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
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
209+ 8.78% |
$103K - $112K
|
2.59K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
208+ 34.61% |
$102K - $112K
|
809
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
208+ 10.94% |
$102K - $112K
|
2.11K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
208+ 8.77% |
$102K - $112K
|
2.58K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
204+ 106.81% |
$100K - $109K
|
395
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
203+ 0.2% |
$99.7K - $109K
|
99.9K
$56.5M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 44.2% |
$99.2K - $108K
|
659
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
201+ 36.61% |
$98.8K - $108K
|
750
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
201+ 0.89% |
$98.8K - $108K
|
22.8K
$12.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200+ 15.08% |
$98.3K - $107K
|
1.53K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
200+ 5.74% |
$98.3K - $107K
|
3.69K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
197+ 3.56% |
$96.8K - $106K
|
5.72K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
196+ 4.84% |
$96.3K - $105K
|
4.25K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
196+ 16.13% |
$96.3K - $105K
|
1.41K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
194New |
$95.3K - $104K
|
194
$110K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
190+ 12.73% |
$93.3K - $102K
|
1.68K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
190+ 8.21% |
$93.3K - $102K
|
2.5K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
190+ 1.9% |
$93.3K - $102K
|
10.2K
$5.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
189+ 8.85% |
$92.9K - $101K
|
2.33K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
188+ 0.91% |
$92.4K - $101K
|
20.8K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
187+ 11.97% |
$91.9K - $100K
|
1.75K
$988K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
187+ 11.35% |
$91.9K - $100K
|
1.83K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
186+ 5.77% |
$91.4K - $99.7K
|
3.41K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
185+ 1.28% |
$90.9K - $99.2K
|
14.7K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
183+ 0.47% |
$89.9K - $98.1K
|
39.3K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
183+ 1.96% |
$89.9K - $98.1K
|
9.54K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
182+ 2.33% |
$89.4K - $97.6K
|
7.98K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
182New |
$89.4K - $97.6K
|
182
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 7.87% |
$88.9K - $97K
|
2.48K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
181New |
$88.9K - $97K
|
181
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
180+ 4.1% |
$88.4K - $96.5K
|
4.57K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
177+ 10.31% |
$87K - $94.9K
|
1.89K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
176+ 5.22% |
$86.5K - $94.4K
|
3.55K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176+ 0.37% |
$86.5K - $94.4K
|
47.4K
$26.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
175+ 0.63% |
$86K - $93.8K
|
28.1K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
175+ 9.28% |
$86K - $93.8K
|
2.06K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
175+ 5.15% |
$86K - $93.8K
|
3.58K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
175+ 1.21% |
$86K - $93.8K
|
14.6K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
175New |
$86K - $93.8K
|
175
$98.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
174+ 11.85% |
$85.5K - $93.3K
|
1.64K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
174+ 20.4% |
$85.5K - $93.3K
|
1.03K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.82% |
$84.5K - $92.2K
|
4.68K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
171+ 0.6% |
$84K - $91.7K
|
28.5K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
171+ 4.42% |
$84K - $91.7K
|
4.04K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
169New |
$83K - $90.6K
|
169
$95.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
168+ 3.91% |
$82.5K - $90.1K
|
4.47K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
168+ 18.42% |
$82.5K - $90.1K
|
1.08K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
168+ 6.7% |
$82.5K - $90.1K
|
2.68K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
167+ 19.46% |
$82K - $89.5K
|
1.03K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
167+ 3.44% |
$82K - $89.5K
|
5.02K
$2.84M
|