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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
178+ 8.6% |
$78.5K - $85.3K
|
2.25K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
178+ 0.7% |
$78.5K - $85.3K
|
25.5K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
178+ 0.56% |
$78.5K - $85.3K
|
31.9K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
178+ 26.49% |
$78.5K - $85.3K
|
850
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
177New |
$78.1K - $84.9K
|
177
$92.9K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
176+ 3.04% |
$77.6K - $84.4K
|
5.96K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
175+ 13.24% |
$77.2K - $83.9K
|
1.5K
$785K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
175+ 16.43% |
$77.2K - $83.9K
|
1.24K
$651K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
174+ 4.31% |
$76.8K - $83.4K
|
4.22K
$2.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
173+ 1.11% |
$76.3K - $82.9K
|
15.8K
$8.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
170New |
$75K - $81.5K
|
170
$89.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
170+ 38.9% |
$75K - $81.5K
|
607
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
169+ 0.51% |
$74.5K - $81K
|
33.3K
$17.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
168+ 8.65% |
$74.1K - $80.5K
|
2.11K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
166+ 16.27% |
$73.2K - $79.6K
|
1.19K
$622K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
165+ 173.68% |
$72.8K - $79.1K
|
260
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
165+ 2.03% |
$72.8K - $79.1K
|
8.29K
$4.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
163+ 1.56% |
$71.9K - $78.1K
|
10.6K
$5.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
163+ 4.0% |
$71.9K - $78.1K
|
4.24K
$2.22M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
163+ 20.45% |
$71.9K - $78.1K
|
960
$504K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
162+ 35.37% |
$71.5K - $77.7K
|
620
$325K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
161+ 30.61% |
$71K - $77.2K
|
687
$360K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 1.7% |
$71K - $77.2K
|
9.65K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
161+ 9.97% |
$71K - $77.2K
|
1.78K
$932K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
161New |
$71K - $77.2K
|
161
$84.5K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
160+ 9.21% |
$70.6K - $76.7K
|
1.9K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
159+ 1.83% |
$70.1K - $76.2K
|
8.86K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
157New |
$69.3K - $75.3K
|
157
$82.4K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
157New |
$69.3K - $75.3K
|
157
$82.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
155+ 26.77% |
$68.4K - $74.3K
|
734
$385K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.07% |
$68.4K - $74.3K
|
14.6K
$7.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
154+ 30.26% |
$67.9K - $73.8K
|
663
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
154+ 3.6% |
$67.9K - $73.8K
|
4.43K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
154+ 12.81% |
$67.9K - $73.8K
|
1.36K
$711K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
152+ 24.8% |
$67K - $72.9K
|
765
$401K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
151+ 0.22% |
$66.6K - $72.4K
|
69.2K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
151+ 23.78% |
$66.6K - $72.4K
|
786
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
151+ 1.16% |
$66.6K - $72.4K
|
13.2K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
151+ 1.86% |
$66.6K - $72.4K
|
8.29K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
150New |
$66.2K - $71.9K
|
150
$78.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
148+ 5.33% |
$65.3K - $71K
|
2.92K
$1.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
147+ 17.6% |
$64.8K - $70.5K
|
982
$515K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
147+ 13.07% |
$64.8K - $70.5K
|
1.27K
$667K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
146+ 4.83% |
$64.4K - $70K
|
3.17K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
146+ 5.89% |
$64.4K - $70K
|
2.63K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
145+ 0.57% |
$64K - $69.5K
|
25.7K
$13.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
145+ 3.41% |
$64K - $69.5K
|
4.4K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
144+ 2.8% |
$63.5K - $69K
|
5.28K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
142+ 1.21% |
$62.6K - $68.1K
|
11.8K
$6.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
141+ 7.79% |
$62.2K - $67.6K
|
1.95K
$1.02M
|