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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
83+ 0.65% |
$40.8K - $44.5K
|
12.8K
$7.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.91% |
$40.8K - $44.5K
|
4.43K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
82+ 3.75% |
$40.3K - $44K
|
2.27K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
81+ 0.2% |
$39.8K - $43.4K
|
39.9K
$22.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
81+ 19.66% |
$39.8K - $43.4K
|
493
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
81+ 3.05% |
$39.8K - $43.4K
|
2.73K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
81+ 0.49% |
$39.8K - $43.4K
|
16.8K
$9.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
80+ 1.97% |
$39.3K - $42.9K
|
4.13K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
79+ 5.89% |
$38.8K - $42.4K
|
1.42K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
79+ 1.37% |
$38.8K - $42.4K
|
5.83K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
79+ 2.01% |
$38.8K - $42.4K
|
4.02K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
79New |
$38.8K - $42.4K
|
79
$44.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
79+ 1.87% |
$38.8K - $42.4K
|
4.3K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
79+ 6.68% |
$38.8K - $42.4K
|
1.26K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 2.91% |
$38.3K - $41.8K
|
2.76K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
78+ 4.37% |
$38.3K - $41.8K
|
1.86K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
77+ 41.85% |
$37.8K - $41.3K
|
261
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
77+ 3.18% |
$37.8K - $41.3K
|
2.5K
$1.41M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
77New |
$37.8K - $41.3K
|
77
$43.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 4.6% |
$37.3K - $40.7K
|
1.73K
$977K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
76+ 8.76% |
$37.3K - $40.7K
|
944
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
76+ 2.31% |
$37.3K - $40.7K
|
3.36K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
75+ 7.13% |
$36.8K - $40.2K
|
1.13K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
75+ 7.88% |
$36.8K - $40.2K
|
1.03K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
74+ 1.0% |
$36.4K - $39.7K
|
7.48K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
73+ 0.54% |
$35.9K - $39.1K
|
13.5K
$7.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
73+ 0.56% |
$35.9K - $39.1K
|
13K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
73New |
$35.9K - $39.1K
|
73
$41.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
72+ 0.32% |
$35.4K - $38.6K
|
22.5K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
72+ 22.09% |
$35.4K - $38.6K
|
398
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
71+ 2.96% |
$34.9K - $38.1K
|
2.47K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
71+ 4.36% |
$34.9K - $38.1K
|
1.7K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
71+ 3.65% |
$34.9K - $38.1K
|
2.02K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
70+ 8.99% |
$34.4K - $37.5K
|
849
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
69+ 0.62% |
$33.9K - $37K
|
11.1K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
69+ 1.3% |
$33.9K - $37K
|
5.36K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 1.78% |
$33.4K - $36.5K
|
3.89K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
68+ 6.14% |
$33.4K - $36.5K
|
1.18K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
68New |
$33.4K - $36.5K
|
68
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 11.8% |
$32.9K - $35.9K
|
635
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
67+ 1.3% |
$32.9K - $35.9K
|
5.22K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
67+ 14.5% |
$32.9K - $35.9K
|
529
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
67+ 8.66% |
$32.9K - $35.9K
|
841
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
67+ 0.17% |
$32.9K - $35.9K
|
39.7K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 15.68% |
$32.4K - $35.4K
|
487
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
66+ 8.73% |
$32.4K - $35.4K
|
822
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
65+ 1.65% |
$31.9K - $34.8K
|
4K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
65+ 9.19% |
$31.9K - $34.8K
|
772
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 1.76% |
$31.9K - $34.8K
|
3.75K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 2.21% |
$31.4K - $34.3K
|
2.97K
$1.68M
|