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 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
106+ 0.28% |
$52.1K - $56.8K
|
38K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
106+ 2.57% |
$52.1K - $56.8K
|
4.23K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
105+ 4.28% |
$51.6K - $56.3K
|
2.56K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 2.63% |
$51.1K - $55.8K
|
4.06K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
104New |
$51.1K - $55.8K
|
104
$58.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
103+ 3.6% |
$50.6K - $55.2K
|
2.97K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
103+ 5.99% |
$50.6K - $55.2K
|
1.82K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
101+ 15.83% |
$49.6K - $54.2K
|
739
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
100+ 0.1% |
$49.1K - $53.6K
|
97.3K
$55M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
100+ 8.35% |
$49.1K - $53.6K
|
1.3K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
100+ 7.4% |
$49.1K - $53.6K
|
1.45K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
100New |
$49.1K - $53.6K
|
100
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
99+ 1.35% |
$48.6K - $53.1K
|
7.44K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
98+ 3.4% |
$48.1K - $52.5K
|
2.98K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
98+ 0.91% |
$48.1K - $52.5K
|
10.9K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
98+ 2.48% |
$48.1K - $52.5K
|
4.05K
$2.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
98New |
$48.1K - $52.5K
|
98
$55.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
97+ 11.86% |
$47.7K - $52K
|
915
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
95+ 11.45% |
$46.7K - $50.9K
|
925
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
95+ 12.35% |
$46.7K - $50.9K
|
864
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
95+ 8.54% |
$46.7K - $50.9K
|
1.21K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
95+ 2.99% |
$46.7K - $50.9K
|
3.27K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
95+ 215.91% |
$46.7K - $50.9K
|
139
$78.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
95+ 0.72% |
$46.7K - $50.9K
|
13.2K
$7.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
95+ 9.69% |
$46.7K - $50.9K
|
1.08K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
95+ 1.09% |
$46.7K - $50.9K
|
8.83K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
94+ 0.81% |
$46.2K - $50.4K
|
11.7K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
94+ 1.31% |
$46.2K - $50.4K
|
7.26K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
94+ 2.06% |
$46.2K - $50.4K
|
4.65K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$46.2K - $50.4K
|
94
$53.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
93+ 5.68% |
$45.7K - $49.9K
|
1.73K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
93+ 10.79% |
$45.7K - $49.9K
|
955
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
91+ 15.64% |
$44.7K - $48.8K
|
673
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
90+ 12.4% |
$44.2K - $48.3K
|
816
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
90+ 19.57% |
$44.2K - $48.3K
|
550
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
90+ 1.61% |
$44.2K - $48.3K
|
5.68K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
89+ 5.42% |
$43.7K - $47.7K
|
1.73K
$978K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
89+ 6.51% |
$43.7K - $47.7K
|
1.46K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
89+ 0.12% |
$43.7K - $47.7K
|
77.2K
$43.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
89+ 0.94% |
$43.7K - $47.7K
|
9.57K
$5.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
87+ 6.11% |
$42.7K - $46.6K
|
1.51K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
86+ 2.67% |
$42.3K - $46.1K
|
3.31K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
86+ 5.22% |
$42.3K - $46.1K
|
1.73K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
85+ 3.38% |
$41.8K - $45.6K
|
2.6K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 8.19% |
$41.8K - $45.6K
|
1.12K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
85+ 15.6% |
$41.8K - $45.6K
|
630
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 8.38% |
$41.3K - $45K
|
1.09K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
84+ 16.06% |
$41.3K - $45K
|
607
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
84+ 0.75% |
$41.3K - $45K
|
11.3K
$6.37M
|