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 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
100+ 19.8% |
$43K - $50.1K
|
605
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100+ 1.81% |
$43K - $50.1K
|
5.63K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 0.87% |
$43K - $50.1K
|
11.6K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 21.65% |
$43K - $50.1K
|
562
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
100+ 0.56% |
$43K - $50.1K
|
18.1K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
99+ 0.73% |
$42.5K - $49.6K
|
13.7K
$7.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
98+ 13.98% |
$42.1K - $49.1K
|
799
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
98+ 2.61% |
$42.1K - $49.1K
|
3.85K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
98+ 2.37% |
$42.1K - $49.1K
|
4.24K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
97+ 3.73% |
$41.7K - $48.6K
|
2.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
97+ 0.6% |
$41.7K - $48.6K
|
16.4K
$9.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
97+ 4.26% |
$41.7K - $48.6K
|
2.37K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
96+ 15.48% |
$41.2K - $48.1K
|
716
$405K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
96+ 3.23% |
$41.2K - $48.1K
|
3.07K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 12.02% |
$41.2K - $48.1K
|
895
$506K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
96+ 0.48% |
$41.2K - $48.1K
|
20.1K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
96+ 1.36% |
$41.2K - $48.1K
|
7.14K
$4.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
96+ 15.31% |
$41.2K - $48.1K
|
723
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
96+ 0.69% |
$41.2K - $48.1K
|
13.9K
$7.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 5.58% |
$40K - $46.6K
|
1.76K
$995K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
93+ 0.65% |
$40K - $46.6K
|
14.5K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
93+ 3.49% |
$40K - $46.6K
|
2.75K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
92+ 1.7% |
$39.5K - $46.1K
|
5.5K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
92+ 15.7% |
$39.5K - $46.1K
|
678
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
92+ 0.29% |
$39.5K - $46.1K
|
31.6K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
91+ 2.99% |
$39.1K - $45.6K
|
3.14K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
91+ 5.85% |
$39.1K - $45.6K
|
1.65K
$931K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
90+ 4.95% |
$38.7K - $45.1K
|
1.91K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
90+ 3.71% |
$38.7K - $45.1K
|
2.51K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
90+ 2.4% |
$38.7K - $45.1K
|
3.84K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
89+ 13.53% |
$38.2K - $44.6K
|
747
$422K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 14.29% |
$37.8K - $44.1K
|
704
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
88+ 6.31% |
$37.8K - $44.1K
|
1.48K
$837K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
87+ 20.52% |
$37.4K - $43.6K
|
511
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
86+ 1.02% |
$36.9K - $43.1K
|
8.5K
$4.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 1.23% |
$35.7K - $41.6K
|
6.83K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
83+ 0.44% |
$35.7K - $41.6K
|
18.9K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
82+ 3.34% |
$35.2K - $41.1K
|
2.54K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
82+ 29.5% |
$35.2K - $41.1K
|
360
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
82+ 32.28% |
$35.2K - $41.1K
|
336
$190K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
81+ 1.19% |
$34.8K - $40.6K
|
6.88K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81+ 4.14% |
$34.8K - $40.6K
|
2.04K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
81+ 4.23% |
$34.8K - $40.6K
|
2K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
81+ 0.73% |
$34.8K - $40.6K
|
11.2K
$6.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
80+ 10.28% |
$34.4K - $40.1K
|
858
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
80+ 20.73% |
$34.4K - $40.1K
|
466
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
80+ 3.99% |
$34.4K - $40.1K
|
2.09K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
80+ 0.45% |
$34.4K - $40.1K
|
17.9K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
79New |
$33.9K - $39.6K
|
79
$44.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
78+ 59.54% |
$33.5K - $39.1K
|
209
$118K
|