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 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-50- 6.89% |
$24.6K - $26.8K
|
676
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 4.08% |
$24.6K - $26.8K
|
1.18K
$657K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52- 1.7% |
$25.5K - $27.9K
|
3.01K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-53- 4.77% |
$26K - $28.4K
|
1.06K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-54- 6.12% |
$26.5K - $29K
|
828
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-54- 0.65% |
$26.5K - $29K
|
8.3K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-55- 3.07% |
$27K - $29.5K
|
1.74K
$970K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-55- 2.64% |
$27K - $29.5K
|
2.03K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-56- 3.96% |
$27.5K - $30K
|
1.36K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-56- 2.02% |
$27.5K - $30K
|
2.72K
$1.52M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.85% |
$28K - $30.6K
|
6.63K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-57- 6.56% |
$28K - $30.6K
|
812
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-57- 11.45% |
$28K - $30.6K
|
441
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-57- 12.1% |
$28K - $30.6K
|
414
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-59- 1.36% |
$29K - $31.6K
|
4.28K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 0.15% |
$29.5K - $32.2K
|
39.5K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 2.93% |
$29.5K - $32.2K
|
1.99K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-60- 1.62% |
$29.5K - $32.2K
|
3.65K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-60- 0.99% |
$29.5K - $32.2K
|
6.03K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 13.61% |
$29.5K - $32.2K
|
381
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-61- 5.42% |
$30K - $32.7K
|
1.07K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 7.72% |
$31.4K - $34.3K
|
765
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-64- 5.64% |
$31.4K - $34.3K
|
1.07K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-64- 4.05% |
$31.4K - $34.3K
|
1.52K
$848K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-64- 1.21% |
$31.4K - $34.3K
|
5.21K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-65- 6.97% |
$31.9K - $34.8K
|
868
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-65- 2.51% |
$31.9K - $34.8K
|
2.52K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-65- 1.38% |
$31.9K - $34.8K
|
4.65K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-65- 0.72% |
$31.9K - $34.8K
|
8.93K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-66- 2.7% |
$32.4K - $35.4K
|
2.38K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-66- 0.36% |
$32.4K - $35.4K
|
18.5K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-66- 1.41% |
$32.4K - $35.4K
|
4.61K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-68- 2.24% |
$33.4K - $36.5K
|
2.97K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-68- 12.88% |
$33.4K - $36.5K
|
460
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-68- 3.1% |
$33.4K - $36.5K
|
2.13K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 12.52% |
$34.4K - $37.5K
|
489
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-70- 9.83% |
$34.4K - $37.5K
|
642
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-70- 4.48% |
$34.4K - $37.5K
|
1.49K
$835K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-71- 52.21% |
$34.9K - $38.1K
|
65
$36.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-71- 1.86% |
$34.9K - $38.1K
|
3.74K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-72- 6.75% |
$35.4K - $38.6K
|
994
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-72- 15.29% |
$35.4K - $38.6K
|
399
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-73- 2.35% |
$35.9K - $39.1K
|
3.04K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.3% |
$36.8K - $40.2K
|
1.67K
$934K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.08% |
$36.8K - $40.2K
|
6.88K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-76- 0.42% |
$37.3K - $40.7K
|
18.2K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-79- 1.44% |
$38.8K - $42.4K
|
5.39K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-79- 7.07% |
$38.8K - $42.4K
|
1.04K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 1.47% |
$39.3K - $42.9K
|
5.35K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-81- 0.84% |
$39.8K - $43.4K
|
9.53K
$5.33M
|