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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 1.43% |
$62.4K - $68.1K
|
8.77K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-127- 0.38% |
$62.4K - $68.1K
|
32.9K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-128- 9.16% |
$62.9K - $68.6K
|
1.27K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-130- 4.68% |
$63.9K - $69.7K
|
2.65K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-130- 22.18% |
$63.9K - $69.7K
|
456
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-130- 94.89% |
$63.9K - $69.7K
|
7
$3.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-132- 7.3% |
$64.9K - $70.8K
|
1.68K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-136- 8.18% |
$66.8K - $72.9K
|
1.53K
$854K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-136- 16.75% |
$66.8K - $72.9K
|
676
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-137- 0.54% |
$67.3K - $73.5K
|
25K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-140- 2.35% |
$68.8K - $75.1K
|
5.82K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-141- 1.95% |
$69.3K - $75.6K
|
7.09K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-143- 29.01% |
$70.3K - $76.7K
|
350
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-143- 1.34% |
$70.3K - $76.7K
|
10.5K
$5.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-145- 13.82% |
$71.2K - $77.7K
|
904
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-145- 22.98% |
$71.2K - $77.7K
|
486
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-145- 21.39% |
$71.2K - $77.7K
|
533
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-146- 1.68% |
$71.7K - $78.3K
|
8.55K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-148- 2.86% |
$72.7K - $79.4K
|
5.03K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 5.99% |
$73.7K - $80.4K
|
2.35K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-152- 0.93% |
$74.7K - $81.5K
|
16.1K
$9.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-156- 1.08% |
$76.6K - $83.6K
|
14.4K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 1.74% |
$77.1K - $84.2K
|
8.84K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-158- 13.05% |
$77.6K - $84.7K
|
1.05K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-162- 1.06% |
$79.6K - $86.9K
|
15.1K
$8.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-166- 15.59% |
$81.6K - $89K
|
899
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-167- 13.51% |
$82K - $89.5K
|
1.07K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-168- 3.55% |
$82.5K - $90.1K
|
4.57K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-170- 1.01% |
$83.5K - $91.1K
|
16.7K
$9.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-171- 0.38% |
$84K - $91.7K
|
44.5K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-172- 1.91% |
$84.5K - $92.2K
|
8.85K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-173- 6.09% |
$85K - $92.8K
|
2.67K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-173- 0.92% |
$85K - $92.8K
|
18.7K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-174- 5.12% |
$85.5K - $93.3K
|
3.23K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-175- 24.51% |
$86K - $93.8K
|
539
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-177- 3.09% |
$87K - $94.9K
|
5.56K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-178- 8.73% |
$87.5K - $95.4K
|
1.86K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-178- 1.92% |
$87.5K - $95.4K
|
9.12K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-180- 1.32% |
$88.4K - $96.5K
|
13.4K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-182- 2.55% |
$89.4K - $97.6K
|
6.95K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-182- 5.87% |
$89.4K - $97.6K
|
2.92K
$1.63M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-187- 20.62% |
$91.9K - $100K
|
720
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-188- 0.14% |
$92.4K - $101K
|
135K
$75.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-190- 0.92% |
$93.3K - $102K
|
20.4K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-192- 4.61% |
$94.3K - $103K
|
3.98K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-196- 28.99% |
$96.3K - $105K
|
480
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 29.99% |
$98.3K - $107K
|
467
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-203- 1.54% |
$99.7K - $109K
|
13K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.4% |
$101K - $110K
|
14.4K
$8.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-205- 2.76% |
$101K - $110K
|
7.24K
$4.05M
|