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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8+ 0.77% |
$3.35K - $3.91K
|
1.05K
$546K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.64% |
$2.93K - $3.42K
|
1.11K
$578K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 2.06% |
$2.93K - $3.42K
|
347
$181K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7+ 0.3% |
$2.93K - $3.42K
|
2.36K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 2.61% |
$2.51K - $2.93K
|
236
$123K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.49% |
$2.51K - $2.93K
|
1.22K
$636K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6+ 0.83% |
$2.51K - $2.93K
|
726
$378K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.31% |
$2.51K - $2.93K
|
266
$139K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6+ 0.41% |
$2.51K - $2.93K
|
1.46K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.1% |
$2.51K - $2.93K
|
5.86K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.1% |
$2.51K - $2.93K
|
5.8K
$3.02M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 100.0% |
$2.51K - $2.93K
|
12
$6.25K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.24% |
$2.09K - $2.44K
|
2.11K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.14% |
$2.09K - $2.44K
|
3.59K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.86% |
$2.09K - $2.44K
|
586
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.19% |
$2.09K - $2.44K
|
2.6K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.21% |
$2.09K - $2.44K
|
2.36K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5+ 0.26% |
$2.09K - $2.44K
|
1.93K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.11% |
$2.09K - $2.44K
|
4.76K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5+ 1.06% |
$2.09K - $2.44K
|
476
$248K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.39% |
$2.09K - $2.44K
|
1.28K
$666K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4+ 0.48% |
$1.68K - $1.95K
|
839
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.68% |
$1.68K - $1.95K
|
591
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4+ 0.63% |
$1.68K - $1.95K
|
635
$331K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.08% |
$1.68K - $1.95K
|
5.14K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.44% |
$1.68K - $1.95K
|
911
$475K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
4+ 0.8% |
$1.68K - $1.95K
|
504
$263K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.15% |
$1.68K - $1.95K
|
2.69K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4+ 4.82% |
$1.68K - $1.95K
|
87
$45.3K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.81% |
$1.68K - $1.95K
|
495
$258K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
4+ 0.11% |
$1.68K - $1.95K
|
3.79K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.24% |
$1.68K - $1.95K
|
1.65K
$860K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
3+ 0.39% |
$1.26K - $1.47K
|
775
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3+ 0.52% |
$1.26K - $1.47K
|
580
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.49% |
$1.26K - $1.47K
|
611
$318K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 2.14% |
$1.26K - $1.47K
|
143
$74.5K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 2.5% |
$1.26K - $1.47K
|
123
$64.1K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.14% |
$1.26K - $1.47K
|
2.21K
$1.15M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.41% |
$1.26K - $1.47K
|
727
$379K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
2+ 0.15% |
$838 - $977
|
1.37K
$711K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$838 - $977
|
1.83K
$954K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.09% |
$838 - $977
|
2.12K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2New |
$838 - $977
|
2
$1.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.17% |
$838 - $977
|
1.19K
$620K
|
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
2+ 0.05% |
$838 - $977
|
4.35K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.05% |
$838 - $977
|
3.72K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
2+ 0.26% |
$838 - $977
|
758
$395K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2+ 0.09% |
$838 - $977
|
2.18K
$1.13M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.01% |
$419 - $489
|
100
$52.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.06% |
$419 - $489
|
1.58K
$825K
|