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 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
67+ 8.66% |
$32.9K - $35.9K
|
841
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
67+ 0.17% |
$32.9K - $35.9K
|
39.7K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 15.68% |
$32.4K - $35.4K
|
487
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
66+ 8.73% |
$32.4K - $35.4K
|
822
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
65+ 1.65% |
$31.9K - $34.8K
|
4K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
65+ 9.19% |
$31.9K - $34.8K
|
772
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 1.76% |
$31.9K - $34.8K
|
3.75K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 2.21% |
$31.4K - $34.3K
|
2.97K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
64+ 6.11% |
$31.4K - $34.3K
|
1.11K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64+ 4.13% |
$31.4K - $34.3K
|
1.62K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
64New |
$31.4K - $34.3K
|
64
$33.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
63+ 2.91% |
$31K - $33.8K
|
2.23K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
63+ 1.45% |
$31K - $33.8K
|
4.4K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
63+ 5.22% |
$31K - $33.8K
|
1.27K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
62+ 4.86% |
$30.5K - $33.2K
|
1.34K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
62+ 6.51% |
$30.5K - $33.2K
|
1.01K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
62New |
$30.5K - $33.2K
|
62
$32.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
61+ 7.97% |
$30K - $32.7K
|
826
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
61+ 1.27% |
$30K - $32.7K
|
4.86K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
61New |
$30K - $32.7K
|
61
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
61+ 3.45% |
$30K - $32.7K
|
1.83K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 3.55% |
$30K - $32.7K
|
1.78K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 0.51% |
$29.5K - $32.2K
|
11.7K
$6.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$29.5K - $32.2K
|
60
$31.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.3% |
$29K - $31.6K
|
4.59K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
59+ 0.29% |
$29K - $31.6K
|
20.2K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 11.15% |
$29K - $31.6K
|
588
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
58+ 3.46% |
$28.5K - $31.1K
|
1.74K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
58+ 15.18% |
$28.5K - $31.1K
|
440
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
58+ 483.33% |
$28.5K - $31.1K
|
70
$36.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
58+ 0.35% |
$28.5K - $31.1K
|
16.5K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
58New |
$28.5K - $31.1K
|
58
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
57+ 7.43% |
$28K - $30.6K
|
824
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
57+ 0.03% |
$28K - $30.6K
|
203K
$107M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
56+ 2.02% |
$27.5K - $30K
|
2.82K
$1.48M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
56+ 9.29% |
$27.5K - $30K
|
659
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
55+ 9.53% |
$27K - $29.5K
|
632
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
55+ 7.0% |
$27K - $29.5K
|
841
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55+ 1.3% |
$27K - $29.5K
|
4.28K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
55+ 4.04% |
$27K - $29.5K
|
1.42K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
55+ 2.46% |
$27K - $29.5K
|
2.29K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
54+ 1.76% |
$26.5K - $29K
|
3.13K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
54+ 1.15% |
$26.5K - $29K
|
4.74K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
54+ 1.72% |
$26.5K - $29K
|
3.19K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
54+ 12.56% |
$26.5K - $29K
|
484
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
53+ 4.42% |
$26K - $28.4K
|
1.25K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
53+ 10.56% |
$26K - $28.4K
|
555
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.79% |
$26K - $28.4K
|
6.75K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
53+ 6.83% |
$26K - $28.4K
|
829
$435K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
52+ 6.67% |
$25.5K - $27.9K
|
832
$437K
|