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 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
412New |
$202K - $221K
|
412
$226K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
410+ 16.13% |
$201K - $220K
|
2.95K
$1.62M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
408New |
$200K - $219K
|
408
$223K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
403New |
$198K - $216K
|
403
$221K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
402New |
$198K - $216K
|
402
$220K
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
400+ 7.37% |
$197K - $214K
|
5.83K
$3.19M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$219K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$197K - $214K
|
400
$219K
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
399New |
$196K - $214K
|
399
$219K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
398New |
$196K - $213K
|
398
$218K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
397New |
$195K - $213K
|
397
$217K
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
394New |
$194K - $211K
|
394
$216K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
391+ 22.3% |
$192K - $210K
|
2.14K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
390New |
$192K - $209K
|
390
$214K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
389New |
$191K - $209K
|
389
$213K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
385New |
$189K - $206K
|
385
$211K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
383New |
$188K - $205K
|
383
$210K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
382New |
$188K - $205K
|
382
$209K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
380New |
$187K - $204K
|
380
$208K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
380New |
$187K - $204K
|
380
$208K
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
380New |
$187K - $204K
|
380
$208K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
370+ 6.16% |
$182K - $198K
|
6.38K
$3.49M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
369+ 3.01% |
$181K - $198K
|
12.6K
$6.91M
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
368+ 0.54% |
$181K - $197K
|
67.9K
$37.2M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
366+ 3.54% |
$180K - $196K
|
10.7K
$5.85M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
364+ 6.52% |
$179K - $195K
|
5.95K
$3.26M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
356+ 8.25% |
$175K - $191K
|
4.67K
$2.56M
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
356+ 2.27% |
$175K - $191K
|
16K
$8.78M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
355+ 6.25% |
$174K - $190K
|
6.03K
$3.3M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
352+ 18.3% |
$173K - $189K
|
2.28K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
349+ 10.31% |
$171K - $187K
|
3.73K
$2.04M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
349+ 10.35% |
$171K - $187K
|
3.72K
$2.04M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
343+ 38.32% |
$169K - $184K
|
1.24K
$678K
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
334+ 7.29% |
$164K - $179K
|
4.92K
$2.69M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
323+ 5.25% |
$159K - $173K
|
6.47K
$3.54M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
314+ 9.22% |
$154K - $168K
|
3.72K
$2.04M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
308+ 38.55% |
$151K - $165K
|
1.11K
$606K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
306+ 6.82% |
$150K - $164K
|
4.8K
$2.63M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
303+ 5.38% |
$149K - $162K
|
5.94K
$3.25M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
303New |
$149K - $162K
|
303
$166K
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
302+ 1.97% |
$148K - $162K
|
15.7K
$8.58M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
300+ 21.43% |
$147K - $161K
|
1.7K
$931K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
300+ 25.55% |
$147K - $161K
|
1.47K
$807K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
298+ 13.98% |
$146K - $160K
|
2.43K
$1.33M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
297+ 62.79% |
$146K - $159K
|
770
$422K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
292+ 62.8% |
$143K - $157K
|
757
$415K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
290+ 6.25% |
$142K - $155K
|
4.93K
$2.7M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
286+ 6.39% |
$141K - $153K
|
4.76K
$2.61M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
286+ 4.52% |
$141K - $153K
|
6.61K
$3.62M
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
280+ 1.66% |
$138K - $150K
|
17.2K
$9.39M
|