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 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 2.02% |
$10.7K - $12.5K
|
1.27K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
25+ 0.08% |
$10.7K - $12.5K
|
30.8K
$16.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24+ 1.04% |
$10.3K - $12K
|
2.34K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.39% |
$10.3K - $12K
|
1.76K
$918K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24+ 0.17% |
$10.3K - $12K
|
14.2K
$7.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.38% |
$10.3K - $12K
|
6.42K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.2% |
$10.3K - $12K
|
773
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24+ 0.15% |
$10.3K - $12K
|
15.8K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.89% |
$10.3K - $12K
|
2.73K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
24+ 0.39% |
$10.3K - $12K
|
6.15K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 4.8% |
$9.88K - $11.5K
|
502
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23+ 0.44% |
$9.88K - $11.5K
|
5.3K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 4.51% |
$9.88K - $11.5K
|
533
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
23+ 1.96% |
$9.88K - $11.5K
|
1.2K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23+ 0.15% |
$9.88K - $11.5K
|
15.2K
$7.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$9.45K - $11K
|
4.35K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
22+ 4.38% |
$9.45K - $11K
|
524
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
22+ 4.44% |
$9.45K - $11K
|
517
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.08% |
$9.45K - $11K
|
26.1K
$13.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.27% |
$9.02K - $10.5K
|
1.68K
$878K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 2.61% |
$9.02K - $10.5K
|
827
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 4.84% |
$9.02K - $10.5K
|
455
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
21+ 1.74% |
$9.02K - $10.5K
|
1.23K
$641K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
21+ 4.35% |
$9.02K - $10.5K
|
504
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 35.0% |
$9.02K - $10.5K
|
81
$42.4K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
21+ 0.14% |
$9.02K - $10.5K
|
15.5K
$8.11M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 0.63% |
$8.59K - $10K
|
3.22K
$1.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
20+ 0.39% |
$8.59K - $10K
|
5.16K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.07% |
$8.59K - $10K
|
30.1K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 1.34% |
$8.59K - $10K
|
1.52K
$793K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
20+ 1.64% |
$8.59K - $10K
|
1.24K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 0.04% |
$8.59K - $10K
|
52.4K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20+ 1.29% |
$8.59K - $10K
|
1.57K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20+ 1.43% |
$8.59K - $10K
|
1.42K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.29% |
$8.59K - $10K
|
7.02K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
20+ 0.92% |
$8.59K - $10K
|
2.19K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20+ 1.16% |
$8.59K - $10K
|
1.75K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20New |
$8.59K - $10K
|
20
$10.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
20+ 1.45% |
$8.59K - $10K
|
1.4K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
19+ 1.63% |
$8.16K - $9.52K
|
1.19K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
19+ 0.9% |
$8.16K - $9.52K
|
2.14K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 3.09% |
$8.16K - $9.52K
|
633
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
19+ 0.25% |
$8.16K - $9.52K
|
7.54K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
19+ 0.13% |
$8.16K - $9.52K
|
14.2K
$7.42M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
18+ 1.71% |
$7.73K - $9.02K
|
1.07K
$561K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
18+ 2.06% |
$7.73K - $9.02K
|
893
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18+ 1.5% |
$7.73K - $9.02K
|
1.22K
$637K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
18+ 0.07% |
$7.73K - $9.02K
|
24.5K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
18+ 0.26% |
$7.73K - $9.02K
|
7K
$3.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
17+ 2.44% |
$7.3K - $8.52K
|
714
$374K
|