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 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-31- 3.33% |
$13.3K - $15.5K
|
899
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-32- 13.68% |
$13.7K - $16K
|
202
$114K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 2.7% |
$13.7K - $16K
|
1.15K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-32- 1.22% |
$13.7K - $16K
|
2.59K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-32- 0.19% |
$13.7K - $16K
|
16.8K
$9.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 1.46% |
$14.2K - $16.5K
|
2.23K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-33- 1.74% |
$14.2K - $16.5K
|
1.86K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-33- 4.98% |
$14.2K - $16.5K
|
629
$355K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-34- 3.66% |
$14.6K - $17K
|
895
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34- 0.18% |
$14.6K - $17K
|
19.1K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-34- 0.09% |
$14.6K - $17K
|
39.8K
$22.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-34- 3.19% |
$14.6K - $17K
|
1.03K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-34- 0.15% |
$14.6K - $17K
|
22.4K
$12.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.39% |
$15K - $17.5K
|
8.92K
$5.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-35- 5.11% |
$15K - $17.5K
|
650
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-35- 4.37% |
$15K - $17.5K
|
766
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-35- 0.08% |
$15K - $17.5K
|
44.2K
$25M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35- 3.07% |
$15K - $17.5K
|
1.1K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-35- 0.07% |
$15K - $17.5K
|
53.4K
$30.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35- 1.11% |
$15K - $17.5K
|
3.12K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-35- 0.91% |
$15K - $17.5K
|
3.83K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-35- 0.76% |
$15K - $17.5K
|
4.58K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-36- 2.48% |
$15.5K - $18K
|
1.42K
$800K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-36- 6.04% |
$15.5K - $18K
|
560
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-36- 7.56% |
$15.5K - $18K
|
440
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-36- 3.57% |
$15.5K - $18K
|
971
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-36- 4.27% |
$15.5K - $18K
|
807
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 3.63% |
$15.9K - $18.5K
|
983
$556K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.53% |
$15.9K - $18.5K
|
6.96K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-37- 6.88% |
$15.9K - $18.5K
|
501
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-37- 0.34% |
$15.9K - $18.5K
|
10.8K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-37- 0.7% |
$15.9K - $18.5K
|
5.25K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-38- 3.35% |
$16.3K - $19K
|
1.1K
$619K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-38- 3.91% |
$16.3K - $19K
|
935
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-38- 0.29% |
$16.3K - $19K
|
13.2K
$7.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-38- 3.21% |
$16.3K - $19K
|
1.14K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-38- 1.48% |
$16.3K - $19K
|
2.53K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-38- 0.42% |
$16.3K - $19K
|
8.99K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-39- 0.93% |
$16.8K - $19.5K
|
4.13K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-40- 7.77% |
$17.2K - $20K
|
475
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-40- 5.07% |
$17.2K - $20K
|
749
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-40- 0.7% |
$17.2K - $20K
|
5.67K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-40- 1.91% |
$17.2K - $20K
|
2.05K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-40- 0.75% |
$17.2K - $20K
|
5.29K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-40- 1.81% |
$17.2K - $20K
|
2.17K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-41- 6.88% |
$17.6K - $20.5K
|
555
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-41- 3.04% |
$17.6K - $20.5K
|
1.31K
$738K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-41- 21.58% |
$17.6K - $20.5K
|
149
$84.2K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-41- 6.57% |
$17.6K - $20.5K
|
583
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-42- 1.03% |
$18K - $21K
|
4.03K
$2.28M
|