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 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
559+ 23.44% |
$275K - $300K
|
2.94K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
558New |
$274K - $299K
|
558
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
552+ 3.63% |
$271K - $296K
|
15.8K
$8.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
552+ 18.54% |
$271K - $296K
|
3.53K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
550+ 10.87% |
$270K - $295K
|
5.61K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
550+ 1100.0% |
$270K - $295K
|
600
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
550+ 1.48% |
$270K - $295K
|
37.7K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
549+ 5.34% |
$270K - $294K
|
10.8K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
548+ 15.6% |
$269K - $294K
|
4.06K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
545New |
$268K - $292K
|
545
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
544+ 3.64% |
$267K - $292K
|
15.5K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
544+ 5.31% |
$267K - $292K
|
10.8K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
535New |
$263K - $287K
|
535
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
535+ 3.35% |
$263K - $287K
|
16.5K
$8.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
534New |
$262K - $286K
|
534
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
534New |
$262K - $286K
|
534
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
526+ 6.37% |
$258K - $282K
|
8.78K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
526+ 7.92% |
$258K - $282K
|
7.17K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
525+ 0.33% |
$258K - $281K
|
159K
$83.8M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
522+ 13.65% |
$256K - $280K
|
4.35K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
522+ 389.55% |
$256K - $280K
|
656
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
521New |
$256K - $279K
|
521
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
521New |
$256K - $279K
|
521
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
520+ 42.24% |
$255K - $279K
|
1.75K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
517+ 3.44% |
$254K - $277K
|
15.6K
$8.18M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
517+ 8.35% |
$254K - $277K
|
6.71K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
515+ 0.68% |
$253K - $276K
|
76.5K
$40.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
515New |
$253K - $276K
|
515
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
515+ 3.42% |
$253K - $276K
|
15.6K
$8.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
513+ 9.23% |
$252K - $275K
|
6.07K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
512New |
$252K - $275K
|
512
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
510New |
$251K - $273K
|
510
$268K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
509+ 20.93% |
$250K - $273K
|
2.94K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
507New |
$249K - $272K
|
507
$267K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
506New |
$249K - $271K
|
506
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
501New |
$246K - $269K
|
501
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
501+ 2.37% |
$246K - $269K
|
21.6K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
501+ 4.11% |
$246K - $269K
|
12.7K
$6.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
500+ 0.28% |
$246K - $268K
|
180K
$94.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500+ 1.05% |
$246K - $268K
|
48.1K
$25.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
498+ 0.83% |
$245K - $267K
|
60.6K
$31.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
494+ 8.09% |
$243K - $265K
|
6.6K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
494New |
$243K - $265K
|
494
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
494+ 4.61% |
$243K - $265K
|
11.2K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
490New |
$241K - $263K
|
490
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
486+ 14.07% |
$239K - $261K
|
3.94K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
484+ 0.98% |
$238K - $259K
|
50.1K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
484New |
$238K - $259K
|
484
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
483New |
$237K - $259K
|
483
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
483+ 4.25% |
$237K - $259K
|
11.8K
$6.23M
|