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 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
635New |
$312K - $340K
|
635
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
635New |
$312K - $340K
|
635
$372K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
626New |
$308K - $336K
|
626
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
624+ 1.66% |
$307K - $335K
|
38.2K
$22.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
624+ 1.12% |
$307K - $335K
|
56.3K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
624New |
$307K - $335K
|
624
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
623+ 0.58% |
$306K - $334K
|
108K
$63M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
620+ 0.69% |
$305K - $332K
|
89.9K
$52.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
611+ 4.05% |
$300K - $328K
|
15.7K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
610+ 13.06% |
$300K - $327K
|
5.28K
$3.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
610+ 10.33% |
$300K - $327K
|
6.52K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
609New |
$299K - $327K
|
609
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
609New |
$299K - $327K
|
609
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
608+ 2.67% |
$299K - $326K
|
23.4K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
605New |
$297K - $324K
|
605
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
594New |
$292K - $318K
|
594
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
593New |
$291K - $318K
|
593
$347K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
593New |
$291K - $318K
|
593
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
592+ 6.55% |
$291K - $317K
|
9.63K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
591New |
$290K - $317K
|
591
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
588New |
$289K - $315K
|
588
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
584+ 88.89% |
$287K - $313K
|
1.24K
$727K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
582New |
$286K - $312K
|
582
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
581+ 1.49% |
$285K - $312K
|
39.6K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
579New |
$284K - $310K
|
579
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
576+ 1.63% |
$283K - $309K
|
35.8K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
576New |
$283K - $309K
|
576
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
572New |
$281K - $307K
|
572
$335K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
572New |
$281K - $307K
|
572
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
570+ 28.23% |
$280K - $306K
|
2.59K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
568+ 0.06% |
$279K - $305K
|
975K
$571M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
566New |
$278K - $303K
|
566
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
559+ 23.44% |
$275K - $300K
|
2.94K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
558New |
$274K - $299K
|
558
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
552+ 3.63% |
$271K - $296K
|
15.8K
$9.24M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
552+ 18.54% |
$271K - $296K
|
3.53K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
550+ 10.87% |
$270K - $295K
|
5.61K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
550+ 1100.0% |
$270K - $295K
|
600
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
550+ 1.48% |
$270K - $295K
|
37.7K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
549+ 5.34% |
$270K - $294K
|
10.8K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
548+ 15.6% |
$269K - $294K
|
4.06K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
545New |
$268K - $292K
|
545
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
544+ 3.64% |
$267K - $292K
|
15.5K
$9.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
544+ 5.31% |
$267K - $292K
|
10.8K
$6.32M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
542New |
$266K - $291K
|
542
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
535New |
$263K - $287K
|
535
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
535+ 3.35% |
$263K - $287K
|
16.5K
$9.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
534New |
$262K - $286K
|
534
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
534New |
$262K - $286K
|
534
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
526+ 6.37% |
$258K - $282K
|
8.78K
$5.14M
|