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 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
104+ 0.41% |
$45.9K - $49.9K
|
25.4K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
102+ 3.71% |
$45K - $48.9K
|
2.85K
$1.48M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
102+ 14.03% |
$45K - $48.9K
|
829
$432K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
100+ 14.27% |
$44.1K - $47.9K
|
801
$417K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 3.07% |
$44.1K - $47.9K
|
3.36K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
100+ 19.84% |
$44.1K - $47.9K
|
604
$315K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 3.42% |
$44.1K - $47.9K
|
3.03K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 23.15% |
$44.1K - $47.9K
|
532
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 4.55% |
$44.1K - $47.9K
|
2.3K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
99+ 4.67% |
$43.7K - $47.5K
|
2.22K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
99+ 4.2% |
$43.7K - $47.5K
|
2.46K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
99+ 1.11% |
$43.7K - $47.5K
|
9.03K
$4.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 11.86% |
$43.7K - $47.5K
|
934
$487K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
99+ 1.09% |
$43.7K - $47.5K
|
9.22K
$4.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
98+ 15.43% |
$43.2K - $47K
|
733
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
97+ 9.48% |
$42.8K - $46.5K
|
1.12K
$584K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
97+ 1.7% |
$42.8K - $46.5K
|
5.81K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
96+ 4.71% |
$42.3K - $46K
|
2.13K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
95+ 8.67% |
$41.9K - $45.5K
|
1.19K
$621K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
95+ 2.87% |
$41.9K - $45.5K
|
3.41K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
92+ 9.94% |
$40.6K - $44.1K
|
1.02K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
92+ 3.75% |
$40.6K - $44.1K
|
2.55K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
91+ 1.19% |
$40.1K - $43.6K
|
7.76K
$4.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
91+ 11.36% |
$40.1K - $43.6K
|
892
$465K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
91+ 26.0% |
$40.1K - $43.6K
|
441
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
91+ 6.21% |
$40.1K - $43.6K
|
1.56K
$811K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
90+ 2.62% |
$39.7K - $43.1K
|
3.53K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 1.7% |
$39.7K - $43.1K
|
5.4K
$2.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
90+ 0.55% |
$39.7K - $43.1K
|
16.3K
$8.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
90+ 0.8% |
$39.7K - $43.1K
|
11.4K
$5.92M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
90+ 2.62% |
$39.7K - $43.1K
|
3.53K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
89+ 1.9% |
$39.3K - $42.7K
|
4.78K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
89+ 2.87% |
$39.3K - $42.7K
|
3.19K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
89+ 13.8% |
$39.3K - $42.7K
|
734
$383K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
88+ 3.72% |
$38.8K - $42.2K
|
2.46K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
88+ 1.0% |
$38.8K - $42.2K
|
8.89K
$4.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
87+ 0.45% |
$38.4K - $41.7K
|
19.5K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
87+ 5.24% |
$38.4K - $41.7K
|
1.75K
$910K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
87+ 0.87% |
$38.4K - $41.7K
|
10.1K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
87+ 0.97% |
$38.4K - $41.7K
|
9.07K
$4.73M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
87+ 0.45% |
$38.4K - $41.7K
|
19.5K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
86+ 0.58% |
$37.9K - $41.2K
|
15K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
86+ 4.34% |
$37.9K - $41.2K
|
2.07K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
86+ 0.25% |
$37.9K - $41.2K
|
34K
$17.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
85+ 2.61% |
$37.5K - $40.8K
|
3.34K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
85+ 16.63% |
$37.5K - $40.8K
|
596
$311K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
84+ 1.26% |
$37.1K - $40.3K
|
6.74K
$3.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
84+ 3.86% |
$37.1K - $40.3K
|
2.26K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
84+ 1.58% |
$37.1K - $40.3K
|
5.39K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
84+ 78.5% |
$37.1K - $40.3K
|
191
$99.5K
|