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 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 41.36% |
$111K - $121K
|
769
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 21.07% |
$108K - $118K
|
1.26K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$122K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
217+ 4.38% |
$107K - $116K
|
5.17K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
217+ 0.62% |
$107K - $116K
|
35.4K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 2.59% |
$106K - $115K
|
8.53K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
215+ 154.68% |
$106K - $115K
|
354
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
213New |
$105K - $114K
|
213
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
210+ 7.06% |
$103K - $113K
|
3.18K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
204+ 106.81% |
$100K - $109K
|
395
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 44.2% |
$99.2K - $108K
|
659
$368K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
201+ 36.61% |
$98.8K - $108K
|
750
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
201+ 0.89% |
$98.8K - $108K
|
22.8K
$12.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200+ 15.08% |
$98.3K - $107K
|
1.53K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
200+ 5.74% |
$98.3K - $107K
|
3.69K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
197+ 3.56% |
$96.8K - $106K
|
5.72K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
196+ 4.84% |
$96.3K - $105K
|
4.25K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
194New |
$95.3K - $104K
|
194
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
190+ 12.73% |
$93.3K - $102K
|
1.68K
$941K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
190+ 8.21% |
$93.3K - $102K
|
2.5K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
188+ 0.91% |
$92.4K - $101K
|
20.8K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
187+ 11.97% |
$91.9K - $100K
|
1.75K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
187+ 11.35% |
$91.9K - $100K
|
1.83K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
183+ 0.47% |
$89.9K - $98.1K
|
39.3K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
182+ 2.33% |
$89.4K - $97.6K
|
7.98K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 7.87% |
$88.9K - $97K
|
2.48K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
177+ 10.31% |
$87K - $94.9K
|
1.89K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
176+ 5.22% |
$86.5K - $94.4K
|
3.55K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
175+ 0.63% |
$86K - $93.8K
|
28.1K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.82% |
$84.5K - $92.2K
|
4.68K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
171+ 0.6% |
$84K - $91.7K
|
28.5K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
169New |
$83K - $90.6K
|
169
$94.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
168+ 3.91% |
$82.5K - $90.1K
|
4.47K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
168+ 18.42% |
$82.5K - $90.1K
|
1.08K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
167+ 19.46% |
$82K - $89.5K
|
1.03K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
166+ 3.49% |
$81.6K - $89K
|
4.92K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
165+ 31.49% |
$81.1K - $88.5K
|
689
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
164+ 1.69% |
$80.6K - $87.9K
|
9.9K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
164+ 5.53% |
$80.6K - $87.9K
|
3.13K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
160+ 5.55% |
$78.6K - $85.8K
|
3.05K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
159+ 10.41% |
$78.1K - $85.2K
|
1.69K
$943K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
159+ 0.12% |
$78.1K - $85.2K
|
134K
$75M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
155+ 5.04% |
$76.2K - $83.1K
|
3.23K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
153+ 1.9% |
$75.2K - $82K
|
8.21K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
153+ 12.27% |
$75.2K - $82K
|
1.4K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
152+ 2.75% |
$74.7K - $81.5K
|
5.67K
$3.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
151+ 4.21% |
$74.2K - $81K
|
3.74K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
151+ 2.12% |
$74.2K - $81K
|
7.29K
$4.07M
|