Purchases and Sales Made in Q2 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
113+ 3.04% |
$49.8K - $54.2K
|
3.83K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
113+ 4.42% |
$49.8K - $54.2K
|
2.67K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112+ 4.38% |
$49.4K - $53.7K
|
2.67K
$1.51M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
112New |
$49.4K - $53.7K
|
112
$63.3K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
112+ 3.66% |
$49.4K - $53.7K
|
3.17K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
111+ 4.27% |
$49K - $53.2K
|
2.71K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
111+ 0.32% |
$49K - $53.2K
|
35K
$19.8M
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
111+ 2.83% |
$49K - $53.2K
|
4.04K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
110+ 0.4% |
$48.5K - $52.7K
|
27.4K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110+ 16.27% |
$48.5K - $52.7K
|
786
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
110+ 6.81% |
$48.5K - $52.7K
|
1.73K
$975K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
108+ 21.39% |
$47.6K - $51.8K
|
613
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
108+ 23.58% |
$47.6K - $51.8K
|
566
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
108+ 3.26% |
$47.6K - $51.8K
|
3.42K
$1.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
107+ 3.73% |
$47.2K - $51.3K
|
2.97K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
107+ 0.49% |
$47.2K - $51.3K
|
22.2K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
107+ 15.6% |
$47.2K - $51.3K
|
793
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
107+ 3.99% |
$47.2K - $51.3K
|
2.79K
$1.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 2.33% |
$46.8K - $50.8K
|
4.65K
$2.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
106+ 13.33% |
$46.8K - $50.8K
|
901
$509K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
105+ 2.36% |
$46.3K - $50.3K
|
4.56K
$2.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
105+ 1166.67% |
$46.3K - $50.3K
|
114
$64.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
104+ 3.79% |
$45.9K - $49.9K
|
2.85K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
104+ 0.41% |
$45.9K - $49.9K
|
25.4K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
102+ 3.71% |
$45K - $48.9K
|
2.85K
$1.61M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
102+ 14.03% |
$45K - $48.9K
|
829
$468K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
100+ 14.27% |
$44.1K - $47.9K
|
801
$453K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 3.07% |
$44.1K - $47.9K
|
3.36K
$1.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
100+ 19.84% |
$44.1K - $47.9K
|
604
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 3.42% |
$44.1K - $47.9K
|
3.03K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 23.15% |
$44.1K - $47.9K
|
532
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 4.55% |
$44.1K - $47.9K
|
2.3K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
99+ 4.67% |
$43.7K - $47.5K
|
2.22K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
99+ 4.2% |
$43.7K - $47.5K
|
2.46K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
99+ 1.11% |
$43.7K - $47.5K
|
9.03K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 11.86% |
$43.7K - $47.5K
|
934
$528K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
99+ 1.09% |
$43.7K - $47.5K
|
9.22K
$5.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
98+ 15.43% |
$43.2K - $47K
|
733
$414K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
97+ 9.48% |
$42.8K - $46.5K
|
1.12K
$633K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
97+ 1.7% |
$42.8K - $46.5K
|
5.81K
$3.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
96+ 4.71% |
$42.3K - $46K
|
2.13K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
95+ 8.67% |
$41.9K - $45.5K
|
1.19K
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
95+ 2.87% |
$41.9K - $45.5K
|
3.41K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
92+ 9.94% |
$40.6K - $44.1K
|
1.02K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
92+ 3.75% |
$40.6K - $44.1K
|
2.55K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
91+ 1.19% |
$40.1K - $43.6K
|
7.76K
$4.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
91+ 11.36% |
$40.1K - $43.6K
|
892
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
91+ 26.0% |
$40.1K - $43.6K
|
441
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
91+ 6.21% |
$40.1K - $43.6K
|
1.56K
$879K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
90+ 2.62% |
$39.7K - $43.1K
|
3.53K
$1.99M
|