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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
316+ 69.45% |
$155K - $169K
|
771
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
314+ 9.22% |
$154K - $168K
|
3.72K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
314+ 38.62% |
$154K - $168K
|
1.13K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
310+ 4.03% |
$152K - $166K
|
7.99K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
309+ 1.87% |
$152K - $166K
|
16.9K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
308+ 38.55% |
$151K - $165K
|
1.11K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
307+ 4.88% |
$151K - $165K
|
6.59K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
307+ 0.49% |
$151K - $165K
|
63.3K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
307+ 3.52% |
$151K - $165K
|
9.03K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
306+ 6.82% |
$150K - $164K
|
4.8K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
305+ 43.32% |
$150K - $164K
|
1.01K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
304+ 11.93% |
$149K - $163K
|
2.85K
$1.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
303New |
$149K - $162K
|
303
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
303+ 5.38% |
$149K - $162K
|
5.94K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
302+ 1.97% |
$148K - $162K
|
15.7K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
300+ 25.55% |
$147K - $161K
|
1.47K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
300+ 21.43% |
$147K - $161K
|
1.7K
$988K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 20.01% |
$147K - $161K
|
1.8K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 1.67% |
$147K - $161K
|
18.2K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 0.97% |
$147K - $161K
|
31.1K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 7.55% |
$147K - $161K
|
4.27K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
298+ 13.98% |
$146K - $160K
|
2.43K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
297+ 62.79% |
$146K - $159K
|
770
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
296+ 42.65% |
$145K - $159K
|
990
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
292+ 62.8% |
$143K - $157K
|
757
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
290+ 6.25% |
$142K - $155K
|
4.93K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
290+ 0.3% |
$142K - $155K
|
97.9K
$56.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
289+ 5.27% |
$142K - $155K
|
5.78K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
287+ 0.59% |
$141K - $154K
|
49.1K
$28.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
286+ 4.52% |
$141K - $153K
|
6.61K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
286+ 6.39% |
$141K - $153K
|
4.76K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
285+ 2.44% |
$140K - $153K
|
12K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
285+ 5.97% |
$140K - $153K
|
5.06K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
283+ 4.43% |
$139K - $152K
|
6.67K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
280+ 1.66% |
$138K - $150K
|
17.2K
$9.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
280+ 3.42% |
$138K - $150K
|
8.46K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
279+ 47.37% |
$137K - $150K
|
868
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
276+ 36.13% |
$136K - $148K
|
1.04K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
274+ 6.26% |
$135K - $147K
|
4.65K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
274+ 10.5% |
$135K - $147K
|
2.88K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
272+ 11.02% |
$134K - $146K
|
2.74K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
272+ 8.42% |
$134K - $146K
|
3.5K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
271+ 1.66% |
$133K - $145K
|
16.6K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
270New |
$133K - $145K
|
270
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
270New |
$133K - $145K
|
270
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
269New |
$132K - $144K
|
269
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
263+ 22.16% |
$129K - $141K
|
1.45K
$843K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.61% |
$129K - $141K
|
10.4K
$6.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
262+ 6.43% |
$129K - $140K
|
4.34K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
262+ 3.49% |
$129K - $140K
|
7.77K
$4.52M
|