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 |
|---|---|---|---|---|---|---|---|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
21+ 0.71% |
$9.26K - $10.1K
|
2.96K
$1.68M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 1.02% |
$8.82K - $9.59K
|
1.97K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 55.56% |
$8.82K - $9.59K
|
56
$31.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 1.52% |
$8.82K - $9.59K
|
1.34K
$757K
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
20+ 0.08% |
$8.82K - $9.59K
|
25.8K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20+ 4.12% |
$8.82K - $9.59K
|
505
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
20+ 0.98% |
$8.82K - $9.59K
|
2.05K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
19+ 2.44% |
$8.38K - $9.11K
|
797
$451K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 1.83% |
$8.38K - $9.11K
|
1.06K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
19+ 0.75% |
$8.38K - $9.11K
|
2.55K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
19+ 2.53% |
$8.38K - $9.11K
|
770
$436K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
19+ 0.89% |
$8.38K - $9.11K
|
2.16K
$1.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
18+ 0.66% |
$7.94K - $8.63K
|
2.76K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
18New |
$7.94K - $8.63K
|
18
$10.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
18+ 0.14% |
$7.94K - $8.63K
|
12.5K
$7.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
18+ 0.7% |
$7.94K - $8.63K
|
2.59K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
18+ 1.33% |
$7.94K - $8.63K
|
1.37K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
18+ 1.23% |
$7.94K - $8.63K
|
1.48K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
18+ 2.59% |
$7.94K - $8.63K
|
713
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17+ 2.43% |
$7.5K - $8.15K
|
717
$406K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.19% |
$7.5K - $8.15K
|
1.45K
$820K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17+ 3.01% |
$7.5K - $8.15K
|
582
$329K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 1.45% |
$7.5K - $8.15K
|
1.19K
$672K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 8.85% |
$7.5K - $8.15K
|
209
$118K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
17+ 1.89% |
$7.5K - $8.15K
|
917
$519K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 3.75% |
$7.5K - $8.15K
|
470
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
17+ 0.55% |
$7.5K - $8.15K
|
3.09K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
17+ 1.84% |
$7.5K - $8.15K
|
940
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
16+ 0.25% |
$7.06K - $7.67K
|
6.33K
$3.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.22% |
$7.06K - $7.67K
|
7.4K
$4.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
16+ 0.89% |
$7.06K - $7.67K
|
1.81K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
15+ 1.29% |
$6.62K - $7.19K
|
1.18K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
15+ 1.89% |
$6.62K - $7.19K
|
809
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
15+ 0.66% |
$6.62K - $7.19K
|
2.29K
$1.29M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
15+ 0.77% |
$6.62K - $7.19K
|
1.98K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 2.92% |
$6.62K - $7.19K
|
528
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
15+ 3.16% |
$6.62K - $7.19K
|
490
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$6.62K - $7.19K
|
10.6K
$6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
15+ 0.1% |
$6.62K - $7.19K
|
14.6K
$8.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14+ 5.34% |
$6.18K - $6.71K
|
276
$156K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14+ 1.4% |
$6.18K - $6.71K
|
1.02K
$575K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
14+ 0.22% |
$6.18K - $6.71K
|
6.48K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 7.95% |
$6.18K - $6.71K
|
190
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 28.57% |
$6.18K - $6.71K
|
63
$35.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 2.48% |
$5.73K - $6.23K
|
538
$305K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.53% |
$5.73K - $6.23K
|
2.48K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 18.31% |
$5.73K - $6.23K
|
84
$47.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 2.44% |
$5.29K - $5.75K
|
504
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$5.29K - $5.75K
|
8.96K
$5.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 0.45% |
$5.29K - $5.75K
|
2.7K
$1.53M
|