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 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
167+ 8.24% |
$82K - $89.5K
|
2.19K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
166+ 3.49% |
$81.6K - $89K
|
4.92K
$2.78M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
166+ 9.66% |
$81.6K - $89K
|
1.88K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
165+ 31.49% |
$81.1K - $88.5K
|
689
$389K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
164+ 1.69% |
$80.6K - $87.9K
|
9.9K
$5.59M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
164+ 5.53% |
$80.6K - $87.9K
|
3.13K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
163+ 2.82% |
$80.1K - $87.4K
|
5.94K
$3.36M
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
161+ 32.86% |
$79.1K - $86.3K
|
651
$368K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
160+ 5.55% |
$78.6K - $85.8K
|
3.05K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
160+ 20.62% |
$78.6K - $85.8K
|
936
$529K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
160+ 12.09% |
$78.6K - $85.8K
|
1.48K
$838K
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
159+ 10.41% |
$78.1K - $85.2K
|
1.69K
$953K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
159+ 0.12% |
$78.1K - $85.2K
|
134K
$75.8M
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
158+ 1.47% |
$77.6K - $84.7K
|
10.9K
$6.18M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
157+ 1.1% |
$77.1K - $84.2K
|
14.5K
$8.18M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
157+ 7.24% |
$77.1K - $84.2K
|
2.33K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
157+ 9.56% |
$77.1K - $84.2K
|
1.8K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
155+ 5.04% |
$76.2K - $83.1K
|
3.23K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
155+ 1.06% |
$76.2K - $83.1K
|
14.8K
$8.37M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
154+ 3.93% |
$75.7K - $82.6K
|
4.07K
$2.3M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
153+ 1.9% |
$75.2K - $82K
|
8.21K
$4.64M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
153+ 12.27% |
$75.2K - $82K
|
1.4K
$791K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
153+ 2.79% |
$75.2K - $82K
|
5.64K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
153+ 11.86% |
$75.2K - $82K
|
1.44K
$815K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
152+ 2.75% |
$74.7K - $81.5K
|
5.67K
$3.21M
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
152+ 3.0% |
$74.7K - $81.5K
|
5.22K
$2.95M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
151+ 4.21% |
$74.2K - $81K
|
3.74K
$2.11M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
151+ 2.12% |
$74.2K - $81K
|
7.29K
$4.12M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151+ 0.49% |
$74.2K - $81K
|
31.1K
$17.6M
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
151+ 1.29% |
$74.2K - $81K
|
11.8K
$6.68M
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
151+ 0.04% |
$74.2K - $81K
|
378K
$213M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
151+ 0.36% |
$74.2K - $81K
|
41.5K
$23.5M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
150+ 10.3% |
$73.7K - $80.4K
|
1.61K
$908K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
150+ 1.77% |
$73.7K - $80.4K
|
8.65K
$4.89M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
150+ 1.15% |
$73.7K - $80.4K
|
13.2K
$7.45M
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
150+ 12.0% |
$73.7K - $80.4K
|
1.4K
$791K
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
150+ 2.47% |
$73.7K - $80.4K
|
6.21K
$3.51M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
149+ 15.01% |
$73.2K - $79.9K
|
1.14K
$645K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
148+ 3.04% |
$72.7K - $79.4K
|
5.01K
$2.83M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
148+ 0.58% |
$72.7K - $79.4K
|
25.7K
$14.5M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
147+ 3.48% |
$72.2K - $78.8K
|
4.37K
$2.47M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
146+ 2.5% |
$71.7K - $78.3K
|
5.98K
$3.38M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
145+ 26.65% |
$71.2K - $77.7K
|
689
$389K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
145New |
$71.2K - $77.7K
|
145
$81.9K
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
144+ 4.93% |
$70.7K - $77.2K
|
3.06K
$1.73M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
144New |
$70.7K - $77.2K
|
144
$81.4K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
144+ 8.07% |
$70.7K - $77.2K
|
1.93K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
143+ 1.66% |
$70.3K - $76.7K
|
8.73K
$4.94M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
142+ 12.12% |
$69.8K - $76.1K
|
1.31K
$743K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
141+ 3.4% |
$69.3K - $75.6K
|
4.29K
$2.43M
|