7.55M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 1.93% |
$14.7K - $17.1K
|
1.85K
$962K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
35+ 0.24% |
$14.7K - $17.1K
|
14.4K
$7.5M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
35+ 0.91% |
$14.7K - $17.1K
|
3.9K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
34+ 7.17% |
$14.2K - $16.6K
|
508
$265K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
34+ 0.28% |
$14.2K - $16.6K
|
12.2K
$6.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 0.63% |
$13.8K - $16.1K
|
5.24K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
33+ 3.96% |
$13.8K - $16.1K
|
866
$451K
|