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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
35+ 0.91% |
$14.7K - $17.1K
|
3.9K
$2.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
34+ 7.17% |
$14.2K - $16.6K
|
508
$268K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
34+ 0.28% |
$14.2K - $16.6K
|
12.2K
$6.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 0.63% |
$13.8K - $16.1K
|
5.24K
$2.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
33+ 3.96% |
$13.8K - $16.1K
|
866
$457K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33+ 55.0% |
$13.8K - $16.1K
|
93
$49.1K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33+ 2.59% |
$13.8K - $16.1K
|
1.31K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 1.45% |
$13.8K - $16.1K
|
2.32K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
33+ 1.98% |
$13.8K - $16.1K
|
1.7K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
33+ 2.17% |
$13.8K - $16.1K
|
1.55K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
33+ 4.61% |
$13.8K - $16.1K
|
749
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32+ 7.53% |
$13.4K - $15.6K
|
457
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
32+ 3.45% |
$13.4K - $15.6K
|
959
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
32+ 3.13% |
$13.4K - $15.6K
|
1.05K
$557K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
32+ 6.43% |
$13.4K - $15.6K
|
530
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 2.06% |
$13.4K - $15.6K
|
1.59K
$837K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
32+ 1.02% |
$13.4K - $15.6K
|
3.17K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31+ 6.46% |
$13K - $15.1K
|
511
$270K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31+ 2.16% |
$13K - $15.1K
|
1.47K
$774K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 2.84% |
$12.6K - $14.7K
|
1.09K
$574K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
30+ 0.17% |
$12.6K - $14.7K
|
17.2K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 3.92% |
$12.6K - $14.7K
|
796
$420K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 5.96% |
$12.6K - $14.7K
|
533
$281K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 3.92% |
$12.6K - $14.7K
|
796
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
29+ 145.0% |
$12.1K - $14.2K
|
49
$25.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.46% |
$12.1K - $14.2K
|
6.39K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 2.56% |
$12.1K - $14.2K
|
1.16K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
29+ 3.87% |
$12.1K - $14.2K
|
779
$411K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28+ 1.97% |
$11.7K - $13.7K
|
1.45K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.81% |
$11.7K - $13.7K
|
3.48K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
28+ 9.93% |
$11.7K - $13.7K
|
310
$164K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 1.0% |
$11.3K - $13.2K
|
2.74K
$1.44M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.23% |
$11.3K - $13.2K
|
11.5K
$6.08M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.82% |
$10.9K - $12.7K
|
1.46K
$769K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
26+ 0.48% |
$10.9K - $12.7K
|
5.41K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
26+ 3.13% |
$10.9K - $12.7K
|
858
$453K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
26+ 2.91% |
$10.9K - $12.7K
|
920
$486K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26+ 2.84% |
$10.9K - $12.7K
|
940
$496K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
26+ 1.5% |
$10.9K - $12.7K
|
1.76K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
26+ 1.48% |
$10.9K - $12.7K
|
1.78K
$939K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 8.84% |
$10.9K - $12.7K
|
320
$169K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
25+ 0.46% |
$10.5K - $12.2K
|
5.5K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 2.41% |
$10.5K - $12.2K
|
1.06K
$561K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
25+ 0.59% |
$10.5K - $12.2K
|
4.23K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
25+ 5.01% |
$10.5K - $12.2K
|
524
$277K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25+ 2.17% |
$10.5K - $12.2K
|
1.18K
$620K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
25+ 4.03% |
$10.5K - $12.2K
|
646
$341K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25+ 0.64% |
$10.5K - $12.2K
|
3.96K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 0.04% |
$10.5K - $12.2K
|
67K
$35.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
24+ 0.42% |
$10.1K - $11.7K
|
5.8K
$3.06M
|