Purchases and Sales Made in Q2 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q2 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 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
537+ 18.11% |
$237K - $257K
|
3.5K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
533+ 5.43% |
$235K - $256K
|
10.3K
$5.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
529+ 8.4% |
$233K - $254K
|
6.83K
$3.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
524New |
$231K - $251K
|
524
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
524+ 5.59% |
$231K - $251K
|
9.89K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
524+ 22.97% |
$231K - $251K
|
2.81K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
523New |
$231K - $251K
|
523
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
521+ 2.27% |
$230K - $250K
|
23.5K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
520+ 5.12% |
$229K - $249K
|
10.7K
$5.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
519+ 0.45% |
$229K - $249K
|
115K
$60.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
517New |
$228K - $248K
|
517
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
515+ 7.59% |
$227K - $247K
|
7.3K
$3.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
511+ 35.36% |
$225K - $245K
|
1.96K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
510New |
$225K - $245K
|
510
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
510+ 0.68% |
$225K - $245K
|
75.3K
$39.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
509+ 15.27% |
$225K - $244K
|
3.84K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
508New |
$224K - $244K
|
508
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
507+ 16.5% |
$224K - $243K
|
3.58K
$1.88M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
507New |
$224K - $243K
|
507
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
506New |
$223K - $243K
|
506
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
505+ 1.23% |
$223K - $242K
|
41.6K
$21.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
504+ 17.56% |
$222K - $242K
|
3.37K
$1.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
503+ 5.89% |
$222K - $241K
|
9.04K
$4.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
502New |
$221K - $241K
|
502
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
501+ 7.98% |
$221K - $240K
|
6.78K
$3.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
500+ 25.0% |
$221K - $240K
|
2.5K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 50.05% |
$221K - $240K
|
1.5K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 13.33% |
$221K - $240K
|
4.25K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
500New |
$221K - $240K
|
500
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
498+ 2.23% |
$220K - $239K
|
22.8K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
496+ 8.55% |
$219K - $238K
|
6.3K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
494+ 14.87% |
$218K - $237K
|
3.82K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
493+ 1.23% |
$217K - $236K
|
40.5K
$21.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
493+ 4.56% |
$217K - $236K
|
11.3K
$5.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
491+ 2.42% |
$217K - $235K
|
20.8K
$10.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
490+ 3.27% |
$216K - $235K
|
15.5K
$8.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
489+ 3.56% |
$216K - $234K
|
14.2K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
489New |
$216K - $234K
|
489
$257K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
488New |
$215K - $234K
|
488
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
488New |
$215K - $234K
|
488
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
486+ 3.38% |
$214K - $233K
|
14.9K
$7.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
486New |
$214K - $233K
|
486
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
486+ 10.27% |
$214K - $233K
|
5.22K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
486+ 76.06% |
$214K - $233K
|
1.13K
$590K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
485+ 32.23% |
$214K - $233K
|
1.99K
$1.04M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
483New |
$213K - $232K
|
483
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
482New |
$213K - $231K
|
482
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
482New |
$213K - $231K
|
482
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
478+ 4.77% |
$211K - $229K
|
10.5K
$5.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
474+ 13.72% |
$209K - $227K
|
3.93K
$2.06M
|