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 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
34+ 2.48% |
$14.6K - $17K
|
1.41K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
34+ 2.78% |
$14.6K - $17K
|
1.26K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.56% |
$14.6K - $17K
|
780
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33+ 4.5% |
$14.2K - $16.5K
|
767
$401K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33+ 4.11% |
$14.2K - $16.5K
|
835
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
33+ 1.07% |
$14.2K - $16.5K
|
3.13K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.32% |
$14.2K - $16.5K
|
10.2K
$5.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 1.97% |
$13.7K - $16K
|
1.66K
$868K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 4.37% |
$13.7K - $16K
|
765
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32+ 9.41% |
$13.7K - $16K
|
372
$195K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 4.68% |
$13.3K - $15.5K
|
694
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 5.96% |
$13.3K - $15.5K
|
551
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 5.83% |
$13.3K - $15.5K
|
563
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.19% |
$13.3K - $15.5K
|
16K
$8.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31+ 2.29% |
$13.3K - $15.5K
|
1.39K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
31+ 2.44% |
$13.3K - $15.5K
|
1.3K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 4.97% |
$13.3K - $15.5K
|
655
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31+ 0.78% |
$13.3K - $15.5K
|
3.99K
$2.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$12.9K - $15K
|
8.42K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 5.37% |
$12.9K - $15K
|
589
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 4.51% |
$12.9K - $15K
|
695
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30+ 0.35% |
$12.9K - $15K
|
8.72K
$4.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30+ 4.82% |
$12.9K - $15K
|
653
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
30+ 4.34% |
$12.9K - $15K
|
721
$377K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
30+ 0.6% |
$12.9K - $15K
|
5.04K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.53K
$799K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.63% |
$12.9K - $15K
|
4.8K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 1.05% |
$12.9K - $15K
|
2.89K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
30+ 0.69% |
$12.9K - $15K
|
4.38K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.52K
$795K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
29+ 0.35% |
$12.5K - $14.5K
|
8.32K
$4.35M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
29+ 1.29% |
$12.5K - $14.5K
|
2.28K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 1.73% |
$12K - $14K
|
1.65K
$862K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$12K - $14K
|
4.96K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
28+ 3.03% |
$12K - $14K
|
952
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13.5K
|
15.8K
$8.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 2.85% |
$11.6K - $13.5K
|
974
$510K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 7.54% |
$11.6K - $13.5K
|
385
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 1.49% |
$11.6K - $13.5K
|
1.83K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
27+ 0.84% |
$11.6K - $13.5K
|
3.24K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27+ 4.02% |
$11.6K - $13.5K
|
698
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 2.19% |
$11.2K - $13K
|
1.21K
$634K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 2.55% |
$11.2K - $13K
|
1.04K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
26+ 4.24% |
$11.2K - $13K
|
639
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.21% |
$11.2K - $13K
|
12.3K
$6.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26+ 0.68% |
$11.2K - $13K
|
3.83K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 3.1% |
$10.7K - $12.5K
|
832
$435K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 4.4% |
$10.7K - $12.5K
|
593
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$10.7K - $12.5K
|
4.31K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 23.81% |
$10.7K - $12.5K
|
130
$68K
|