Purchases and Sales Made in Q3 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
211+ 5.36% |
$90.6K - $106K
|
4.15K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
209+ 32.45% |
$89.8K - $105K
|
853
$482K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
206+ 2.34% |
$88.5K - $103K
|
9.02K
$5.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
205+ 3.17% |
$88.1K - $103K
|
6.68K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
205+ 3.36% |
$88.1K - $103K
|
6.31K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
204+ 4.13% |
$87.6K - $102K
|
5.14K
$2.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
203+ 4.2% |
$87.2K - $102K
|
5.04K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
201+ 2.25% |
$86.3K - $101K
|
9.12K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 11.46% |
$85.9K - $100K
|
1.95K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
199+ 6.28% |
$85.5K - $99.7K
|
3.37K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
197+ 34.02% |
$84.6K - $98.7K
|
776
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 1.98% |
$84.2K - $98.2K
|
10.1K
$5.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 4.65% |
$84.2K - $98.2K
|
4.41K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
195+ 10.69% |
$83.8K - $97.7K
|
2.02K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 21.62% |
$83.8K - $97.7K
|
1.1K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
192+ 19.55% |
$82.5K - $96.2K
|
1.17K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
192+ 19.59% |
$82.5K - $96.2K
|
1.17K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
191+ 31.41% |
$82.1K - $95.7K
|
799
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
191+ 30.71% |
$82.1K - $95.7K
|
813
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
191+ 3.32% |
$82.1K - $95.7K
|
5.95K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
189+ 0.79% |
$81.2K - $94.7K
|
24K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
188+ 7.47% |
$80.8K - $94.2K
|
2.71K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
188+ 0.45% |
$80.8K - $94.2K
|
41.8K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
186+ 422.73% |
$79.9K - $93.2K
|
230
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
186+ 10.47% |
$79.9K - $93.2K
|
1.96K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
186+ 12.19% |
$79.9K - $93.2K
|
1.71K
$967K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
185+ 0.68% |
$79.5K - $92.7K
|
27.5K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
184+ 9.45% |
$79K - $92.2K
|
2.13K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
183+ 0.47% |
$78.6K - $91.7K
|
39.5K
$22.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
183+ 3.16% |
$78.6K - $91.7K
|
5.97K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
181+ 0.93% |
$77.8K - $90.7K
|
19.6K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
181+ 30.78% |
$77.8K - $90.7K
|
769
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
181+ 14.93% |
$77.8K - $90.7K
|
1.39K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
180+ 3.21% |
$77.3K - $90.2K
|
5.78K
$3.27M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
179+ 8.99% |
$76.9K - $89.7K
|
2.17K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
178+ 0.46% |
$76.5K - $89.2K
|
39.2K
$22.1M
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
178+ 3.43% |
$76.5K - $89.2K
|
5.37K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
177+ 9.6% |
$76K - $88.7K
|
2.02K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
175+ 10.38% |
$75.2K - $87.7K
|
1.86K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
175+ 16.57% |
$75.2K - $87.7K
|
1.23K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
174+ 3.78% |
$74.8K - $87.2K
|
4.77K
$2.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 14.34% |
$74.3K - $86.7K
|
1.38K
$779K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
173+ 8.24% |
$74.3K - $86.7K
|
2.27K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
172+ 1.45% |
$73.9K - $86.2K
|
12K
$6.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
171+ 3.08% |
$73.5K - $85.7K
|
5.72K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
171+ 7.6% |
$73.5K - $85.7K
|
2.42K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 2.61% |
$73K - $85.2K
|
6.69K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
170+ 12.85% |
$73K - $85.2K
|
1.49K
$844K
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
168+ 32.56% |
$72.2K - $84.2K
|
684
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166+ 1.44% |
$71.3K - $83.2K
|
11.7K
$6.59M
|