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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.02KNew |
$500K - $546K
|
1.02K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
988+ 55.01% |
$485K - $530K
|
2.78K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
928+ 1.93% |
$456K - $498K
|
49.1K
$26.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
902+ 7.58% |
$443K - $484K
|
12.8K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
900New |
$442K - $483K
|
900
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
895New |
$440K - $480K
|
895
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
878+ 21.66% |
$431K - $471K
|
4.93K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
861New |
$423K - $462K
|
861
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
860+ 123.92% |
$423K - $461K
|
1.55K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
854+ 8.98% |
$420K - $458K
|
10.4K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
829New |
$407K - $444K
|
829
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
787+ 73.07% |
$387K - $422K
|
1.86K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
725New |
$356K - $389K
|
725
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
682+ 10.95% |
$335K - $366K
|
6.91K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
676+ 30.52% |
$332K - $362K
|
2.89K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
665+ 92.88% |
$327K - $357K
|
1.38K
$756K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
660+ 3.81% |
$324K - $354K
|
18K
$9.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
650+ 155.13% |
$319K - $348K
|
1.07K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
638+ 4.59% |
$313K - $342K
|
14.5K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
635New |
$312K - $340K
|
635
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
624+ 1.66% |
$307K - $335K
|
38.2K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
611+ 4.05% |
$300K - $328K
|
15.7K
$8.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
592+ 6.55% |
$291K - $317K
|
9.63K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
584+ 88.89% |
$287K - $313K
|
1.24K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
549+ 5.34% |
$270K - $294K
|
10.8K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
535New |
$263K - $287K
|
535
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
526+ 7.92% |
$258K - $282K
|
7.17K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
526+ 6.37% |
$258K - $282K
|
8.78K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
522+ 13.65% |
$256K - $280K
|
4.35K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
507New |
$249K - $272K
|
507
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
498+ 0.83% |
$245K - $267K
|
60.6K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
494+ 8.09% |
$243K - $265K
|
6.6K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
483New |
$237K - $259K
|
483
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
474+ 4.27% |
$233K - $254K
|
11.6K
$6.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
462+ 29.71% |
$227K - $248K
|
2.02K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
452+ 7.28% |
$222K - $242K
|
6.66K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
448+ 11.96% |
$220K - $240K
|
4.19K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
445+ 15.08% |
$219K - $239K
|
3.4K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
442+ 2.24% |
$217K - $237K
|
20.2K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
441+ 1.6% |
$217K - $236K
|
28.1K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
440+ 0.16% |
$216K - $236K
|
271K
$148M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
438+ 2.45% |
$215K - $235K
|
18.4K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
438+ 1.06% |
$215K - $235K
|
41.7K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
431+ 3.45% |
$212K - $231K
|
12.9K
$7.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
428New |
$210K - $229K
|
428
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
422New |
$207K - $226K
|
422
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
421+ 6.47% |
$207K - $226K
|
6.93K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
418+ 4.66% |
$205K - $224K
|
9.39K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
415New |
$204K - $223K
|
415
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
414New |
$203K - $222K
|
414
$227K
|