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 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.5KNew |
$1.72M - $1.87M
|
3.5K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.06K+ 59.37% |
$1.5M - $1.64M
|
8.2K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.01KNew |
$1.48M - $1.61M
|
3.01K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3KNew |
$1.47M - $1.61M
|
3K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.84K+ 29.78% |
$1.39M - $1.52M
|
12.4K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.75K+ 0.94% |
$1.35M - $1.48M
|
295K
$162M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.68K+ 10.45% |
$1.32M - $1.44M
|
28.3K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.68KNew |
$1.32M - $1.44M
|
2.68K
$1.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
2.6K+ 40.63% |
$1.28M - $1.39M
|
9K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.52K+ 27.78% |
$1.24M - $1.35M
|
11.6K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.45K+ 17.21% |
$1.2M - $1.31M
|
16.7K
$9.15M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.43KNew |
$1.19M - $1.3M
|
2.43K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.41K+ 29.9% |
$1.18M - $1.29M
|
10.5K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.29K+ 2.31% |
$1.12M - $1.23M
|
101K
$55.4M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.26K+ 23.24% |
$1.11M - $1.21M
|
12K
$6.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
2.23KNew |
$1.1M - $1.2M
|
2.23K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.08K+ 81.16% |
$1.02M - $1.11M
|
4.64K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.05K+ 6.01% |
$1M - $1.1M
|
36.1K
$19.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 42.29% |
$996K - $1.09M
|
6.82K
$3.74M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2K+ 19.03% |
$983K - $1.07M
|
12.5K
$6.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.98K+ 2.17% |
$974K - $1.06M
|
93.5K
$51.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 12.94% |
$963K - $1.05M
|
17.1K
$9.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 40.61% |
$956K - $1.04M
|
6.74K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91K+ 126.98% |
$939K - $1.02M
|
3.42K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.88K+ 1875.0% |
$921K - $1.01M
|
1.98K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.82KNew |
$893K - $974K
|
1.82K
$995K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.81KNew |
$890K - $972K
|
1.81K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.77KNew |
$870K - $950K
|
1.77K
$970K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.77K+ 15.81% |
$869K - $948K
|
13K
$7.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.7KNew |
$835K - $911K
|
1.7K
$931K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 19.38% |
$833K - $909K
|
10.4K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$822K - $898K
|
1.67K
$917K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 3.57% |
$821K - $896K
|
48.4K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.54K+ 100.66% |
$755K - $824K
|
3.06K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.53K+ 20.44% |
$751K - $819K
|
9K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.5K+ 1.14% |
$737K - $805K
|
133K
$73.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 15.29% |
$734K - $802K
|
11.3K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.69% |
$704K - $768K
|
20.1K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 15.13% |
$690K - $753K
|
10.7K
$5.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.39KNew |
$682K - $744K
|
1.39K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.35K+ 10.25% |
$662K - $722K
|
14.5K
$7.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.29K+ 6.25% |
$632K - $690K
|
21.9K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.27KNew |
$625K - $683K
|
1.27K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.22K+ 27.16% |
$598K - $653K
|
5.7K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 1.35% |
$585K - $638K
|
89.2K
$48.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 201.57% |
$568K - $620K
|
1.73K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.1K+ 109.23% |
$541K - $590K
|
2.11K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.1K+ 7.42% |
$541K - $590K
|
15.9K
$8.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.1KNew |
$541K - $590K
|
1.1K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
1.06K+ 11.45% |
$521K - $569K
|
10.3K
$5.66M
|