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 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
83+ 3.41% |
$36.6K - $39.8K
|
2.52K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
82+ 4.35% |
$36.2K - $39.3K
|
1.97K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
82+ 0.47% |
$36.2K - $39.3K
|
17.5K
$9.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
82+ 0.61% |
$36.2K - $39.3K
|
13.5K
$7.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
81+ 8.72% |
$35.7K - $38.8K
|
1.01K
$526K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
81+ 0.12% |
$35.7K - $38.8K
|
68K
$35.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
81+ 5.0% |
$35.7K - $38.8K
|
1.7K
$886K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
80+ 0.81% |
$35.3K - $38.4K
|
9.9K
$5.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
80+ 6.53% |
$35.3K - $38.4K
|
1.31K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80+ 8.2% |
$35.3K - $38.4K
|
1.06K
$550K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
80New |
$35.3K - $38.4K
|
80
$41.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
80New |
$35.3K - $38.4K
|
80
$41.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
78+ 7.22% |
$34.4K - $37.4K
|
1.16K
$603K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 11.94% |
$34.4K - $37.4K
|
731
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
78+ 5.05% |
$34.4K - $37.4K
|
1.62K
$845K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
78+ 1.83% |
$34.4K - $37.4K
|
4.34K
$2.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
77+ 5.94% |
$34K - $36.9K
|
1.37K
$716K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
77+ 0.07% |
$34K - $36.9K
|
103K
$53.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
77+ 13.05% |
$34K - $36.9K
|
667
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
76+ 18.14% |
$33.5K - $36.4K
|
495
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 10.25% |
$33.1K - $36K
|
807
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
75+ 6.82% |
$33.1K - $36K
|
1.18K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
75+ 11.26% |
$33.1K - $36K
|
741
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
74+ 1.92% |
$32.6K - $35.5K
|
3.93K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
74+ 1.26% |
$32.6K - $35.5K
|
5.93K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
74+ 0.5% |
$32.6K - $35.5K
|
14.8K
$7.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
74+ 6.07% |
$32.6K - $35.5K
|
1.29K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
73+ 0.91% |
$32.2K - $35K
|
8.08K
$4.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
73+ 8.51% |
$32.2K - $35K
|
931
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
73+ 1.09% |
$32.2K - $35K
|
6.8K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.23% |
$32.2K - $35K
|
31.5K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
72+ 5.07% |
$31.8K - $34.5K
|
1.49K
$778K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
72+ 4.54% |
$31.8K - $34.5K
|
1.66K
$864K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
72+ 0.19% |
$31.8K - $34.5K
|
39K
$20.3M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
72+ 2.53% |
$31.8K - $34.5K
|
2.92K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
72+ 0.04% |
$31.8K - $34.5K
|
172K
$89.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
72+ 0.53% |
$31.8K - $34.5K
|
13.7K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
72+ 8.77% |
$31.8K - $34.5K
|
893
$465K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
71+ 7.55% |
$31.3K - $34K
|
1.01K
$527K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 11.74% |
$31.3K - $34K
|
676
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
71+ 2.02% |
$31.3K - $34K
|
3.59K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
71+ 5.93% |
$31.3K - $34K
|
1.27K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
69+ 2.19% |
$30.4K - $33.1K
|
3.23K
$1.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68+ 0.17% |
$30K - $32.6K
|
40.4K
$21.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
68+ 3.07% |
$30K - $32.6K
|
2.29K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
67+ 3.81% |
$29.6K - $32.1K
|
1.83K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
67+ 3.06% |
$29.6K - $32.1K
|
2.26K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
66+ 6.88% |
$29.1K - $31.6K
|
1.03K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
66+ 0.22% |
$29.1K - $31.6K
|
30.7K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
65+ 9.91% |
$28.7K - $31.2K
|
721
$376K
|