Purchases and Sales Made in Q4 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.71K+ 7.36% |
$838K - $915K
|
24.9K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$837K - $914K
|
1.7K
$963K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.7KNew |
$835K - $911K
|
1.7K
$961K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 19.38% |
$833K - $909K
|
10.4K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.69KNew |
$832K - $908K
|
1.69K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.69KNew |
$828K - $903K
|
1.69K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.68K+ 3.76% |
$823K - $899K
|
46.3K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.67KNew |
$822K - $898K
|
1.67K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 3.57% |
$821K - $896K
|
48.4K
$27.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 17.58% |
$818K - $893K
|
11.1K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.66K+ 3.8% |
$814K - $888K
|
45.2K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 4.08% |
$812K - $886K
|
42.1K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.65KNew |
$810K - $884K
|
1.65K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.65K+ 1.46% |
$809K - $883K
|
114K
$64.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.64KNew |
$807K - $880K
|
1.64K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 30.76% |
$790K - $862K
|
6.84K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.6KNew |
$784K - $855K
|
1.6K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 9.63% |
$780K - $851K
|
18.1K
$10.2M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.57KNew |
$770K - $841K
|
1.57K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.65% |
$770K - $840K
|
96.6K
$54.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 15.8% |
$760K - $829K
|
11.3K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 80.48% |
$760K - $829K
|
3.47K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.54K+ 100.66% |
$755K - $824K
|
3.06K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.53K+ 20.44% |
$751K - $819K
|
9K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.52KNew |
$747K - $815K
|
1.52K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1.51KNew |
$740K - $807K
|
1.51K
$851K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.5K+ 1.14% |
$737K - $805K
|
133K
$75.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.5K+ 60.92% |
$736K - $803K
|
3.96K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 15.29% |
$734K - $802K
|
11.3K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 12.66% |
$725K - $791K
|
13.1K
$7.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.47KNew |
$724K - $790K
|
1.47K
$832K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.47KNew |
$721K - $787K
|
1.47K
$830K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.46K+ 1.82% |
$718K - $783K
|
81.7K
$46.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45K+ 18.99% |
$714K - $780K
|
9.11K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.45K+ 57.38% |
$712K - $777K
|
3.98K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.69% |
$704K - $768K
|
20.1K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42KNew |
$699K - $763K
|
1.42K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.4K+ 15.13% |
$690K - $753K
|
10.7K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.39KNew |
$682K - $744K
|
1.39K
$784K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36KNew |
$667K - $728K
|
1.36K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.35K+ 10.25% |
$662K - $722K
|
14.5K
$8.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.35K+ 19.67% |
$662K - $722K
|
8.19K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$657K - $717K
|
1.34K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.32KNew |
$648K - $707K
|
1.32K
$745K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.3KNew |
$637K - $695K
|
1.3K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.29K+ 6.25% |
$632K - $690K
|
21.9K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.29KNew |
$632K - $690K
|
1.29K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.29K+ 0.76% |
$631K - $689K
|
170K
$96.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.28K+ 1.69% |
$631K - $688K
|
77.3K
$43.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.27KNew |
$625K - $683K
|
1.27K
$719K
|