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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
861New |
$423K - $462K
|
861
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
860+ 123.92% |
$423K - $461K
|
1.55K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
860+ 0.79% |
$423K - $461K
|
110K
$57.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
855+ 9.49% |
$420K - $458K
|
9.86K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
854+ 8.98% |
$420K - $458K
|
10.4K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
848New |
$417K - $455K
|
848
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
841+ 4.53% |
$413K - $451K
|
19.4K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
841+ 3.97% |
$413K - $451K
|
22K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
837+ 2.02% |
$411K - $449K
|
42.2K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
835New |
$410K - $448K
|
835
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
833+ 18.18% |
$409K - $447K
|
5.42K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
831+ 1.45% |
$408K - $446K
|
58.2K
$30.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
829New |
$407K - $444K
|
829
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
829+ 11.87% |
$407K - $444K
|
7.81K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
821+ 17.11% |
$403K - $440K
|
5.62K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
820+ 22.93% |
$403K - $440K
|
4.4K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
816New |
$401K - $437K
|
816
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
812New |
$399K - $435K
|
812
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
809New |
$397K - $434K
|
809
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
807+ 18.76% |
$396K - $433K
|
5.11K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
806+ 6.21% |
$396K - $432K
|
13.8K
$7.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
800New |
$393K - $429K
|
800
$421K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
800+ 163.93% |
$393K - $429K
|
1.29K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
797+ 6.85% |
$392K - $427K
|
12.4K
$6.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
797New |
$392K - $427K
|
797
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
788+ 8.67% |
$387K - $422K
|
9.88K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
787+ 73.07% |
$387K - $422K
|
1.86K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
785New |
$386K - $421K
|
785
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
783+ 68.38% |
$385K - $420K
|
1.93K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
779New |
$383K - $418K
|
779
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
777+ 2.46% |
$382K - $417K
|
32.3K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
774+ 0.43% |
$380K - $415K
|
180K
$94.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
763+ 0.1% |
$375K - $409K
|
803K
$422M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
759New |
$373K - $407K
|
759
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
754+ 36.43% |
$370K - $404K
|
2.82K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
753+ 73.18% |
$370K - $404K
|
1.78K
$937K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
751New |
$369K - $403K
|
751
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
747+ 6.58% |
$367K - $401K
|
12.1K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
742New |
$365K - $398K
|
742
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
741+ 0.08% |
$364K - $397K
|
913K
$480M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
736+ 8.12% |
$362K - $395K
|
9.8K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
733+ 0.91% |
$360K - $393K
|
81.4K
$42.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
730New |
$359K - $391K
|
730
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
730+ 94.44% |
$359K - $391K
|
1.5K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
729+ 2.85% |
$358K - $391K
|
26.3K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
725New |
$356K - $389K
|
725
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
722+ 4.57% |
$355K - $387K
|
16.5K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
721+ 0.55% |
$354K - $387K
|
131K
$68.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
715New |
$351K - $383K
|
715
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
709New |
$348K - $380K
|
709
$373K
|