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 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.84% |
$1.97K - $2.14K
|
480
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.9% |
$1.97K - $2.14K
|
450
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 6.78% |
$1.97K - $2.14K
|
63
$35.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.76% |
$1.97K - $2.14K
|
528
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3+ 0.42% |
$1.47K - $1.61K
|
713
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
491
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.27% |
$1.47K - $1.61K
|
1.12K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3+ 0.67% |
$1.47K - $1.61K
|
452
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.25% |
$1.47K - $1.61K
|
1.22K
$682K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
2+ 0.14% |
$983 - $1.07K
|
1.48K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$983 - $1.07K
|
13.7K
$7.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.6% |
$983 - $1.07K
|
338
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.15% |
$983 - $1.07K
|
1.32K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.19% |
$983 - $1.07K
|
1.08K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.07% |
$983 - $1.07K
|
2.99K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.1% |
$983 - $1.07K
|
1.97K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 2.27% |
$983 - $1.07K
|
90
$50.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.59K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.46% |
$983 - $1.07K
|
441
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.54K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.3% |
$983 - $1.07K
|
661
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.04% |
$983 - $1.07K
|
4.78K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
972
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.09% |
$491 - $536
|
1.07K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.41K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.13% |
$491 - $536
|
800
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.06% |
$491 - $536
|
1.66K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.36K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
1.03K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.18% |
$491 - $536
|
563
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.16% |
$491 - $536
|
608
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.55% |
$491 - $536
|
183
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$491 - $536
|
404
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.06% |
$491 - $536
|
1.69K
$947K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.09% |
$491 - $536
|
1.12K
$628K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$491 - $536
|
68.9K
$38.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.11% |
$491 - $536
|
877
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.85% |
$491 - $536
|
117
$65.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.07% |
$983 - $1.07K
|
2.83K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 22.22% |
$983 - $1.07K
|
7
$3.91K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-2- 0.04% |
$983 - $1.07K
|
5.18K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2- 0.23% |
$983 - $1.07K
|
876
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.2% |
$983 - $1.07K
|
976
$546K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 1.44% |
$1.47K - $1.61K
|
206
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.19% |
$1.47K - $1.61K
|
1.59K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- 0.25% |
$1.47K - $1.61K
|
1.18K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3- 0.17% |
$1.47K - $1.61K
|
1.73K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 2.75% |
$1.47K - $1.61K
|
106
$59.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3- 0.3% |
$1.47K - $1.61K
|
996
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4- 0.44% |
$1.97K - $2.14K
|
913
$510K
|