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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-29- 5.97% |
$14.2K - $15.5K
|
457
$250K
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-30- 0.36% |
$14.7K - $16.1K
|
8.39K
$4.59M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-30- 4.16% |
$14.7K - $16.1K
|
691
$378K
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$14.7K - $16.1K
|
14.6K
$8M
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-30- 0.15% |
$14.7K - $16.1K
|
20K
$10.9M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-30- 0.99% |
$14.7K - $16.1K
|
3.01K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-30- 1.37% |
$14.7K - $16.1K
|
2.16K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.63% |
$14.7K - $16.1K
|
4.71K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-30- 1.97% |
$14.7K - $16.1K
|
1.49K
$814K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-30- 1.61% |
$14.7K - $16.1K
|
1.84K
$1M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-31- 1.06% |
$15.2K - $16.6K
|
2.88K
$1.58M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-31- 1.37% |
$15.2K - $16.6K
|
2.24K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-31- 0.33% |
$15.2K - $16.6K
|
9.51K
$5.2M
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-32- 0.26% |
$15.7K - $17.2K
|
12.3K
$6.72M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-32- 2.34% |
$15.7K - $17.2K
|
1.34K
$730K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-32- 1.19% |
$15.7K - $17.2K
|
2.66K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-32- 0.59% |
$15.7K - $17.2K
|
5.39K
$2.95M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-33- 1.77% |
$16.2K - $17.7K
|
1.83K
$999K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 0.36% |
$16.2K - $17.7K
|
9.06K
$4.95M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-33- 2.1% |
$16.2K - $17.7K
|
1.54K
$842K
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-33- 5.14% |
$16.2K - $17.7K
|
609
$333K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-33- 0.81% |
$16.2K - $17.7K
|
4.06K
$2.22M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-34- 1.79% |
$16.7K - $18.2K
|
1.86K
$1.02M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-34- 2.7% |
$16.7K - $18.2K
|
1.23K
$670K
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-34- 0.31% |
$16.7K - $18.2K
|
11.1K
$6.05M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-34- 0.8% |
$16.7K - $18.2K
|
4.23K
$2.31M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-35- 4.08% |
$17.2K - $18.8K
|
823
$450K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-35- 0.5% |
$17.2K - $18.8K
|
7.03K
$3.85M
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-35- 1.33% |
$17.2K - $18.8K
|
2.59K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-35- 2.78% |
$17.2K - $18.8K
|
1.22K
$669K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-35- 0.67% |
$17.2K - $18.8K
|
5.22K
$2.86M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-36- 7.95% |
$17.7K - $19.3K
|
417
$228K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-36- 4.79% |
$17.7K - $19.3K
|
716
$391K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-36- 1.2% |
$17.7K - $19.3K
|
2.96K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-36- 3.85% |
$17.7K - $19.3K
|
899
$492K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-36- 0.45% |
$17.7K - $19.3K
|
7.92K
$4.33M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-36- 6.91% |
$17.7K - $19.3K
|
485
$265K
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-37- 0.52% |
$18.2K - $19.8K
|
7.1K
$3.88M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-37- 1.58% |
$18.2K - $19.8K
|
2.3K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-37- 0.06% |
$18.2K - $19.8K
|
67.1K
$36.7M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-38- 1.65% |
$18.7K - $20.4K
|
2.26K
$1.24M
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-38- 0.11% |
$18.7K - $20.4K
|
33.8K
$18.5M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-38- 0.56% |
$18.7K - $20.4K
|
6.73K
$3.68M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 6.13% |
$19.2K - $20.9K
|
597
$326K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-39- 2.16% |
$19.2K - $20.9K
|
1.77K
$966K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-39- 0.7% |
$19.2K - $20.9K
|
5.51K
$3.01M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-39- 0.8% |
$19.2K - $20.9K
|
4.84K
$2.65M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-39- 2.76% |
$19.2K - $20.9K
|
1.37K
$751K
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-39- 2.14% |
$19.2K - $20.9K
|
1.78K
$975K
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-40- 0.28% |
$19.7K - $21.4K
|
14.5K
$7.91M
|