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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.04% |
$15.5K - $18K
|
87.8K
$45.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
35+ 2.43% |
$15K - $17.5K
|
1.48K
$769K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
35+ 0.24% |
$15K - $17.5K
|
14.6K
$7.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
35+ 1.3% |
$15K - $17.5K
|
2.73K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 2.4% |
$15K - $17.5K
|
1.5K
$780K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 4.8% |
$15K - $17.5K
|
764
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
35+ 2.34% |
$15K - $17.5K
|
1.53K
$798K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
35+ 4.85% |
$15K - $17.5K
|
756
$394K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.81% |
$14.6K - $17K
|
4.23K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
34+ 1.15% |
$14.6K - $17K
|
2.99K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
34+ 1.07% |
$14.6K - $17K
|
3.22K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
34+ 2.48% |
$14.6K - $17K
|
1.41K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33+ 4.5% |
$14.2K - $16.5K
|
767
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33+ 4.11% |
$14.2K - $16.5K
|
835
$435K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 4.37% |
$13.7K - $16K
|
765
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32+ 9.41% |
$13.7K - $16K
|
372
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 4.68% |
$13.3K - $15.5K
|
694
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 5.96% |
$13.3K - $15.5K
|
551
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 5.83% |
$13.3K - $15.5K
|
563
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$8.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31+ 2.29% |
$13.3K - $15.5K
|
1.39K
$722K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
31+ 2.44% |
$13.3K - $15.5K
|
1.3K
$678K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$12.9K - $15K
|
8.42K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 4.51% |
$12.9K - $15K
|
695
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.35% |
$12.9K - $15K
|
8.72K
$4.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30+ 4.82% |
$12.9K - $15K
|
653
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
30+ 4.34% |
$12.9K - $15K
|
721
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
30+ 0.6% |
$12.9K - $15K
|
5.04K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.53K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.63% |
$12.9K - $15K
|
4.8K
$2.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
29+ 0.35% |
$12.5K - $14.5K
|
8.32K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 1.73% |
$12K - $14K
|
1.65K
$858K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$12K - $14K
|
4.96K
$2.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13.5K
|
15.8K
$8.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 2.85% |
$11.6K - $13.5K
|
974
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 7.54% |
$11.6K - $13.5K
|
385
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 1.49% |
$11.6K - $13.5K
|
1.83K
$956K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 2.19% |
$11.2K - $13K
|
1.21K
$631K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 2.55% |
$11.2K - $13K
|
1.04K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
26+ 4.24% |
$11.2K - $13K
|
639
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.21% |
$11.2K - $13K
|
12.3K
$6.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26+ 0.68% |
$11.2K - $13K
|
3.83K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 3.1% |
$10.7K - $12.5K
|
832
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 4.4% |
$10.7K - $12.5K
|
593
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$10.7K - $12.5K
|
4.31K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 23.81% |
$10.7K - $12.5K
|
130
$67.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 2.02% |
$10.7K - $12.5K
|
1.27K
$659K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24+ 1.04% |
$10.3K - $12K
|
2.34K
$1.22M
|