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 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
349+ 10.31% |
$171K - $187K
|
3.73K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
349+ 10.35% |
$171K - $187K
|
3.72K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
347+ 2.32% |
$170K - $186K
|
15.3K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 15.1% |
$169K - $184K
|
2.62K
$1.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
343+ 38.32% |
$169K - $184K
|
1.24K
$653K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
343New |
$169K - $184K
|
343
$181K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
341+ 3.58% |
$168K - $183K
|
9.87K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
335+ 2.16% |
$165K - $180K
|
15.8K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
334+ 7.29% |
$164K - $179K
|
4.92K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
329New |
$162K - $176K
|
329
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
326New |
$160K - $175K
|
326
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
324+ 3.11% |
$159K - $174K
|
10.8K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
323+ 5.25% |
$159K - $173K
|
6.47K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
321+ 29.37% |
$158K - $172K
|
1.41K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
320+ 19.16% |
$157K - $172K
|
1.99K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
318+ 50.48% |
$156K - $170K
|
948
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
317+ 224.82% |
$156K - $170K
|
458
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
316+ 69.45% |
$155K - $169K
|
771
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
314+ 9.22% |
$154K - $168K
|
3.72K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
314+ 38.62% |
$154K - $168K
|
1.13K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
310+ 4.03% |
$152K - $166K
|
7.99K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
309+ 1.87% |
$152K - $166K
|
16.9K
$8.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
308+ 38.55% |
$151K - $165K
|
1.11K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
307+ 4.88% |
$151K - $165K
|
6.59K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
307+ 0.49% |
$151K - $165K
|
63.3K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
307+ 3.52% |
$151K - $165K
|
9.03K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
306+ 6.82% |
$150K - $164K
|
4.8K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
305+ 43.32% |
$150K - $164K
|
1.01K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
304+ 11.93% |
$149K - $163K
|
2.85K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
303New |
$149K - $162K
|
303
$160K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
303+ 5.38% |
$149K - $162K
|
5.94K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
302+ 1.97% |
$148K - $162K
|
15.7K
$8.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
300+ 25.55% |
$147K - $161K
|
1.47K
$778K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
300+ 21.43% |
$147K - $161K
|
1.7K
$897K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 20.01% |
$147K - $161K
|
1.8K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 1.67% |
$147K - $161K
|
18.2K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 0.97% |
$147K - $161K
|
31.1K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 7.55% |
$147K - $161K
|
4.27K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
298+ 13.98% |
$146K - $160K
|
2.43K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
297+ 62.79% |
$146K - $159K
|
770
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
296+ 42.65% |
$145K - $159K
|
990
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
292+ 62.8% |
$143K - $157K
|
757
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
290+ 6.25% |
$142K - $155K
|
4.93K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
290+ 0.3% |
$142K - $155K
|
97.9K
$51.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
289+ 5.27% |
$142K - $155K
|
5.78K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
287+ 0.59% |
$141K - $154K
|
49.1K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
286+ 4.52% |
$141K - $153K
|
6.61K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
286+ 6.39% |
$141K - $153K
|
4.76K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
285+ 2.44% |
$140K - $153K
|
12K
$6.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
285+ 5.97% |
$140K - $153K
|
5.06K
$2.67M
|