Purchases and Sales Made in Q1 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
39+ 8.01% |
$16.3K - $19.1K
|
526
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$15.9K - $18.6K
|
1.08K
$613K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38+ 1.21% |
$15.9K - $18.6K
|
3.17K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 35.85% |
$15.9K - $18.6K
|
144
$81.4K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
38+ 0.66% |
$15.9K - $18.6K
|
5.76K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38+ 345.45% |
$15.9K - $18.6K
|
49
$27.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.56% |
$15.5K - $18.1K
|
6.66K
$3.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
37+ 2.18% |
$15.5K - $18.1K
|
1.73K
$980K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
36+ 1.92% |
$15.1K - $17.6K
|
1.91K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36+ 15.93% |
$15.1K - $17.6K
|
262
$148K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
36New |
$15.1K - $17.6K
|
36
$20.3K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36+ 1800.0% |
$15.1K - $17.6K
|
38
$21.5K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36+ 4.63% |
$15.1K - $17.6K
|
814
$460K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
36+ 5.48% |
$15.1K - $17.6K
|
693
$392K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
36+ 1.97% |
$15.1K - $17.6K
|
1.86K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35+ 583.33% |
$14.7K - $17.1K
|
41
$23.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
35+ 1.29% |
$14.7K - $17.1K
|
2.75K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
35+ 2.54% |
$14.7K - $17.1K
|
1.41K
$799K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.24% |
$14.7K - $17.1K
|
14.5K
$8.19M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 1.93% |
$14.7K - $17.1K
|
1.85K
$1.04M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
35+ 0.24% |
$14.7K - $17.1K
|
14.4K
$8.13M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
35+ 0.91% |
$14.7K - $17.1K
|
3.9K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
34+ 7.17% |
$14.2K - $16.6K
|
508
$287K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
34+ 0.28% |
$14.2K - $16.6K
|
12.2K
$6.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 0.63% |
$13.8K - $16.1K
|
5.24K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
33+ 3.96% |
$13.8K - $16.1K
|
866
$489K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33+ 55.0% |
$13.8K - $16.1K
|
93
$52.6K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33+ 2.59% |
$13.8K - $16.1K
|
1.31K
$737K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 1.45% |
$13.8K - $16.1K
|
2.32K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
33+ 1.98% |
$13.8K - $16.1K
|
1.7K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
33+ 2.17% |
$13.8K - $16.1K
|
1.55K
$878K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
33+ 4.61% |
$13.8K - $16.1K
|
749
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32+ 7.53% |
$13.4K - $15.6K
|
457
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
32+ 3.45% |
$13.4K - $15.6K
|
959
$542K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
32+ 3.13% |
$13.4K - $15.6K
|
1.05K
$596K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
32+ 6.43% |
$13.4K - $15.6K
|
530
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 2.06% |
$13.4K - $15.6K
|
1.59K
$896K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
32+ 1.02% |
$13.4K - $15.6K
|
3.17K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31+ 6.46% |
$13K - $15.1K
|
511
$289K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
31+ 2.16% |
$13K - $15.1K
|
1.47K
$828K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 2.84% |
$12.6K - $14.7K
|
1.09K
$614K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
30+ 0.17% |
$12.6K - $14.7K
|
17.2K
$9.73M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 3.92% |
$12.6K - $14.7K
|
796
$450K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 5.96% |
$12.6K - $14.7K
|
533
$301K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 3.92% |
$12.6K - $14.7K
|
796
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
29+ 145.0% |
$12.1K - $14.2K
|
49
$27.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.46% |
$12.1K - $14.2K
|
6.39K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 2.56% |
$12.1K - $14.2K
|
1.16K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
29+ 3.87% |
$12.1K - $14.2K
|
779
$440K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28+ 1.97% |
$11.7K - $13.7K
|
1.45K
$819K
|