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 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
698+ 7.96% |
$300K - $350K
|
9.47K
$4.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
694New |
$298K - $348K
|
694
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
672+ 6.53% |
$289K - $337K
|
11K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
667New |
$287K - $334K
|
667
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
664+ 14.19% |
$285K - $333K
|
5.34K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
660+ 17.76% |
$284K - $331K
|
4.38K
$2.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
648+ 11.07% |
$278K - $325K
|
6.5K
$3.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
647New |
$278K - $324K
|
647
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
647+ 4.43% |
$278K - $324K
|
15.3K
$7.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
644+ 6.52% |
$277K - $323K
|
10.5K
$5.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
643+ 117.77% |
$276K - $322K
|
1.19K
$620K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
628+ 0.99% |
$270K - $315K
|
64.2K
$33.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
624+ 4.44% |
$268K - $313K
|
14.7K
$7.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
615+ 1.93% |
$264K - $308K
|
32.5K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
607+ 7.76% |
$261K - $304K
|
8.43K
$4.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
600+ 72.55% |
$258K - $301K
|
1.43K
$744K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
597+ 30.58% |
$256K - $299K
|
2.55K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
596+ 0.52% |
$256K - $299K
|
116K
$60.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
589+ 8.43% |
$253K - $295K
|
7.57K
$3.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
587New |
$252K - $294K
|
587
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
575+ 23.15% |
$247K - $288K
|
3.06K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
575+ 1.3% |
$247K - $288K
|
44.7K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
573+ 2.02% |
$246K - $287K
|
29K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
572+ 24.22% |
$246K - $287K
|
2.93K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
571+ 13.3% |
$245K - $286K
|
4.86K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
571New |
$245K - $286K
|
571
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
565+ 4.24% |
$243K - $283K
|
13.9K
$7.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
558+ 5.17% |
$240K - $280K
|
11.4K
$5.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
555+ 0.91% |
$238K - $278K
|
61.5K
$32.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
554+ 5.89% |
$238K - $278K
|
9.96K
$5.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
553+ 1.99% |
$238K - $277K
|
28.4K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
550+ 28.77% |
$236K - $276K
|
2.46K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
550+ 15.7% |
$236K - $276K
|
4.05K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
546+ 8.94% |
$235K - $274K
|
6.66K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
544New |
$234K - $273K
|
544
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
541+ 3.31% |
$232K - $271K
|
16.9K
$8.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
541+ 9.49% |
$232K - $271K
|
6.24K
$3.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
540+ 2.31% |
$232K - $271K
|
23.9K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
539+ 8.65% |
$232K - $270K
|
6.77K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
536+ 8.65% |
$230K - $269K
|
6.73K
$3.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
536+ 5.3% |
$230K - $269K
|
10.7K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
535New |
$230K - $268K
|
535
$279K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
533+ 18.55% |
$229K - $267K
|
3.41K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
530+ 1.94% |
$228K - $266K
|
27.9K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
527New |
$226K - $264K
|
527
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
524New |
$225K - $263K
|
524
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
510+ 3.79% |
$219K - $256K
|
14K
$7.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
510+ 7.39% |
$219K - $256K
|
7.41K
$3.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
509New |
$219K - $255K
|
509
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
509+ 28.04% |
$219K - $255K
|
2.32K
$1.21M
|