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
|
Hemington Wealth Management
|
BUY
|
- |
52+ 2.6% |
$25.5K - $27.9K
|
2.05K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
52+ 0.47% |
$25.5K - $27.9K
|
11.2K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.09% |
$25.5K - $27.9K
|
58K
$30.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 9.06% |
$25.1K - $27.3K
|
614
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 4.49% |
$25.1K - $27.3K
|
1.19K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
51+ 4.58% |
$25.1K - $27.3K
|
1.16K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
51+ 6.79% |
$25.1K - $27.3K
|
802
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 13.44% |
$24.6K - $26.8K
|
422
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
50+ 9.78% |
$24.6K - $26.8K
|
561
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
50+ 1.96% |
$24.6K - $26.8K
|
2.6K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 4.33% |
$24.6K - $26.8K
|
1.21K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.6K - $26.8K
|
50
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
50+ 9.09% |
$24.6K - $26.8K
|
600
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
50+ 0.46% |
$24.6K - $26.8K
|
11K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
49+ 0.46% |
$24.1K - $26.3K
|
10.7K
$5.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
48+ 5.39% |
$23.6K - $25.7K
|
939
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 9.47% |
$23.6K - $25.7K
|
555
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48+ 2.97% |
$23.6K - $25.7K
|
1.66K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
48+ 6.43% |
$23.6K - $25.7K
|
795
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
48+ 8.59% |
$23.6K - $25.7K
|
607
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
48+ 2.1% |
$23.6K - $25.7K
|
2.34K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.32% |
$23.1K - $25.2K
|
14.9K
$7.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 8.29% |
$23.1K - $25.2K
|
614
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
47+ 0.52% |
$23.1K - $25.2K
|
9.16K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.85% |
$23.1K - $25.2K
|
326
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
46New |
$22.6K - $24.7K
|
46
$24.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
45+ 10.59% |
$22.1K - $24.1K
|
470
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45+ 1.89% |
$22.1K - $24.1K
|
2.43K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
45New |
$22.1K - $24.1K
|
45
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 4.8% |
$22.1K - $24.1K
|
983
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 6.05% |
$22.1K - $24.1K
|
789
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
45+ 2.84% |
$22.1K - $24.1K
|
1.63K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.71% |
$22.1K - $24.1K
|
1.71K
$895K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45+ 0.06% |
$22.1K - $24.1K
|
72.2K
$37.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
44+ 0.84% |
$21.6K - $23.6K
|
5.28K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 1.6% |
$21.6K - $23.6K
|
2.79K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
44+ 8.46% |
$21.6K - $23.6K
|
564
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
44+ 6.75% |
$21.6K - $23.6K
|
696
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
43+ 1.08% |
$21.1K - $23.1K
|
4.01K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
43+ 0.34% |
$21.1K - $23.1K
|
12.5K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 15.79% |
$20.6K - $22.5K
|
308
$162K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 2.34% |
$20.1K - $22K
|
1.8K
$942K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
41+ 4.99% |
$20.1K - $22K
|
862
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
41+ 2.93% |
$20.1K - $22K
|
1.44K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
41+ 8.09% |
$20.1K - $22K
|
548
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
41+ 8.13% |
$20.1K - $22K
|
545
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 7.68% |
$20.1K - $22K
|
575
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
41+ 0.33% |
$20.1K - $22K
|
12.6K
$6.59M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
41+ 0.16% |
$20.1K - $22K
|
25.8K
$13.5M
|