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 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14+ 0.73% |
$6.01K - $7.01K
|
1.94K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.04% |
$6.01K - $7.01K
|
31.6K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.46% |
$6.01K - $7.01K
|
3.03K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 1.78% |
$6.01K - $7.01K
|
800
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.7% |
$6.01K - $7.01K
|
2K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
13+ 0.96% |
$5.58K - $6.51K
|
1.36K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.81% |
$5.58K - $6.51K
|
1.61K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 1.86% |
$5.58K - $6.51K
|
712
$371K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 1.52% |
$5.16K - $6.01K
|
799
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 0.49% |
$5.16K - $6.01K
|
2.44K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12+ 2.65% |
$5.16K - $6.01K
|
465
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 2.43% |
$5.16K - $6.01K
|
506
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 3.01% |
$4.73K - $5.51K
|
376
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
11+ 0.98% |
$4.73K - $5.51K
|
1.14K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.76% |
$4.73K - $5.51K
|
1.46K
$761K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.74% |
$4.73K - $5.51K
|
1.51K
$784K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 3.54% |
$4.73K - $5.51K
|
322
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 0.63% |
$4.3K - $5.01K
|
1.59K
$830K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.3K - $5.01K
|
4.35K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.47% |
$4.3K - $5.01K
|
2.15K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.26K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 58.82% |
$4.3K - $5.01K
|
27
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.31K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 1.14% |
$4.3K - $5.01K
|
885
$461K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$3.87K - $4.51K
|
9
$4.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.52% |
$3.87K - $4.51K
|
1.74K
$904K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$3.87K - $4.51K
|
9
$4.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9+ 1.11% |
$3.87K - $4.51K
|
818
$426K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8+ 0.81% |
$3.44K - $4.01K
|
995
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8+ 0.29% |
$3.44K - $4.01K
|
2.77K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
8+ 0.05% |
$3.44K - $4.01K
|
14.7K
$7.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 15.69% |
$3.44K - $4.01K
|
59
$30.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
8+ 0.2% |
$3.44K - $4.01K
|
3.94K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8+ 0.59% |
$3.44K - $4.01K
|
1.37K
$713K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8+ 0.11% |
$3.44K - $4.01K
|
7.47K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8+ 0.88% |
$3.44K - $4.01K
|
917
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 0.76% |
$3.44K - $4.01K
|
1.06K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 10.94% |
$3.01K - $3.51K
|
71
$37K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$3.01K - $3.51K
|
1.46K
$759K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7+ 0.15% |
$3.01K - $3.51K
|
4.72K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.58% |
$2.58K - $3.01K
|
1.03K
$538K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$2.58K - $3.01K
|
6
$3.13K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.54% |
$2.58K - $3.01K
|
1.12K
$583K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6+ 0.44% |
$2.58K - $3.01K
|
1.36K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 4.51% |
$2.58K - $3.01K
|
139
$72.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6+ 0.29% |
$2.58K - $3.01K
|
2.07K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.71% |
$2.58K - $3.01K
|
356
$186K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5+ 0.65% |
$2.15K - $2.5K
|
780
$406K
|