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
|
Trinity Point Wealth, LLC
|
BUY
|
- |
73+ 0.91% |
$32.2K - $35K
|
8.08K
$4.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
73+ 8.51% |
$32.2K - $35K
|
931
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
73+ 1.09% |
$32.2K - $35K
|
6.8K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.23% |
$32.2K - $35K
|
31.5K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
72+ 5.07% |
$31.8K - $34.5K
|
1.49K
$844K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
72+ 4.54% |
$31.8K - $34.5K
|
1.66K
$937K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
72+ 0.19% |
$31.8K - $34.5K
|
39K
$22M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
72+ 2.53% |
$31.8K - $34.5K
|
2.92K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
72+ 0.04% |
$31.8K - $34.5K
|
172K
$97M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
72+ 0.53% |
$31.8K - $34.5K
|
13.7K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
72+ 8.77% |
$31.8K - $34.5K
|
893
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
71+ 7.55% |
$31.3K - $34K
|
1.01K
$571K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 11.74% |
$31.3K - $34K
|
676
$382K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
71+ 2.02% |
$31.3K - $34K
|
3.59K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
71+ 5.93% |
$31.3K - $34K
|
1.27K
$717K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
69+ 2.19% |
$30.4K - $33.1K
|
3.23K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68+ 0.17% |
$30K - $32.6K
|
40.4K
$22.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
68+ 3.07% |
$30K - $32.6K
|
2.29K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
67+ 3.81% |
$29.6K - $32.1K
|
1.83K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
67+ 3.06% |
$29.6K - $32.1K
|
2.26K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
66+ 6.88% |
$29.1K - $31.6K
|
1.03K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
66+ 0.22% |
$29.1K - $31.6K
|
30.7K
$17.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
65+ 9.91% |
$28.7K - $31.2K
|
721
$407K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 1.81% |
$28.7K - $31.2K
|
3.66K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
65+ 9.86% |
$28.7K - $31.2K
|
724
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
65+ 0.74% |
$28.7K - $31.2K
|
8.89K
$5.02M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
65+ 5.02% |
$28.7K - $31.2K
|
1.36K
$769K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
65+ 1.39% |
$28.7K - $31.2K
|
4.74K
$2.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64+ 4.48% |
$28.2K - $30.7K
|
1.49K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
64+ 2.27% |
$28.2K - $30.7K
|
2.88K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
63+ 6.95% |
$27.8K - $30.2K
|
969
$548K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
62+ 1.24% |
$27.3K - $29.7K
|
5.04K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
62+ 5.53% |
$27.3K - $29.7K
|
1.18K
$669K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
62+ 9.24% |
$27.3K - $29.7K
|
733
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
61+ 3.74% |
$26.9K - $29.2K
|
1.69K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61+ 9.53% |
$26.9K - $29.2K
|
701
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
61+ 10.17% |
$26.9K - $29.2K
|
661
$374K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
60+ 0.32% |
$26.5K - $28.8K
|
18.7K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
60+ 10.19% |
$26.5K - $28.8K
|
649
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
60+ 0.27% |
$26.5K - $28.8K
|
22.5K
$12.7M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
60+ 3.4% |
$26.5K - $28.8K
|
1.82K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
59+ 0.64% |
$26K - $28.3K
|
9.32K
$5.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
59+ 2.18% |
$26K - $28.3K
|
2.76K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
58+ 1.5% |
$25.6K - $27.8K
|
3.93K
$2.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.84% |
$25.6K - $27.8K
|
7K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
58+ 1.03% |
$25.6K - $27.8K
|
5.71K
$3.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
57+ 2.07% |
$25.1K - $27.3K
|
2.81K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
57+ 3.53% |
$25.1K - $27.3K
|
1.67K
$945K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
57+ 4.53% |
$25.1K - $27.3K
|
1.31K
$743K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
57+ 3.66% |
$25.1K - $27.3K
|
1.61K
$912K
|