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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
421New |
$181K - $211K
|
421
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
418New |
$180K - $209K
|
418
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
418+ 39.58% |
$180K - $209K
|
1.47K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
414New |
$178K - $207K
|
414
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
414+ 4.18% |
$178K - $207K
|
10.3K
$5.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
413New |
$177K - $207K
|
413
$215K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
412New |
$177K - $206K
|
412
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
412New |
$177K - $206K
|
412
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
412+ 84.77% |
$177K - $206K
|
898
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
412+ 7.96% |
$177K - $206K
|
5.59K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
412New |
$177K - $206K
|
412
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
409New |
$176K - $205K
|
409
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
406New |
$174K - $203K
|
406
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
395+ 13.96% |
$170K - $198K
|
3.23K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
392+ 8.91% |
$168K - $196K
|
4.79K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
385+ 0.54% |
$165K - $193K
|
72.1K
$37.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
384+ 23.37% |
$165K - $192K
|
2.03K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
377+ 7.33% |
$162K - $189K
|
5.52K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
350+ 4.55% |
$150K - $175K
|
8.05K
$4.19M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
348+ 68.77% |
$150K - $174K
|
854
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
335+ 37.18% |
$144K - $168K
|
1.24K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.11% |
$141K - $165K
|
15.9K
$8.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
325+ 23.55% |
$140K - $163K
|
1.71K
$889K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
325+ 35.4% |
$140K - $163K
|
1.24K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
323+ 2.16% |
$139K - $162K
|
15.3K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
321+ 22.17% |
$138K - $161K
|
1.77K
$922K
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
319+ 6.42% |
$137K - $160K
|
5.29K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
312+ 0.55% |
$134K - $156K
|
57.4K
$29.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
309+ 38.48% |
$133K - $155K
|
1.11K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
309+ 8.1% |
$133K - $155K
|
4.13K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
307+ 2.1% |
$132K - $154K
|
14.9K
$7.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
306+ 1.0% |
$131K - $153K
|
31.1K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
304+ 15.9% |
$131K - $152K
|
2.22K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
303+ 3.89% |
$130K - $152K
|
8.1K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
300+ 43.29% |
$129K - $150K
|
993
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
299+ 38.33% |
$128K - $150K
|
1.08K
$562K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
296+ 6.85% |
$127K - $148K
|
4.62K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
289+ 7.35% |
$124K - $145K
|
4.22K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
288+ 32.69% |
$124K - $144K
|
1.17K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
286+ 1.68% |
$123K - $143K
|
17.3K
$9.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
286+ 5.3% |
$123K - $143K
|
5.68K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
284+ 2.84% |
$122K - $142K
|
10.3K
$5.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
283+ 5.44% |
$122K - $142K
|
5.49K
$2.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
278+ 4.85% |
$119K - $139K
|
6.01K
$3.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
278+ 1.83% |
$119K - $139K
|
15.5K
$8.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
277+ 3.47% |
$119K - $139K
|
8.25K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
276+ 40.83% |
$119K - $138K
|
952
$496K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
275+ 4.62% |
$118K - $138K
|
6.23K
$3.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
275+ 1.51% |
$118K - $138K
|
18.5K
$9.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
267+ 25.75% |
$115K - $134K
|
1.3K
$680K
|