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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
261+ 2.13% |
$112K - $131K
|
12.5K
$6.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
260+ 2.81% |
$112K - $130K
|
9.51K
$4.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
260+ 1.47% |
$112K - $130K
|
18K
$9.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
259+ 0.94% |
$111K - $130K
|
27.9K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
257+ 3.15% |
$110K - $129K
|
8.41K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
255+ 20.05% |
$110K - $128K
|
1.53K
$796K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
252+ 4.23% |
$108K - $126K
|
6.21K
$3.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
243+ 1.31% |
$104K - $122K
|
18.9K
$9.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
243+ 5.99% |
$104K - $122K
|
4.3K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
240+ 2.75% |
$103K - $120K
|
8.97K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
239+ 5.14% |
$103K - $120K
|
4.89K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
233+ 39.09% |
$100K - $117K
|
829
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
233+ 3.58% |
$100K - $117K
|
6.74K
$3.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
231+ 21.88% |
$99.2K - $116K
|
1.29K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
229+ 9.85% |
$98.4K - $115K
|
2.55K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
228+ 6.18% |
$97.9K - $114K
|
3.92K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
227+ 9.73% |
$97.5K - $114K
|
2.56K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
226+ 10.09% |
$97.1K - $113K
|
2.47K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
225+ 11.6% |
$96.7K - $113K
|
2.16K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
222+ 2.19% |
$95.4K - $111K
|
10.3K
$5.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
220New |
$94.5K - $110K
|
220
$115K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
219+ 22.6% |
$94.1K - $110K
|
1.19K
$619K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
218+ 12.63% |
$93.7K - $109K
|
1.94K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 1.02% |
$91.5K - $107K
|
21.1K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
212+ 29.24% |
$91.1K - $106K
|
937
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
211+ 1.42% |
$90.6K - $106K
|
15.1K
$7.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
211+ 5.36% |
$90.6K - $106K
|
4.15K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
209+ 32.45% |
$89.8K - $105K
|
853
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
206+ 2.34% |
$88.5K - $103K
|
9.02K
$4.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
205+ 3.17% |
$88.1K - $103K
|
6.68K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 11.46% |
$85.9K - $100K
|
1.95K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
199+ 6.28% |
$85.5K - $99.7K
|
3.37K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
197+ 34.02% |
$84.6K - $98.7K
|
776
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
195+ 10.69% |
$83.8K - $97.7K
|
2.02K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 21.62% |
$83.8K - $97.7K
|
1.1K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
192+ 19.55% |
$82.5K - $96.2K
|
1.17K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
191+ 31.41% |
$82.1K - $95.7K
|
799
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
191+ 30.71% |
$82.1K - $95.7K
|
813
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
188+ 7.47% |
$80.8K - $94.2K
|
2.71K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
186+ 422.73% |
$79.9K - $93.2K
|
230
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
185+ 0.68% |
$79.5K - $92.7K
|
27.5K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
184+ 9.45% |
$79K - $92.2K
|
2.13K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
183+ 0.47% |
$78.6K - $91.7K
|
39.5K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
183+ 3.16% |
$78.6K - $91.7K
|
5.97K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
180+ 3.21% |
$77.3K - $90.2K
|
5.78K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
178+ 0.46% |
$76.5K - $89.2K
|
39.2K
$20.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
175+ 10.38% |
$75.2K - $87.7K
|
1.86K
$970K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
175+ 16.57% |
$75.2K - $87.7K
|
1.23K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 14.34% |
$74.3K - $86.7K
|
1.38K
$719K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
173+ 8.24% |
$74.3K - $86.7K
|
2.27K
$1.18M
|