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
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.52% |
$3.93K - $4.29K
|
1.52K
$833K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-8- 1.64% |
$3.93K - $4.29K
|
479
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-8- 0.82% |
$3.93K - $4.29K
|
964
$527K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-9- 0.92% |
$4.42K - $4.83K
|
974
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-9- 1.28% |
$4.42K - $4.83K
|
695
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9- 1.57% |
$4.42K - $4.83K
|
563
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 33.33% |
$4.42K - $4.83K
|
18
$9.84K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-9- 0.42% |
$4.42K - $4.83K
|
2.14K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-9- 2.12% |
$4.42K - $4.83K
|
415
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-9- 0.14% |
$4.42K - $4.83K
|
6.3K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-9- 2.03% |
$4.42K - $4.83K
|
434
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.64% |
$4.91K - $5.36K
|
1.54K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 0.34% |
$4.91K - $5.36K
|
2.9K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-10- 1.47% |
$4.91K - $5.36K
|
668
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.35% |
$4.91K - $5.36K
|
2.82K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-10- 1.69% |
$4.91K - $5.36K
|
580
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10- 0.62% |
$4.91K - $5.36K
|
1.6K
$873K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-10- 0.7% |
$4.91K - $5.36K
|
1.41K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10- 0.56% |
$4.91K - $5.36K
|
1.78K
$975K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.16% |
$4.91K - $5.36K
|
6.1K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-10- 0.14% |
$4.91K - $5.36K
|
7.05K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10- 1.53% |
$4.91K - $5.36K
|
645
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-10- 1.01% |
$4.91K - $5.36K
|
979
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10- 0.66% |
$4.91K - $5.36K
|
1.52K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-10- 1.67% |
$4.91K - $5.36K
|
588
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-10- 8.2% |
$4.91K - $5.36K
|
112
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-10- 0.07% |
$4.91K - $5.36K
|
14.8K
$8.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-11- 0.88% |
$5.4K - $5.9K
|
1.24K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-11- 2.66% |
$5.4K - $5.9K
|
403
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11- 0.08% |
$5.4K - $5.9K
|
14.4K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11- 2.34% |
$5.4K - $5.9K
|
460
$252K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11- 0.07% |
$5.4K - $5.9K
|
15.5K
$8.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-12- 1.58% |
$5.9K - $6.43K
|
748
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-12- 1.55% |
$5.9K - $6.43K
|
764
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-12- 2.63% |
$5.9K - $6.43K
|
444
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12- 2.17% |
$5.9K - $6.43K
|
540
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-12- 0.17% |
$5.9K - $6.43K
|
7.14K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.48% |
$5.9K - $6.43K
|
2.48K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12- 0.06% |
$5.9K - $6.43K
|
18.7K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12- 1.66% |
$5.9K - $6.43K
|
712
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12- 1.25% |
$5.9K - $6.43K
|
945
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 2.71% |
$5.9K - $6.43K
|
431
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12- 1.09% |
$5.9K - $6.43K
|
1.09K
$593K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-12- 0.03% |
$5.9K - $6.43K
|
39.6K
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-13- 1.46% |
$6.39K - $6.97K
|
880
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-13- 6.47% |
$6.39K - $6.97K
|
188
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13- 0.01% |
$6.39K - $6.97K
|
129K
$70.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-13- 0.57% |
$6.39K - $6.97K
|
2.26K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-13- 14.44% |
$6.39K - $6.97K
|
77
$42.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-13- 0.19% |
$6.39K - $6.97K
|
6.67K
$3.64M
|