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 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28+ 0.81% |
$11.7K - $13.7K
|
3.48K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
28+ 9.93% |
$11.7K - $13.7K
|
310
$175K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 1.0% |
$11.3K - $13.2K
|
2.74K
$1.55M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.23% |
$11.3K - $13.2K
|
11.5K
$6.51M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.82% |
$10.9K - $12.7K
|
1.46K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
26+ 0.48% |
$10.9K - $12.7K
|
5.41K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
26+ 3.13% |
$10.9K - $12.7K
|
858
$485K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
26+ 2.91% |
$10.9K - $12.7K
|
920
$520K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26+ 2.84% |
$10.9K - $12.7K
|
940
$531K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
26+ 1.5% |
$10.9K - $12.7K
|
1.76K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
26+ 1.48% |
$10.9K - $12.7K
|
1.78K
$1M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 8.84% |
$10.9K - $12.7K
|
320
$181K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
25+ 0.46% |
$10.5K - $12.2K
|
5.5K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 2.41% |
$10.5K - $12.2K
|
1.06K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
25+ 0.59% |
$10.5K - $12.2K
|
4.23K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
25+ 5.01% |
$10.5K - $12.2K
|
524
$296K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25+ 2.17% |
$10.5K - $12.2K
|
1.18K
$664K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
25+ 4.03% |
$10.5K - $12.2K
|
646
$365K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25+ 0.64% |
$10.5K - $12.2K
|
3.96K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 0.04% |
$10.5K - $12.2K
|
67K
$37.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
24+ 0.42% |
$10.1K - $11.7K
|
5.8K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 2.04% |
$10.1K - $11.7K
|
1.2K
$679K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
24+ 3.66% |
$10.1K - $11.7K
|
679
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
23+ 2.98% |
$9.63K - $11.2K
|
794
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23+ 1.34% |
$9.63K - $11.2K
|
1.73K
$980K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
23+ 0.34% |
$9.63K - $11.2K
|
6.88K
$3.89M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.31% |
$9.63K - $11.2K
|
7.38K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
23+ 0.41% |
$9.63K - $11.2K
|
5.67K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
23+ 1.66% |
$9.63K - $11.2K
|
1.41K
$795K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.3% |
$9.63K - $11.2K
|
7.8K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23+ 15.03% |
$9.63K - $11.2K
|
176
$99.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22+ 1.36% |
$9.21K - $10.8K
|
1.64K
$925K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.21% |
$9.21K - $10.8K
|
10.3K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
22+ 0.14% |
$9.21K - $10.8K
|
16K
$9.05M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
22+ 0.47% |
$9.21K - $10.8K
|
4.7K
$2.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
21+ 2.71% |
$8.79K - $10.3K
|
795
$449K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
21+ 1.5% |
$8.79K - $10.3K
|
1.42K
$803K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
21+ 3.61% |
$8.79K - $10.3K
|
602
$340K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
21+ 3.86% |
$8.79K - $10.3K
|
565
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
20+ 1.26% |
$8.38K - $9.77K
|
1.61K
$910K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
20+ 0.14% |
$8.38K - $9.77K
|
14.6K
$8.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 1.67% |
$8.38K - $9.77K
|
1.22K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 6.12% |
$8.38K - $9.77K
|
347
$196K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 27.4% |
$8.38K - $9.77K
|
93
$52.6K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20+ 1.02% |
$8.38K - $9.77K
|
1.98K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 1.93% |
$8.38K - $9.77K
|
1.06K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 2.6% |
$8.38K - $9.77K
|
790
$446K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 0.67% |
$8.38K - $9.77K
|
3.02K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20+ 1.7% |
$8.38K - $9.77K
|
1.2K
$676K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20New |
$8.38K - $9.77K
|
20
$11.3K
|