Purchases and Sales Made in Q3 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 3.55% |
$22.8K - $26.6K
|
1.55K
$806K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
53+ 1.86% |
$22.8K - $26.6K
|
2.9K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
53+ 5.94% |
$22.8K - $26.6K
|
946
$493K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
53+ 9.35% |
$22.8K - $26.6K
|
620
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
52+ 11.79% |
$22.3K - $26.1K
|
493
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52+ 1.17% |
$22.3K - $26.1K
|
4.48K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
52+ 7.34% |
$22.3K - $26.1K
|
760
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
51+ 3.21% |
$21.9K - $25.6K
|
1.64K
$855K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
51+ 1.44% |
$21.9K - $25.6K
|
3.59K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 0.59% |
$21.9K - $25.6K
|
8.68K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
51New |
$21.9K - $25.6K
|
51
$26.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
50+ 1.8% |
$21.5K - $25K
|
2.83K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
50+ 3.22% |
$21.5K - $25K
|
1.61K
$836K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
50+ 1.14% |
$21.5K - $25K
|
4.45K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 2.08% |
$21.5K - $25K
|
2.45K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
49+ 0.33% |
$21.1K - $24.5K
|
14.8K
$7.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
49+ 6.35% |
$21.1K - $24.5K
|
821
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49+ 28.32% |
$21.1K - $24.5K
|
222
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
48+ 2.77% |
$20.6K - $24K
|
1.78K
$927K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
47+ 3.6% |
$20.2K - $23.5K
|
1.35K
$705K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
47+ 0.91% |
$20.2K - $23.5K
|
5.23K
$2.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 4.13% |
$20.2K - $23.5K
|
1.19K
$618K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
46+ 0.62% |
$19.8K - $23K
|
7.44K
$3.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
45+ 1.6% |
$19.3K - $22.5K
|
2.86K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
45+ 1.0% |
$19.3K - $22.5K
|
4.56K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
45+ 0.81% |
$19.3K - $22.5K
|
5.64K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
44+ 4.68% |
$18.9K - $22K
|
984
$513K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
43+ 9.23% |
$18.5K - $21.5K
|
509
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
43+ 0.55% |
$18.5K - $21.5K
|
7.81K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 1.5% |
$18K - $21K
|
2.84K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
41+ 4.9% |
$17.6K - $20.5K
|
878
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
41+ 5.59% |
$17.6K - $20.5K
|
774
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
41+ 1.06% |
$17.6K - $20.5K
|
3.89K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
40+ 0.61% |
$17.2K - $20K
|
6.64K
$3.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.41% |
$17.2K - $20K
|
2.87K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40+ 3.86% |
$17.2K - $20K
|
1.08K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
40+ 0.65% |
$17.2K - $20K
|
6.19K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
40+ 6.46% |
$17.2K - $20K
|
659
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
39+ 40.21% |
$16.8K - $19.5K
|
136
$70.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
39+ 7.49% |
$16.8K - $19.5K
|
560
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
39+ 2.64% |
$16.8K - $19.5K
|
1.52K
$791K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
38+ 2.68% |
$16.3K - $19K
|
1.46K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
38+ 5.99% |
$16.3K - $19K
|
672
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
38+ 5.2% |
$16.3K - $19K
|
769
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$16.3K - $19K
|
1.08K
$565K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
38+ 0.15% |
$16.3K - $19K
|
25.5K
$13.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37+ 74.0% |
$15.9K - $18.5K
|
87
$45.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
37+ 3.39% |
$15.9K - $18.5K
|
1.13K
$589K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
37+ 7.68% |
$15.9K - $18.5K
|
519
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
36+ 0.38% |
$15.5K - $18K
|
9.53K
$4.97M
|