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 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
171+ 3.08% |
$73.5K - $85.7K
|
5.72K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
171+ 7.6% |
$73.5K - $85.7K
|
2.42K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 2.61% |
$73K - $85.2K
|
6.69K
$3.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 12.01% |
$70.9K - $82.7K
|
1.54K
$802K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
165+ 0.68% |
$70.9K - $82.7K
|
24.4K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
164+ 0.6% |
$70.5K - $82.2K
|
27.6K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
164+ 24.22% |
$70.5K - $82.2K
|
841
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
164+ 5.17% |
$70.5K - $82.2K
|
3.33K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
163+ 24.44% |
$70K - $81.7K
|
830
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
159+ 6.14% |
$68.3K - $79.7K
|
2.75K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
158+ 28.68% |
$67.9K - $79.2K
|
709
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
156+ 2.76% |
$67K - $78.2K
|
5.82K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
155+ 1.01% |
$66.6K - $77.7K
|
15.6K
$8.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
155+ 1.07% |
$66.6K - $77.7K
|
14.7K
$7.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
153+ 7.01% |
$65.7K - $76.7K
|
2.34K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
152+ 15.83% |
$65.3K - $76.2K
|
1.11K
$579K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
150+ 1.23% |
$64.4K - $75.1K
|
12.3K
$6.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 12.96% |
$64K - $74.6K
|
1.3K
$677K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
147+ 6.05% |
$63.2K - $73.6K
|
2.58K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
146+ 0.57% |
$62.7K - $73.1K
|
25.6K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
146+ 20.25% |
$62.7K - $73.1K
|
867
$452K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
141+ 2.36% |
$60.6K - $70.6K
|
6.12K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
140+ 20.2% |
$60.1K - $70.1K
|
833
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 13.63% |
$60.1K - $70.1K
|
1.17K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
137+ 12.92% |
$58.9K - $68.6K
|
1.2K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
137New |
$58.9K - $68.6K
|
137
$71.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132+ 6.34% |
$56.7K - $66.1K
|
2.22K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
132+ 1.05% |
$56.7K - $66.1K
|
12.7K
$6.62M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
132+ 5.35% |
$56.7K - $66.1K
|
2.6K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
130+ 0.4% |
$55.8K - $65.1K
|
32.5K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
128+ 5.3% |
$55K - $64.1K
|
2.54K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
128+ 0.07% |
$55K - $64.1K
|
172K
$89.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
127+ 3.55% |
$54.6K - $63.6K
|
3.71K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
125+ 3.67% |
$53.7K - $62.6K
|
3.54K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$53.7K - $62.6K
|
125
$65.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 4.8% |
$53.3K - $62.1K
|
2.71K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
124+ 0.58% |
$53.3K - $62.1K
|
21.5K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
121+ 4.1% |
$52K - $60.6K
|
3.08K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
121+ 3.96% |
$52K - $60.6K
|
3.17K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
120+ 2.25% |
$51.6K - $60.1K
|
5.46K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
118+ 18.67% |
$50.7K - $59.1K
|
750
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
117+ 4.0% |
$50.3K - $58.6K
|
3.04K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
116+ 1.7% |
$49.8K - $58.1K
|
6.94K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
116+ 11.09% |
$49.8K - $58.1K
|
1.16K
$606K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
116+ 9.27% |
$49.8K - $58.1K
|
1.37K
$713K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
115+ 4.1% |
$49.4K - $57.6K
|
2.92K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
115+ 3.36% |
$49.4K - $57.6K
|
3.54K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
115+ 0.39% |
$49.4K - $57.6K
|
29.5K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
113+ 2.26% |
$48.5K - $56.6K
|
5.11K
$2.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
111+ 4.57% |
$47.7K - $55.6K
|
2.54K
$1.32M
|