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 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
79+ 1.37% |
$38.8K - $42.4K
|
5.83K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 2.91% |
$38.3K - $41.8K
|
2.76K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
77+ 3.18% |
$37.8K - $41.3K
|
2.5K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 4.6% |
$37.3K - $40.7K
|
1.73K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
75+ 7.13% |
$36.8K - $40.2K
|
1.13K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
73+ 0.54% |
$35.9K - $39.1K
|
13.5K
$7.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
71+ 2.96% |
$34.9K - $38.1K
|
2.47K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 1.78% |
$33.4K - $36.5K
|
3.89K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 11.8% |
$32.9K - $35.9K
|
635
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
67+ 14.5% |
$32.9K - $35.9K
|
529
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
67+ 8.66% |
$32.9K - $35.9K
|
841
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
67+ 1.3% |
$32.9K - $35.9K
|
5.22K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 15.68% |
$32.4K - $35.4K
|
487
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
65+ 9.19% |
$31.9K - $34.8K
|
772
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
65+ 1.65% |
$31.9K - $34.8K
|
4K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 2.21% |
$31.4K - $34.3K
|
2.97K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
62+ 4.86% |
$30.5K - $33.2K
|
1.34K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 0.51% |
$29.5K - $32.2K
|
11.7K
$6.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.3% |
$29K - $31.6K
|
4.59K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
59+ 0.29% |
$29K - $31.6K
|
20.2K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 3.46% |
$28.5K - $31.1K
|
1.74K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
55+ 9.53% |
$27K - $29.5K
|
632
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
55+ 7.0% |
$27K - $29.5K
|
841
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55+ 1.3% |
$27K - $29.5K
|
4.28K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
54+ 1.15% |
$26.5K - $29K
|
4.74K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
53+ 4.42% |
$26K - $28.4K
|
1.25K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
53+ 10.56% |
$26K - $28.4K
|
555
$304K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
52+ 6.67% |
$25.5K - $27.9K
|
832
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 9.06% |
$25.1K - $27.3K
|
614
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
50+ 9.78% |
$24.6K - $26.8K
|
561
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
50+ 1.96% |
$24.6K - $26.8K
|
2.6K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 9.47% |
$23.6K - $25.7K
|
555
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
48+ 6.43% |
$23.6K - $25.7K
|
795
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
48+ 5.39% |
$23.6K - $25.7K
|
939
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 8.29% |
$23.1K - $25.2K
|
614
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.32% |
$23.1K - $25.2K
|
14.9K
$8.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45+ 1.89% |
$22.1K - $24.1K
|
2.43K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
45+ 10.59% |
$22.1K - $24.1K
|
470
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 4.8% |
$22.1K - $24.1K
|
983
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 6.05% |
$22.1K - $24.1K
|
789
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
45New |
$22.1K - $24.1K
|
45
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
44+ 0.84% |
$21.6K - $23.6K
|
5.28K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
41+ 8.09% |
$20.1K - $22K
|
548
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
41+ 4.99% |
$20.1K - $22K
|
862
$472K
|