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
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.27KNew |
$622K - $679K
|
1.27K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.27K+ 18.04% |
$622K - $679K
|
8.29K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.27K+ 4.88% |
$621K - $678K
|
27.2K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
1.26K+ 46.77% |
$619K - $676K
|
3.95K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.26K+ 12.84% |
$617K - $673K
|
11K
$6.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.24K+ 6.49% |
$610K - $666K
|
20.4K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.24KNew |
$610K - $666K
|
1.24K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.24K+ 0.2% |
$608K - $664K
|
623K
$359M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.23KNew |
$603K - $658K
|
1.23K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.22K+ 27.16% |
$598K - $653K
|
5.7K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$598K - $653K
|
1.22K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.21K+ 71.47% |
$594K - $649K
|
2.9K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21K+ 7.12% |
$593K - $647K
|
18.2K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.2K+ 1.0% |
$589K - $642K
|
121K
$69.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 93.81% |
$588K - $642K
|
2.47K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 1.69% |
$587K - $640K
|
71.9K
$41.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 1.35% |
$585K - $638K
|
89.2K
$51.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$572K - $625K
|
1.17K
$671K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.16KNew |
$569K - $621K
|
1.16K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 201.57% |
$568K - $620K
|
1.73K
$997K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.15K+ 3.55% |
$566K - $618K
|
33.6K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15KNew |
$566K - $618K
|
1.15K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 13.66% |
$565K - $616K
|
9.56K
$5.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.13K+ 0.79% |
$556K - $607K
|
144K
$83.1M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.13K+ 10.11% |
$554K - $605K
|
12.3K
$7.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.11KNew |
$545K - $595K
|
1.11K
$639K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.11KNew |
$545K - $595K
|
1.11K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.1KNew |
$541K - $590K
|
1.1K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.1K+ 7.42% |
$541K - $590K
|
15.9K
$9.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.1K+ 109.23% |
$541K - $590K
|
2.11K
$1.21M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$530K - $579K
|
1.08K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 21.11% |
$530K - $578K
|
6.19K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.08KNew |
$528K - $576K
|
1.08K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
1.06K+ 11.45% |
$521K - $569K
|
10.3K
$5.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.04KNew |
$512K - $559K
|
1.04K
$600K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.04KNew |
$511K - $558K
|
1.04K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.04K+ 3.5% |
$508K - $555K
|
30.6K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04K+ 10.21% |
$508K - $555K
|
11.2K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.02KNew |
$502K - $547K
|
1.02K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.02KNew |
$500K - $546K
|
1.02K
$586K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$498K - $544K
|
1.01K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
1.01KNew |
$496K - $542K
|
1.01K
$582K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
1K+ 12.36% |
$492K - $537K
|
9.11K
$5.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
996New |
$489K - $534K
|
996
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
993New |
$488K - $532K
|
993
$572K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
993New |
$488K - $532K
|
993
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
991New |
$487K - $531K
|
991
$571K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
991New |
$487K - $531K
|
991
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
988+ 55.01% |
$485K - $530K
|
2.78K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
988+ 19.75% |
$485K - $530K
|
5.99K
$3.45M
|