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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
89+ 0.94% |
$43.7K - $47.7K
|
9.57K
$5.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
85+ 3.38% |
$41.8K - $45.6K
|
2.6K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 8.19% |
$41.8K - $45.6K
|
1.12K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
85+ 15.6% |
$41.8K - $45.6K
|
630
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 8.38% |
$41.3K - $45K
|
1.09K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
84+ 16.06% |
$41.3K - $45K
|
607
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
83+ 0.65% |
$40.8K - $44.5K
|
12.8K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.91% |
$40.8K - $44.5K
|
4.43K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
82+ 3.75% |
$40.3K - $44K
|
2.27K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
81+ 0.2% |
$39.8K - $43.4K
|
39.9K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
81+ 19.66% |
$39.8K - $43.4K
|
493
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
81+ 3.05% |
$39.8K - $43.4K
|
2.73K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
80+ 1.97% |
$39.3K - $42.9K
|
4.13K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
79+ 5.89% |
$38.8K - $42.4K
|
1.42K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
79+ 1.37% |
$38.8K - $42.4K
|
5.83K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 2.91% |
$38.3K - $41.8K
|
2.76K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
77+ 3.18% |
$37.8K - $41.3K
|
2.5K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 4.6% |
$37.3K - $40.7K
|
1.73K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
75+ 7.13% |
$36.8K - $40.2K
|
1.13K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
74+ 1.0% |
$36.4K - $39.7K
|
7.48K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
73+ 0.54% |
$35.9K - $39.1K
|
13.5K
$7.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
71+ 2.96% |
$34.9K - $38.1K
|
2.47K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
69+ 0.62% |
$33.9K - $37K
|
11.1K
$6.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 1.78% |
$33.4K - $36.5K
|
3.89K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 11.8% |
$32.9K - $35.9K
|
635
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
67+ 1.3% |
$32.9K - $35.9K
|
5.22K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
67+ 14.5% |
$32.9K - $35.9K
|
529
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
67+ 8.66% |
$32.9K - $35.9K
|
841
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 15.68% |
$32.4K - $35.4K
|
487
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
65+ 1.65% |
$31.9K - $34.8K
|
4K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
65+ 9.19% |
$31.9K - $34.8K
|
772
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 1.76% |
$31.9K - $34.8K
|
3.75K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 2.21% |
$31.4K - $34.3K
|
2.97K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
64+ 6.11% |
$31.4K - $34.3K
|
1.11K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
62+ 4.86% |
$30.5K - $33.2K
|
1.34K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 7.97% |
$30K - $32.7K
|
826
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
61+ 1.27% |
$30K - $32.7K
|
4.86K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
61New |
$30K - $32.7K
|
61
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 0.51% |
$29.5K - $32.2K
|
11.7K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.3% |
$29K - $31.6K
|
4.59K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
59+ 0.29% |
$29K - $31.6K
|
20.2K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 11.15% |
$29K - $31.6K
|
588
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 3.46% |
$28.5K - $31.1K
|
1.74K
$970K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
58+ 15.18% |
$28.5K - $31.1K
|
440
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$39.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
57+ 7.43% |
$28K - $30.6K
|
824
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 2.02% |
$27.5K - $30K
|
2.82K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
55+ 9.53% |
$27K - $29.5K
|
632
$353K
|