Purchases and Sales Made in Q4 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.05K+ 6.01% |
$1M - $1.1M
|
36.1K
$20.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 2648.05% |
$1M - $1.09M
|
2.12K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 42.29% |
$996K - $1.09M
|
6.82K
$3.93M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 42.29% |
$996K - $1.09M
|
6.82K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.02KNew |
$990K - $1.08M
|
2.02K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2K+ 5.52% |
$984K - $1.07M
|
38.3K
$22.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2K+ 19.03% |
$983K - $1.07M
|
12.5K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2KNew |
$983K - $1.07M
|
2K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2K+ 333.33% |
$983K - $1.07M
|
2.6K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98KNew |
$975K - $1.06M
|
1.98K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.98K+ 2.17% |
$974K - $1.06M
|
93.5K
$53.8M
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$972K - $1.06M
|
1.98K
$1.14M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.98KNew |
$971K - $1.06M
|
1.98K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 12.94% |
$963K - $1.05M
|
17.1K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 40.61% |
$956K - $1.04M
|
6.74K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.94KNew |
$955K - $1.04M
|
1.94K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.93KNew |
$950K - $1.04M
|
1.93K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.93KNew |
$949K - $1.04M
|
1.93K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.92KNew |
$941K - $1.03M
|
1.92K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91K+ 126.98% |
$939K - $1.02M
|
3.42K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.9KNew |
$931K - $1.02M
|
1.9K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 5.72% |
$924K - $1.01M
|
34.7K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.88K+ 1875.0% |
$921K - $1.01M
|
1.98K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.87KNew |
$919K - $1M
|
1.87K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.86K+ 11.4% |
$915K - $999K
|
18.2K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.86K+ 1.84% |
$912K - $996K
|
103K
$59.1M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.85K+ 97.37% |
$911K - $994K
|
3.76K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.85K+ 11.77% |
$909K - $992K
|
17.6K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.85KNew |
$907K - $990K
|
1.85K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.82KNew |
$893K - $974K
|
1.82K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.81K+ 7.84% |
$891K - $972K
|
24.9K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.81KNew |
$891K - $972K
|
1.81K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.81KNew |
$890K - $972K
|
1.81K
$1.04M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$889K - $970K
|
1.81K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
1.8K+ 8.86% |
$883K - $964K
|
22.1K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.78KNew |
$875K - $954K
|
1.78K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.78KNew |
$875K - $954K
|
1.78K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.77KNew |
$870K - $950K
|
1.77K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.77K+ 15.81% |
$869K - $948K
|
13K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.77K+ 22.99% |
$869K - $948K
|
9.46K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.76K+ 3.72% |
$866K - $945K
|
49.1K
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.76K+ 26.09% |
$864K - $943K
|
8.5K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.76K+ 8.18% |
$863K - $942K
|
23.2K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.76K+ 0.74% |
$862K - $941K
|
240K
$138M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.74KNew |
$854K - $932K
|
1.74K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
1.73K+ 0.72% |
$849K - $926K
|
242K
$140M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.73K+ 27.27% |
$848K - $925K
|
8.06K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.72KNew |
$845K - $922K
|
1.72K
$990K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.71K+ 7.36% |
$838K - $915K
|
24.9K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$837K - $914K
|
1.7K
$981K
|