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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
114+ 15.99% |
$49K - $57.1K
|
827
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
113+ 2.26% |
$48.5K - $56.6K
|
5.11K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
111+ 4.57% |
$47.7K - $55.6K
|
2.54K
$1.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
111+ 2.53% |
$47.7K - $55.6K
|
4.51K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
111+ 1.05% |
$47.7K - $55.6K
|
10.7K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
111+ 3.49% |
$47.7K - $55.6K
|
3.29K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
110+ 26.76% |
$47.3K - $55.1K
|
521
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
110+ 17.35% |
$47.3K - $55.1K
|
744
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
110+ 2.22% |
$47.3K - $55.1K
|
5.06K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 13.9% |
$46.8K - $54.6K
|
893
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
108+ 6.58% |
$46.4K - $54.1K
|
1.75K
$916K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 3.93% |
$46K - $53.6K
|
2.83K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
107+ 15.92% |
$46K - $53.6K
|
779
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
106+ 2.71% |
$45.5K - $53.1K
|
4.02K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
106+ 1.23% |
$45.5K - $53.1K
|
8.73K
$4.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
106+ 11.61% |
$45.5K - $53.1K
|
1.02K
$533K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
106+ 2.96% |
$45.5K - $53.1K
|
3.68K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
105+ 4.07% |
$45.1K - $52.6K
|
2.69K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
105New |
$45.1K - $52.6K
|
105
$54.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
105New |
$45.1K - $52.6K
|
105
$54.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
104+ 3.65% |
$44.7K - $52.1K
|
2.95K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
104+ 6.45% |
$44.7K - $52.1K
|
1.72K
$898K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
103+ 0.54% |
$44.2K - $51.6K
|
19.1K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
102+ 9.31% |
$43.8K - $51.1K
|
1.2K
$627K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
102+ 5.19% |
$43.8K - $51.1K
|
2.07K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
102+ 3.42% |
$43.8K - $51.1K
|
3.08K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
102+ 1.54% |
$43.8K - $51.1K
|
6.72K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 5.2% |
$43.8K - $51.1K
|
2.06K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
101+ 0.66% |
$43.4K - $50.6K
|
15.4K
$8.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
101+ 2.25% |
$43.4K - $50.6K
|
4.58K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
101+ 2.38% |
$43.4K - $50.6K
|
4.34K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
101+ 2.48% |
$43.4K - $50.6K
|
4.17K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
100+ 19.8% |
$43K - $50.1K
|
605
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100+ 1.81% |
$43K - $50.1K
|
5.63K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 0.87% |
$43K - $50.1K
|
11.6K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 21.65% |
$43K - $50.1K
|
562
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
100+ 0.56% |
$43K - $50.1K
|
18.1K
$9.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
99+ 0.73% |
$42.5K - $49.6K
|
13.7K
$7.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
98+ 13.98% |
$42.1K - $49.1K
|
799
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
98+ 2.61% |
$42.1K - $49.1K
|
3.85K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
98+ 2.37% |
$42.1K - $49.1K
|
4.24K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
97+ 3.73% |
$41.7K - $48.6K
|
2.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
97+ 0.6% |
$41.7K - $48.6K
|
16.4K
$8.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
97+ 4.26% |
$41.7K - $48.6K
|
2.37K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
96+ 15.48% |
$41.2K - $48.1K
|
716
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
96+ 3.23% |
$41.2K - $48.1K
|
3.07K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 12.02% |
$41.2K - $48.1K
|
895
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
96+ 0.48% |
$41.2K - $48.1K
|
20.1K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
96+ 1.36% |
$41.2K - $48.1K
|
7.14K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
96+ 15.31% |
$41.2K - $48.1K
|
723
$378K
|