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 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.31% |
$9.63K - $11.2K
|
7.38K
$3.9M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
23+ 0.41% |
$9.63K - $11.2K
|
5.67K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
23+ 1.66% |
$9.63K - $11.2K
|
1.41K
$744K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.3% |
$9.63K - $11.2K
|
7.8K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23+ 15.03% |
$9.63K - $11.2K
|
176
$93K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22+ 1.36% |
$9.21K - $10.8K
|
1.64K
$865K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.21% |
$9.21K - $10.8K
|
10.3K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
22+ 0.14% |
$9.21K - $10.8K
|
16K
$8.46M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
22+ 0.47% |
$9.21K - $10.8K
|
4.7K
$2.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
21+ 2.71% |
$8.79K - $10.3K
|
795
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
21+ 1.5% |
$8.79K - $10.3K
|
1.42K
$751K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 3.61% |
$8.79K - $10.3K
|
602
$318K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
21+ 3.86% |
$8.79K - $10.3K
|
565
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
20+ 1.26% |
$8.38K - $9.77K
|
1.61K
$851K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
20+ 0.14% |
$8.38K - $9.77K
|
14.6K
$7.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 1.67% |
$8.38K - $9.77K
|
1.22K
$644K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 6.12% |
$8.38K - $9.77K
|
347
$183K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 27.4% |
$8.38K - $9.77K
|
93
$49.1K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20+ 1.02% |
$8.38K - $9.77K
|
1.98K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 1.93% |
$8.38K - $9.77K
|
1.06K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 2.6% |
$8.38K - $9.77K
|
790
$417K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 0.67% |
$8.38K - $9.77K
|
3.02K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20+ 1.7% |
$8.38K - $9.77K
|
1.2K
$633K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20New |
$8.38K - $9.77K
|
20
$10.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19+ 3.3% |
$7.96K - $9.28K
|
595
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
19+ 2.37% |
$7.96K - $9.28K
|
821
$434K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.65% |
$7.96K - $9.28K
|
2.94K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
19+ 0.08% |
$7.96K - $9.28K
|
22.9K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
19+ 1.51% |
$7.96K - $9.28K
|
1.27K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
19+ 0.11% |
$7.96K - $9.28K
|
17.5K
$9.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18+ 1.7% |
$7.54K - $8.8K
|
1.08K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
18+ 0.9% |
$7.54K - $8.8K
|
2.03K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.29% |
$7.54K - $8.8K
|
1.41K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
17+ 0.63% |
$7.12K - $8.31K
|
2.7K
$1.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 3.19% |
$7.12K - $8.31K
|
550
$291K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
17+ 0.1% |
$7.12K - $8.31K
|
17.4K
$9.19M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
17+ 2.31% |
$7.12K - $8.31K
|
752
$397K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 3.51% |
$7.12K - $8.31K
|
501
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
16+ 2.26% |
$6.7K - $7.82K
|
724
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16+ 0.94% |
$6.7K - $7.82K
|
1.71K
$906K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
16+ 0.15% |
$6.7K - $7.82K
|
10.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16+ 1.35% |
$6.7K - $7.82K
|
1.2K
$635K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 9.26% |
$6.28K - $7.33K
|
177
$93.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$6.28K - $7.33K
|
10.6K
$5.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
15+ 2.3% |
$6.28K - $7.33K
|
666
$352K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 1.47% |
$6.28K - $7.33K
|
1.04K
$548K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 3.98% |
$6.28K - $7.33K
|
392
$207K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
15+ 0.28% |
$6.28K - $7.33K
|
5.31K
$2.81M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
15+ 0.32% |
$6.28K - $7.33K
|
4.65K
$2.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.07% |
$5.86K - $6.84K
|
18.7K
$9.87M
|