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 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
140+ 24.43% |
$68.8K - $75.1K
|
713
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
139+ 9.03% |
$68.3K - $74.5K
|
1.68K
$948K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
139New |
$68.3K - $74.5K
|
139
$78.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 2.47% |
$67.8K - $74K
|
5.72K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
137+ 11.53% |
$67.3K - $73.5K
|
1.33K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
136+ 0.46% |
$66.8K - $72.9K
|
29.6K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 1.23% |
$66.8K - $72.9K
|
11.2K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
136New |
$66.8K - $72.9K
|
136
$76.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.92% |
$66.3K - $72.4K
|
14.7K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
135+ 0.12% |
$66.3K - $72.4K
|
110K
$62.1M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
135+ 26.11% |
$66.3K - $72.4K
|
652
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
134+ 0.92% |
$65.8K - $71.8K
|
14.7K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
133+ 2.57% |
$65.3K - $71.3K
|
5.31K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
133+ 0.53% |
$65.3K - $71.3K
|
25.3K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
132+ 14.93% |
$64.9K - $70.8K
|
1.02K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132+ 2.15% |
$64.9K - $70.8K
|
6.28K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
131+ 7.25% |
$64.4K - $70.2K
|
1.94K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
129+ 3.25% |
$63.4K - $69.2K
|
4.1K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
128+ 16.41% |
$62.9K - $68.6K
|
908
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
127+ 0.8% |
$62.4K - $68.1K
|
16K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
126+ 2.36% |
$61.9K - $67.6K
|
5.47K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
126+ 1.02% |
$61.9K - $67.6K
|
12.4K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
125+ 1.6% |
$61.4K - $67K
|
7.93K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
125+ 6.47% |
$61.4K - $67K
|
2.06K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
124+ 5.63% |
$60.9K - $66.5K
|
2.33K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
122+ 2.23% |
$59.9K - $65.4K
|
5.59K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
120+ 0.73% |
$59K - $64.3K
|
16.5K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
120+ 12.18% |
$59K - $64.3K
|
1.11K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
120New |
$59K - $64.3K
|
120
$67.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118+ 1.81% |
$58K - $63.3K
|
6.63K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
117+ 0.39% |
$57.5K - $62.7K
|
30.1K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
116+ 8.26% |
$57K - $62.2K
|
1.52K
$859K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 2.26% |
$57K - $62.2K
|
5.26K
$2.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
115+ 4.02% |
$56.5K - $61.7K
|
2.98K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
115+ 12.95% |
$56.5K - $61.7K
|
1K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
115+ 0.79% |
$56.5K - $61.7K
|
14.6K
$8.26M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
115New |
$56.5K - $61.7K
|
115
$65K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 9.54% |
$55.5K - $60.6K
|
1.3K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 8.62% |
$55K - $60K
|
1.41K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
111+ 10.34% |
$54.5K - $59.5K
|
1.18K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
110+ 6.01% |
$54K - $59K
|
1.94K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
110+ 11.18% |
$54K - $59K
|
1.09K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
109+ 9.38% |
$53.6K - $58.4K
|
1.27K
$718K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
109+ 1.55% |
$53.6K - $58.4K
|
7.13K
$4.03M
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
108+ 1.04% |
$53.1K - $57.9K
|
10.5K
$5.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
107+ 12.6% |
$52.6K - $57.4K
|
956
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
107+ 0.44% |
$52.6K - $57.4K
|
24.5K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
107+ 8.99% |
$52.6K - $57.4K
|
1.3K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
107+ 0.33% |
$52.6K - $57.4K
|
32.4K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
107+ 0.39% |
$52.6K - $57.4K
|
27.7K
$15.6M
|