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 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
276+ 36.13% |
$136K - $148K
|
1.04K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
272+ 11.02% |
$134K - $146K
|
2.74K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
271+ 1.66% |
$133K - $145K
|
16.6K
$9.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
270New |
$133K - $145K
|
270
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
262+ 3.49% |
$129K - $140K
|
7.77K
$4.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
262+ 6.43% |
$129K - $140K
|
4.34K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
258+ 0.42% |
$127K - $138K
|
61.4K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
256+ 3.38% |
$126K - $137K
|
7.83K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
255+ 40.28% |
$125K - $137K
|
888
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
255+ 2.49% |
$125K - $137K
|
10.5K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
253+ 28.82% |
$124K - $136K
|
1.13K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
249+ 1.93% |
$122K - $134K
|
13.1K
$7.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248+ 5.74% |
$122K - $133K
|
4.57K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
246+ 11.89% |
$121K - $132K
|
2.32K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
244+ 20.54% |
$120K - $131K
|
1.43K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
242+ 21.04% |
$119K - $130K
|
1.39K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
239+ 17.13% |
$117K - $128K
|
1.63K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
234+ 2.31% |
$115K - $125K
|
10.4K
$5.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 21.07% |
$108K - $118K
|
1.26K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
217+ 4.38% |
$107K - $116K
|
5.17K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 2.59% |
$106K - $115K
|
8.53K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
210+ 7.06% |
$103K - $113K
|
3.18K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
204+ 106.81% |
$100K - $109K
|
395
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 44.2% |
$99.2K - $108K
|
659
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
201+ 0.89% |
$98.8K - $108K
|
22.8K
$12.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
201+ 36.61% |
$98.8K - $108K
|
750
$411K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200+ 15.08% |
$98.3K - $107K
|
1.53K
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
200+ 5.74% |
$98.3K - $107K
|
3.69K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
196+ 4.84% |
$96.3K - $105K
|
4.25K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
190+ 8.21% |
$93.3K - $102K
|
2.5K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
190+ 12.73% |
$93.3K - $102K
|
1.68K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
187+ 11.97% |
$91.9K - $100K
|
1.75K
$958K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
187+ 11.35% |
$91.9K - $100K
|
1.83K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
183+ 0.47% |
$89.9K - $98.1K
|
39.3K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
182+ 2.33% |
$89.4K - $97.6K
|
7.98K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 7.87% |
$88.9K - $97K
|
2.48K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
176+ 5.22% |
$86.5K - $94.4K
|
3.55K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
175+ 0.63% |
$86K - $93.8K
|
28.1K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.82% |
$84.5K - $92.2K
|
4.68K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
171+ 0.6% |
$84K - $91.7K
|
28.5K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
168+ 3.91% |
$82.5K - $90.1K
|
4.47K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
166+ 3.49% |
$81.6K - $89K
|
4.92K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
165+ 31.49% |
$81.1K - $88.5K
|
689
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
164+ 1.69% |
$80.6K - $87.9K
|
9.9K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
164+ 5.53% |
$80.6K - $87.9K
|
3.13K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
160+ 5.55% |
$78.6K - $85.8K
|
3.05K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
159+ 10.41% |
$78.1K - $85.2K
|
1.69K
$923K
|