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 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
30+ 0.69% |
$12.9K - $15K
|
4.38K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
30+ 2.01% |
$12.9K - $15K
|
1.52K
$858K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
29+ 0.35% |
$12.5K - $14.5K
|
8.32K
$4.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
29+ 1.29% |
$12.5K - $14.5K
|
2.28K
$1.29M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
29+ 6.35% |
$12.5K - $14.5K
|
486
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 1.73% |
$12K - $14K
|
1.65K
$931K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$12K - $14K
|
4.96K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
28+ 3.03% |
$12K - $14K
|
952
$538K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13.5K
|
15.8K
$8.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 2.85% |
$11.6K - $13.5K
|
974
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 7.54% |
$11.6K - $13.5K
|
385
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 1.49% |
$11.6K - $13.5K
|
1.83K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
27+ 0.84% |
$11.6K - $13.5K
|
3.24K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27+ 4.02% |
$11.6K - $13.5K
|
698
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 2.19% |
$11.2K - $13K
|
1.21K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 2.55% |
$11.2K - $13K
|
1.04K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
26+ 4.24% |
$11.2K - $13K
|
639
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.21% |
$11.2K - $13K
|
12.3K
$6.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26+ 0.68% |
$11.2K - $13K
|
3.83K
$2.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 3.1% |
$10.7K - $12.5K
|
832
$470K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 4.4% |
$10.7K - $12.5K
|
593
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$10.7K - $12.5K
|
4.31K
$2.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 23.81% |
$10.7K - $12.5K
|
130
$73.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 2.02% |
$10.7K - $12.5K
|
1.27K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
25+ 0.08% |
$10.7K - $12.5K
|
30.8K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24+ 1.04% |
$10.3K - $12K
|
2.34K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.39% |
$10.3K - $12K
|
1.76K
$992K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24+ 0.17% |
$10.3K - $12K
|
14.2K
$8.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.38% |
$10.3K - $12K
|
6.42K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.2% |
$10.3K - $12K
|
773
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24+ 0.15% |
$10.3K - $12K
|
15.8K
$8.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.89% |
$10.3K - $12K
|
2.73K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
24+ 0.39% |
$10.3K - $12K
|
6.15K
$3.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 4.8% |
$9.88K - $11.5K
|
502
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23+ 0.44% |
$9.88K - $11.5K
|
5.3K
$3M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 4.51% |
$9.88K - $11.5K
|
533
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 1.96% |
$9.88K - $11.5K
|
1.2K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23+ 0.15% |
$9.88K - $11.5K
|
15.2K
$8.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$9.45K - $11K
|
4.35K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
22+ 4.38% |
$9.45K - $11K
|
524
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
22+ 4.44% |
$9.45K - $11K
|
517
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.08% |
$9.45K - $11K
|
26.1K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.27% |
$9.02K - $10.5K
|
1.68K
$948K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 2.61% |
$9.02K - $10.5K
|
827
$467K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 4.84% |
$9.02K - $10.5K
|
455
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
21+ 1.74% |
$9.02K - $10.5K
|
1.23K
$692K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
21+ 4.35% |
$9.02K - $10.5K
|
504
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 35.0% |
$9.02K - $10.5K
|
81
$45.8K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
21+ 0.14% |
$9.02K - $10.5K
|
15.5K
$8.76M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 0.63% |
$8.59K - $10K
|
3.22K
$1.82M
|