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 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
38+ 5.2% |
$16.3K - $19K
|
769
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
38+ 3.63% |
$16.3K - $19K
|
1.08K
$613K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
38+ 0.15% |
$16.3K - $19K
|
25.5K
$14.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37+ 74.0% |
$15.9K - $18.5K
|
87
$49.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
37+ 3.39% |
$15.9K - $18.5K
|
1.13K
$639K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
37+ 7.68% |
$15.9K - $18.5K
|
519
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 6.72% |
$15.9K - $18.5K
|
588
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
36+ 0.38% |
$15.5K - $18K
|
9.53K
$5.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.04% |
$15.5K - $18K
|
87.8K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
36+ 1.27% |
$15.5K - $18K
|
2.87K
$1.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
35+ 2.43% |
$15K - $17.5K
|
1.48K
$834K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
35+ 0.24% |
$15K - $17.5K
|
14.6K
$8.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
35+ 1.3% |
$15K - $17.5K
|
2.73K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 2.4% |
$15K - $17.5K
|
1.5K
$845K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 4.8% |
$15K - $17.5K
|
764
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
35+ 2.34% |
$15K - $17.5K
|
1.53K
$866K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
35+ 4.85% |
$15K - $17.5K
|
756
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35+ 41.67% |
$15K - $17.5K
|
119
$67.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
35+ 7.68% |
$15K - $17.5K
|
491
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.81% |
$14.6K - $17K
|
4.23K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
34+ 1.15% |
$14.6K - $17K
|
2.99K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
34+ 1.07% |
$14.6K - $17K
|
3.22K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
34+ 2.48% |
$14.6K - $17K
|
1.41K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
34+ 2.78% |
$14.6K - $17K
|
1.26K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.56% |
$14.6K - $17K
|
780
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33+ 4.5% |
$14.2K - $16.5K
|
767
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33+ 4.11% |
$14.2K - $16.5K
|
835
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
33+ 1.07% |
$14.2K - $16.5K
|
3.13K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.32% |
$14.2K - $16.5K
|
10.2K
$5.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$937K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 4.37% |
$13.7K - $16K
|
765
$432K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32+ 9.41% |
$13.7K - $16K
|
372
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 4.68% |
$13.3K - $15.5K
|
694
$392K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 5.96% |
$13.3K - $15.5K
|
551
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 5.83% |
$13.3K - $15.5K
|
563
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$9.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31+ 2.29% |
$13.3K - $15.5K
|
1.39K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
31+ 2.44% |
$13.3K - $15.5K
|
1.3K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 4.97% |
$13.3K - $15.5K
|
655
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31+ 0.78% |
$13.3K - $15.5K
|
3.99K
$2.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$12.9K - $15K
|
8.42K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 4.51% |
$12.9K - $15K
|
695
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.35% |
$12.9K - $15K
|
8.72K
$4.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30+ 4.82% |
$12.9K - $15K
|
653
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
30+ 4.34% |
$12.9K - $15K
|
721
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
30+ 0.6% |
$12.9K - $15K
|
5.04K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.53K
$862K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.63% |
$12.9K - $15K
|
4.8K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 1.05% |
$12.9K - $15K
|
2.89K
$1.64M
|