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 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-77- 2.35% |
$37.8K - $41.3K
|
3.19K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-77- 70.64% |
$37.8K - $41.3K
|
32
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-77- 0.97% |
$37.8K - $41.3K
|
7.83K
$4.28M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-77- 1.82% |
$37.8K - $41.3K
|
4.16K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-78- 11.57% |
$38.3K - $41.8K
|
596
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-78- 4.18% |
$38.3K - $41.8K
|
1.79K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-78- 0.88% |
$38.3K - $41.8K
|
8.81K
$4.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-79- 1.44% |
$38.8K - $42.4K
|
5.39K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-79- 7.07% |
$38.8K - $42.4K
|
1.04K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-79- 4.44% |
$38.8K - $42.4K
|
1.7K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-79- 7.32% |
$38.8K - $42.4K
|
1K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 1.47% |
$39.3K - $42.9K
|
5.35K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-81- 0.84% |
$39.8K - $43.4K
|
9.53K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-81- 1.54% |
$39.8K - $43.4K
|
5.2K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 4.7% |
$39.8K - $43.4K
|
1.64K
$898K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-82- 1.47% |
$40.3K - $44K
|
5.49K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-83- 1.91% |
$40.8K - $44.5K
|
4.27K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-83- 0.18% |
$40.8K - $44.5K
|
47.1K
$25.8M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-84- 1.33% |
$41.3K - $45K
|
6.25K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-84- 40.98% |
$41.3K - $45K
|
121
$66.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-85- 11.89% |
$41.8K - $45.6K
|
630
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-85- 1.39% |
$41.8K - $45.6K
|
6.03K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-85- 0.98% |
$41.8K - $45.6K
|
8.6K
$4.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-85- 0.22% |
$41.8K - $45.6K
|
38.4K
$21M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-87- 10.96% |
$42.7K - $46.6K
|
707
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-88- 2.03% |
$43.2K - $47.2K
|
4.25K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-88- 5.5% |
$43.2K - $47.2K
|
1.51K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-88- 0.44% |
$43.2K - $47.2K
|
19.8K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.64% |
$44.2K - $48.3K
|
5.41K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-90- 4.07% |
$44.2K - $48.3K
|
2.12K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-90- 5.64% |
$44.2K - $48.3K
|
1.51K
$824K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-93- 5.66% |
$45.7K - $49.9K
|
1.55K
$848K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-94- 16.88% |
$46.2K - $50.4K
|
463
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-94- 0.55% |
$46.2K - $50.4K
|
17.1K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-95- 1.18% |
$46.7K - $50.9K
|
7.97K
$4.36M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-95- 1.18% |
$46.7K - $50.9K
|
7.97K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-96- 1.91% |
$47.2K - $51.5K
|
4.94K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-96- 3.36% |
$47.2K - $51.5K
|
2.76K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 3.35% |
$47.7K - $52K
|
2.8K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-97- 0.28% |
$47.7K - $52K
|
34K
$18.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 13.55% |
$47.7K - $52K
|
619
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-98- 2.88% |
$48.1K - $52.5K
|
3.31K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-98- 5.72% |
$48.1K - $52.5K
|
1.62K
$884K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-98- 5.61% |
$48.1K - $52.5K
|
1.65K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-99- 9.05% |
$48.6K - $53.1K
|
995
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 1.02% |
$48.6K - $53.1K
|
9.65K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-100- 14.49% |
$49.1K - $53.6K
|
590
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 5.82% |
$49.1K - $53.6K
|
1.62K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 5.54% |
$49.1K - $53.6K
|
1.71K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 5.25% |
$49.1K - $53.6K
|
1.81K
$987K
|