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 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
283+ 4.43% |
$139K - $152K
|
6.67K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
280+ 1.66% |
$138K - $150K
|
17.2K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
280+ 3.42% |
$138K - $150K
|
8.46K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
279+ 47.37% |
$137K - $150K
|
868
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
276+ 36.13% |
$136K - $148K
|
1.04K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
274+ 6.26% |
$135K - $147K
|
4.65K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
274+ 10.5% |
$135K - $147K
|
2.88K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
272+ 11.02% |
$134K - $146K
|
2.74K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
272+ 8.42% |
$134K - $146K
|
3.5K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
271+ 1.66% |
$133K - $145K
|
16.6K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
270New |
$133K - $145K
|
270
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
270New |
$133K - $145K
|
270
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
269New |
$132K - $144K
|
269
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
263+ 22.16% |
$129K - $141K
|
1.45K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
263+ 2.61% |
$129K - $141K
|
10.4K
$5.51M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
262+ 6.43% |
$129K - $140K
|
4.34K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
262+ 3.49% |
$129K - $140K
|
7.77K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
261New |
$128K - $140K
|
261
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
259+ 7.37% |
$127K - $139K
|
3.78K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
258+ 0.42% |
$127K - $138K
|
61.4K
$32.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
256+ 3.38% |
$126K - $137K
|
7.83K
$4.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
255+ 2.49% |
$125K - $137K
|
10.5K
$5.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
255+ 40.28% |
$125K - $137K
|
888
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
253+ 28.82% |
$124K - $136K
|
1.13K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
251+ 35.25% |
$123K - $135K
|
963
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
250+ 0.1% |
$123K - $134K
|
246K
$131M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
249+ 1.93% |
$122K - $134K
|
13.1K
$6.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
249+ 1.32% |
$122K - $134K
|
19.1K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
249+ 10.29% |
$122K - $134K
|
2.67K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248+ 5.74% |
$122K - $133K
|
4.57K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
248+ 1.56% |
$122K - $133K
|
16.2K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
247+ 12.22% |
$121K - $132K
|
2.27K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
247+ 12.59% |
$121K - $132K
|
2.21K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
246+ 11.89% |
$121K - $132K
|
2.32K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
244+ 20.54% |
$120K - $131K
|
1.43K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
243+ 0.35% |
$119K - $130K
|
70.3K
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
242+ 21.04% |
$119K - $130K
|
1.39K
$741K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
242+ 5.23% |
$119K - $130K
|
4.87K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
240+ 1.24% |
$118K - $129K
|
19.7K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
239+ 17.13% |
$117K - $128K
|
1.63K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
234+ 2.31% |
$115K - $125K
|
10.4K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
232New |
$114K - $124K
|
232
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
228+ 0.55% |
$112K - $122K
|
42K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
227+ 0.57% |
$112K - $122K
|
40K
$21.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 41.36% |
$111K - $121K
|
769
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
225New |
$111K - $121K
|
225
$120K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 21.07% |
$108K - $118K
|
1.26K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
219New |
$108K - $117K
|
219
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
217+ 4.38% |
$107K - $116K
|
5.17K
$2.75M
|