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 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 29.79% |
$12.4K - $13.4K
|
122
$64K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
28+ 4.17% |
$12.4K - $13.4K
|
699
$367K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
28+ 0.17% |
$12.4K - $13.4K
|
16.8K
$8.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
28+ 0.5% |
$12.4K - $13.4K
|
5.6K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
28+ 4.39% |
$12.4K - $13.4K
|
666
$349K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
27+ 3.18% |
$11.9K - $12.9K
|
875
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27+ 1.94% |
$11.9K - $12.9K
|
1.42K
$745K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 1.0% |
$11.9K - $12.9K
|
2.72K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27+ 5.5% |
$11.9K - $12.9K
|
518
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
27+ 3.28% |
$11.9K - $12.9K
|
849
$445K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 5.12% |
$11.5K - $12.5K
|
534
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
26+ 0.2% |
$11.5K - $12.5K
|
13.1K
$6.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
26+ 4.09% |
$11.5K - $12.5K
|
662
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
26+ 0.35% |
$11.5K - $12.5K
|
7.52K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
26+ 3.54% |
$11.5K - $12.5K
|
761
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
26+ 1.37% |
$11.5K - $12.5K
|
1.93K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.3% |
$11K - $12K
|
8.38K
$4.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25+ 0.84% |
$11K - $12K
|
3.02K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
25+ 0.64% |
$11K - $12K
|
3.95K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
25+ 1.4% |
$11K - $12K
|
1.82K
$952K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 4.57% |
$11K - $12K
|
572
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 1.29% |
$11K - $12K
|
1.96K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
25+ 0.16% |
$11K - $12K
|
15.5K
$8.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
25+ 0.46% |
$11K - $12K
|
5.43K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 4.05% |
$10.6K - $11.5K
|
616
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
24+ 1.1% |
$10.6K - $11.5K
|
2.22K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
24+ 1.58% |
$10.6K - $11.5K
|
1.54K
$808K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$10.6K - $11.5K
|
24
$12.6K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
24+ 2.32% |
$10.6K - $11.5K
|
1.06K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
24+ 4.44% |
$10.6K - $11.5K
|
565
$296K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 3.76% |
$10.1K - $11K
|
634
$333K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
23+ 3.06% |
$10.1K - $11K
|
775
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
23+ 0.1% |
$10.1K - $11K
|
23.8K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 0.03% |
$10.1K - $11K
|
67K
$35.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.23% |
$9.7K - $10.5K
|
1.82K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.55% |
$9.7K - $10.5K
|
4.05K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
22+ 0.41% |
$9.7K - $10.5K
|
5.39K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
22+ 1.27% |
$9.7K - $10.5K
|
1.76K
$922K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
22+ 2.82% |
$9.7K - $10.5K
|
801
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
22+ 33.85% |
$9.7K - $10.5K
|
87
$45.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
21+ 3.06% |
$9.26K - $10.1K
|
708
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
21+ 0.66% |
$9.26K - $10.1K
|
3.21K
$1.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
21+ 3.58% |
$9.26K - $10.1K
|
607
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21+ 1.61% |
$9.26K - $10.1K
|
1.32K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.6% |
$9.26K - $10.1K
|
3.5K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21+ 1.27% |
$9.26K - $10.1K
|
1.67K
$877K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
21+ 0.71% |
$9.26K - $10.1K
|
2.96K
$1.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 1.02% |
$8.82K - $9.59K
|
1.97K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 55.56% |
$8.82K - $9.59K
|
56
$29.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 1.52% |
$8.82K - $9.59K
|
1.34K
$702K
|