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 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
17+ 0.47% |
$7.3K - $8.52K
|
3.67K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
17+ 3.71% |
$7.3K - $8.52K
|
475
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 3.7% |
$7.3K - $8.52K
|
476
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
17+ 2.0% |
$7.3K - $8.52K
|
867
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.79% |
$7.3K - $8.52K
|
2.16K
$1.13M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
17+ 1.0% |
$7.3K - $8.52K
|
1.72K
$893K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
16+ 0.91% |
$6.87K - $8.02K
|
1.78K
$924K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 4.4% |
$6.87K - $8.02K
|
380
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
16+ 0.16% |
$6.87K - $8.02K
|
9.91K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
16+ 1.02% |
$6.87K - $8.02K
|
1.58K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
16+ 11.85% |
$6.87K - $8.02K
|
151
$78.5K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 3.12% |
$6.87K - $8.02K
|
529
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 1.48% |
$6.44K - $7.51K
|
1.03K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
15+ 0.25% |
$6.44K - $7.51K
|
5.98K
$3.11M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.29% |
$6.44K - $7.51K
|
5.18K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 0.76% |
$6.44K - $7.51K
|
2K
$1.04M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
15+ 0.12% |
$6.44K - $7.51K
|
12.2K
$6.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
14+ 1.85% |
$6.01K - $7.01K
|
770
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14+ 0.73% |
$6.01K - $7.01K
|
1.94K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.04% |
$6.01K - $7.01K
|
31.6K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.46% |
$6.01K - $7.01K
|
3.03K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 1.78% |
$6.01K - $7.01K
|
800
$416K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.7% |
$6.01K - $7.01K
|
2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
14+ 0.99% |
$6.01K - $7.01K
|
1.42K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14+ 1.27% |
$6.01K - $7.01K
|
1.12K
$581K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
13+ 0.96% |
$5.58K - $6.51K
|
1.36K
$709K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.81% |
$5.58K - $6.51K
|
1.61K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 1.86% |
$5.58K - $6.51K
|
712
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13+ 0.1% |
$5.58K - $6.51K
|
13.1K
$6.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 1.52% |
$5.16K - $6.01K
|
799
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 0.49% |
$5.16K - $6.01K
|
2.44K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12+ 2.65% |
$5.16K - $6.01K
|
465
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 2.43% |
$5.16K - $6.01K
|
506
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
12+ 0.43% |
$5.16K - $6.01K
|
2.77K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 3.01% |
$4.73K - $5.51K
|
376
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
11+ 0.98% |
$4.73K - $5.51K
|
1.14K
$592K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11+ 1.44% |
$4.73K - $5.51K
|
776
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.76% |
$4.73K - $5.51K
|
1.46K
$759K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.74% |
$4.73K - $5.51K
|
1.51K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 3.54% |
$4.73K - $5.51K
|
322
$167K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11+ 1.09% |
$4.73K - $5.51K
|
1.02K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 0.63% |
$4.3K - $5.01K
|
1.59K
$828K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.3K - $5.01K
|
4.35K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.47% |
$4.3K - $5.01K
|
2.15K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.26K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 58.82% |
$4.3K - $5.01K
|
27
$14K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.44% |
$4.3K - $5.01K
|
2.31K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 1.14% |
$4.3K - $5.01K
|
885
$460K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.19% |
$4.3K - $5.01K
|
5.27K
$2.74M
|