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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
14+ 2.43% |
$5.86K - $6.84K
|
589
$314K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14+ 1.13% |
$5.86K - $6.84K
|
1.26K
$670K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
14+ 2.05% |
$5.86K - $6.84K
|
696
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
14+ 0.79% |
$5.86K - $6.84K
|
1.79K
$954K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
14+ 0.62% |
$5.86K - $6.84K
|
2.27K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
14+ 0.12% |
$5.86K - $6.84K
|
11.3K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14New |
$5.86K - $6.84K
|
14
$7.46K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14+ 1.56% |
$5.86K - $6.84K
|
914
$487K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14+ 0.51% |
$5.86K - $6.84K
|
2.78K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
13+ 0.81% |
$5.44K - $6.35K
|
1.62K
$864K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
13+ 0.6% |
$5.44K - $6.35K
|
2.19K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
13+ 2.48% |
$5.44K - $6.35K
|
537
$286K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$5.44K - $6.35K
|
14.9K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
13+ 0.09% |
$5.44K - $6.35K
|
14.2K
$7.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12+ 0.97% |
$5.03K - $5.86K
|
1.24K
$662K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 0.07% |
$5.03K - $5.86K
|
18.1K
$9.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 1.3% |
$5.03K - $5.86K
|
937
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
12+ 2.35% |
$5.03K - $5.86K
|
523
$279K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12+ 2.2% |
$5.03K - $5.86K
|
558
$297K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.61% |
$5.03K - $5.86K
|
1.97K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
12New |
$5.03K - $5.86K
|
12
$6.4K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12+ 0.32% |
$5.03K - $5.86K
|
3.81K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11+ 0.81% |
$4.61K - $5.38K
|
1.36K
$726K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$4.61K - $5.38K
|
11
$5.86K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 2.51% |
$4.61K - $5.38K
|
449
$239K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11+ 0.44% |
$4.61K - $5.38K
|
2.51K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11+ 1.1% |
$4.61K - $5.38K
|
1.01K
$538K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.13% |
$4.61K - $5.38K
|
363
$193K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
10New |
$4.19K - $4.89K
|
10
$5.33K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10+ 0.65% |
$4.19K - $4.89K
|
1.56K
$831K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.09% |
$4.19K - $4.89K
|
10.9K
$5.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 6.13% |
$4.19K - $4.89K
|
173
$92.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10+ 1.4% |
$4.19K - $4.89K
|
724
$386K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10New |
$4.19K - $4.89K
|
10
$5.33K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
10+ 1.47% |
$4.19K - $4.89K
|
690
$368K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.28% |
$4.19K - $4.89K
|
3.59K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
10+ 1.1% |
$4.19K - $4.89K
|
923
$492K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9+ 0.49% |
$3.77K - $4.4K
|
1.85K
$984K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
9+ 1.68% |
$3.77K - $4.4K
|
545
$290K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9+ 1.49% |
$3.77K - $4.4K
|
613
$327K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
9+ 1.63% |
$3.77K - $4.4K
|
561
$299K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 4.92% |
$3.77K - $4.4K
|
192
$102K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9+ 0.43% |
$3.77K - $4.4K
|
2.1K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.81% |
$3.77K - $4.4K
|
1.12K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8+ 1.38% |
$3.35K - $3.91K
|
587
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8+ 1.45% |
$3.35K - $3.91K
|
558
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8+ 0.17% |
$3.35K - $3.91K
|
4.69K
$2.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.35% |
$3.35K - $3.91K
|
2.28K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.99% |
$3.35K - $3.91K
|
819
$436K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 9.2% |
$3.35K - $3.91K
|
95
$50.6K
|