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 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
55+ 7.0% |
$27K - $29.5K
|
841
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55+ 1.3% |
$27K - $29.5K
|
4.28K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
54+ 1.15% |
$26.5K - $29K
|
4.74K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
54+ 1.72% |
$26.5K - $29K
|
3.19K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
53+ 4.42% |
$26K - $28.4K
|
1.25K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
53+ 10.56% |
$26K - $28.4K
|
555
$310K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
52+ 6.67% |
$25.5K - $27.9K
|
832
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
52+ 2.6% |
$25.5K - $27.9K
|
2.05K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
52+ 0.47% |
$25.5K - $27.9K
|
11.2K
$6.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 9.06% |
$25.1K - $27.3K
|
614
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 4.49% |
$25.1K - $27.3K
|
1.19K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
51+ 4.58% |
$25.1K - $27.3K
|
1.16K
$651K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
50+ 9.78% |
$24.6K - $26.8K
|
561
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
50+ 1.96% |
$24.6K - $26.8K
|
2.6K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 4.33% |
$24.6K - $26.8K
|
1.21K
$674K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
48+ 5.39% |
$23.6K - $25.7K
|
939
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 9.47% |
$23.6K - $25.7K
|
555
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
48+ 6.43% |
$23.6K - $25.7K
|
795
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.32% |
$23.1K - $25.2K
|
14.9K
$8.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 8.29% |
$23.1K - $25.2K
|
614
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$25.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
45+ 10.59% |
$22.1K - $24.1K
|
470
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45+ 1.89% |
$22.1K - $24.1K
|
2.43K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
45New |
$22.1K - $24.1K
|
45
$25.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 4.8% |
$22.1K - $24.1K
|
983
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 6.05% |
$22.1K - $24.1K
|
789
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
45+ 2.84% |
$22.1K - $24.1K
|
1.63K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
44+ 0.84% |
$21.6K - $23.6K
|
5.28K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 1.6% |
$21.6K - $23.6K
|
2.79K
$1.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 2.34% |
$20.1K - $22K
|
1.8K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
41+ 4.99% |
$20.1K - $22K
|
862
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 2.93% |
$20.1K - $22K
|
1.44K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
41+ 8.09% |
$20.1K - $22K
|
548
$306K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 0.89% |
$19.7K - $21.4K
|
4.53K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
40+ 1.41% |
$19.7K - $21.4K
|
2.87K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
40+ 3.07% |
$19.7K - $21.4K
|
1.34K
$751K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
40+ 1.3% |
$19.7K - $21.4K
|
3.12K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
40+ 0.73% |
$19.7K - $21.4K
|
5.5K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
40+ 2.18% |
$19.7K - $21.4K
|
1.87K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40+ 1.36% |
$19.7K - $21.4K
|
2.98K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40+ 8.57% |
$19.7K - $21.4K
|
507
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
39+ 0.12% |
$19.2K - $20.9K
|
33.2K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 5.97% |
$19.2K - $20.9K
|
692
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
39+ 3.25% |
$19.2K - $20.9K
|
1.24K
$693K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38+ 0.24% |
$18.7K - $20.4K
|
15.6K
$8.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.2K
|