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 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
18+ 1.33% |
$7.94K - $8.63K
|
1.37K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
18+ 1.23% |
$7.94K - $8.63K
|
1.48K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
18+ 2.59% |
$7.94K - $8.63K
|
713
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17+ 2.43% |
$7.5K - $8.15K
|
717
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.19% |
$7.5K - $8.15K
|
1.45K
$755K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17+ 3.01% |
$7.5K - $8.15K
|
582
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 1.45% |
$7.5K - $8.15K
|
1.19K
$619K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 8.85% |
$7.5K - $8.15K
|
209
$109K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
17+ 1.89% |
$7.5K - $8.15K
|
917
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 3.75% |
$7.5K - $8.15K
|
470
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
17+ 0.55% |
$7.5K - $8.15K
|
3.09K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
17+ 1.84% |
$7.5K - $8.15K
|
940
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
16+ 0.25% |
$7.06K - $7.67K
|
6.33K
$3.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.22% |
$7.06K - $7.67K
|
7.4K
$3.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
16+ 0.89% |
$7.06K - $7.67K
|
1.81K
$942K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
15+ 1.29% |
$6.62K - $7.19K
|
1.18K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
15+ 1.89% |
$6.62K - $7.19K
|
809
$422K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
15+ 0.66% |
$6.62K - $7.19K
|
2.29K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
15+ 0.77% |
$6.62K - $7.19K
|
1.98K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 2.92% |
$6.62K - $7.19K
|
528
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
15+ 3.16% |
$6.62K - $7.19K
|
490
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$6.62K - $7.19K
|
10.6K
$5.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
15+ 0.1% |
$6.62K - $7.19K
|
14.6K
$7.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14+ 5.34% |
$6.18K - $6.71K
|
276
$144K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14+ 1.4% |
$6.18K - $6.71K
|
1.02K
$529K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
14+ 0.22% |
$6.18K - $6.71K
|
6.48K
$3.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 7.95% |
$6.18K - $6.71K
|
190
$99K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 28.57% |
$6.18K - $6.71K
|
63
$32.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 2.48% |
$5.73K - $6.23K
|
538
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.53% |
$5.73K - $6.23K
|
2.48K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 18.31% |
$5.73K - $6.23K
|
84
$43.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 2.44% |
$5.29K - $5.75K
|
504
$263K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$5.29K - $5.75K
|
8.96K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 0.45% |
$5.29K - $5.75K
|
2.7K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12+ 1.6% |
$5.29K - $5.75K
|
763
$398K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
12+ 1.2% |
$5.29K - $5.75K
|
1.01K
$527K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
12+ 1.25% |
$5.29K - $5.75K
|
972
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$5.29K - $5.75K
|
2.92K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.36% |
$5.29K - $5.75K
|
896
$467K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 26.09% |
$5.29K - $5.75K
|
58
$30.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.93% |
$4.85K - $5.27K
|
1.2K
$625K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
11+ 1.51% |
$4.85K - $5.27K
|
741
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 3.17% |
$4.85K - $5.27K
|
358
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
11+ 0.14% |
$4.85K - $5.27K
|
7.92K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 1.45% |
$4.85K - $5.27K
|
768
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
11+ 52.38% |
$4.85K - $5.27K
|
32
$16.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.09% |
$4.41K - $4.79K
|
930
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 24.39% |
$4.41K - $4.79K
|
51
$26.6K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.25% |
$4.41K - $4.79K
|
4.09K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 5.41% |
$4.41K - $4.79K
|
195
$102K
|