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 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
261New |
$128K - $140K
|
261
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
259+ 7.37% |
$127K - $139K
|
3.78K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
258+ 0.42% |
$127K - $138K
|
61.4K
$35.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
256+ 3.38% |
$126K - $137K
|
7.83K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
255+ 2.49% |
$125K - $137K
|
10.5K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
255+ 40.28% |
$125K - $137K
|
888
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
253+ 28.82% |
$124K - $136K
|
1.13K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
251+ 35.25% |
$123K - $135K
|
963
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
250+ 0.1% |
$123K - $134K
|
246K
$144M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
249+ 1.93% |
$122K - $134K
|
13.1K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
249+ 1.32% |
$122K - $134K
|
19.1K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248+ 5.74% |
$122K - $133K
|
4.57K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
248+ 1.56% |
$122K - $133K
|
16.2K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
247+ 12.22% |
$121K - $132K
|
2.27K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
247+ 12.59% |
$121K - $132K
|
2.21K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
246+ 11.89% |
$121K - $132K
|
2.32K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
244+ 20.54% |
$120K - $131K
|
1.43K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
243+ 0.35% |
$119K - $130K
|
70.3K
$41.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
242+ 21.04% |
$119K - $130K
|
1.39K
$815K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
242+ 5.23% |
$119K - $130K
|
4.87K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
240+ 1.24% |
$118K - $129K
|
19.7K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
239+ 17.13% |
$117K - $128K
|
1.63K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
234+ 2.31% |
$115K - $125K
|
10.4K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
232New |
$114K - $124K
|
232
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
228+ 0.55% |
$112K - $122K
|
42K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
227+ 0.57% |
$112K - $122K
|
40K
$23.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 41.36% |
$111K - $121K
|
769
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
225New |
$111K - $121K
|
225
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 21.07% |
$108K - $118K
|
1.26K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
217+ 4.38% |
$107K - $116K
|
5.17K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
217+ 0.62% |
$107K - $116K
|
35.4K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
217+ 3.94% |
$107K - $116K
|
5.72K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 2.59% |
$106K - $115K
|
8.53K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
215+ 154.68% |
$106K - $115K
|
354
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
215+ 2.1% |
$106K - $115K
|
10.4K
$6.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
214+ 30.18% |
$105K - $115K
|
923
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
213New |
$105K - $114K
|
213
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
211New |
$104K - $113K
|
211
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
210+ 7.06% |
$103K - $113K
|
3.18K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
209+ 3.94% |
$103K - $112K
|
5.52K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
209+ 39.89% |
$103K - $112K
|
733
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
209+ 8.78% |
$103K - $112K
|
2.59K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
208+ 10.94% |
$102K - $112K
|
2.11K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
208+ 8.77% |
$102K - $112K
|
2.58K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
204+ 106.81% |
$100K - $109K
|
395
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
203+ 0.2% |
$99.7K - $109K
|
99.9K
$58.5M
|