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 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
153+ 1.9% |
$75.2K - $82K
|
8.21K
$4.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
152+ 2.75% |
$74.7K - $81.5K
|
5.67K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151+ 0.49% |
$74.2K - $81K
|
31.1K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
151+ 2.12% |
$74.2K - $81K
|
7.29K
$3.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
151+ 4.21% |
$74.2K - $81K
|
3.74K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
150+ 10.3% |
$73.7K - $80.4K
|
1.61K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
149+ 15.01% |
$73.2K - $79.9K
|
1.14K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
147+ 3.48% |
$72.2K - $78.8K
|
4.37K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
146+ 2.5% |
$71.7K - $78.3K
|
5.98K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
141+ 3.4% |
$69.3K - $75.6K
|
4.29K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
140+ 24.43% |
$68.8K - $75.1K
|
713
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
139+ 9.03% |
$68.3K - $74.5K
|
1.68K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 1.23% |
$66.8K - $72.9K
|
11.2K
$6.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
136+ 0.46% |
$66.8K - $72.9K
|
29.6K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.92% |
$66.3K - $72.4K
|
14.7K
$8.07M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
135+ 26.11% |
$66.3K - $72.4K
|
652
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
135+ 0.12% |
$66.3K - $72.4K
|
110K
$60.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
134+ 0.92% |
$65.8K - $71.8K
|
14.7K
$8.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
133+ 2.57% |
$65.3K - $71.3K
|
5.31K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
132+ 14.93% |
$64.9K - $70.8K
|
1.02K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
129+ 3.25% |
$63.4K - $69.2K
|
4.1K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
127+ 0.8% |
$62.4K - $68.1K
|
16K
$8.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 2.36% |
$61.9K - $67.6K
|
5.47K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
124+ 5.63% |
$60.9K - $66.5K
|
2.33K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118+ 1.81% |
$58K - $63.3K
|
6.63K
$3.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
116+ 8.26% |
$57K - $62.2K
|
1.52K
$832K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
115+ 4.02% |
$56.5K - $61.7K
|
2.98K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
115+ 0.79% |
$56.5K - $61.7K
|
14.6K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
115+ 12.95% |
$56.5K - $61.7K
|
1K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 8.62% |
$55K - $60K
|
1.41K
$773K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
107+ 0.44% |
$52.6K - $57.4K
|
24.5K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
107+ 12.6% |
$52.6K - $57.4K
|
956
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
98+ 3.4% |
$48.1K - $52.5K
|
2.98K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
97+ 11.86% |
$47.7K - $52K
|
915
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
95+ 11.45% |
$46.7K - $50.9K
|
925
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
95+ 12.35% |
$46.7K - $50.9K
|
864
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
94+ 0.81% |
$46.2K - $50.4K
|
11.7K
$6.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
91+ 15.64% |
$44.7K - $48.8K
|
673
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
89+ 6.51% |
$43.7K - $47.7K
|
1.46K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
89+ 5.42% |
$43.7K - $47.7K
|
1.73K
$947K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 8.19% |
$41.8K - $45.6K
|
1.12K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
85+ 3.38% |
$41.8K - $45.6K
|
2.6K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 8.38% |
$41.3K - $45K
|
1.09K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
83+ 0.65% |
$40.8K - $44.5K
|
12.8K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.91% |
$40.8K - $44.5K
|
4.43K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
82+ 3.75% |
$40.3K - $44K
|
2.27K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
81+ 0.2% |
$39.8K - $43.4K
|
39.9K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
80+ 1.97% |
$39.3K - $42.9K
|
4.13K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
79+ 5.89% |
$38.8K - $42.4K
|
1.42K
$778K
|