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 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32+ 2.81% |
$15.7K - $17.2K
|
1.17K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 0.15% |
$15.7K - $17.2K
|
20.8K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 1.37% |
$15.7K - $17.2K
|
2.37K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.7% |
$15.7K - $17.2K
|
4.64K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
31+ 0.2% |
$15.2K - $16.6K
|
15.4K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 6.87% |
$15.2K - $16.6K
|
482
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
31+ 5.96% |
$15.2K - $16.6K
|
551
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31+ 5.03% |
$15.2K - $16.6K
|
647
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
31+ 0.44% |
$15.2K - $16.6K
|
7.03K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
31+ 1.72% |
$15.2K - $16.6K
|
1.83K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31+ 1.34% |
$15.2K - $16.6K
|
2.34K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30+ 17.65% |
$14.7K - $16.1K
|
200
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30+ 4.96% |
$14.7K - $16.1K
|
635
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
$14.7K - $16.1K
|
30
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30+ 1.11% |
$14.7K - $16.1K
|
2.73K
$1.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
30+ 4.64% |
$14.7K - $16.1K
|
677
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
29+ 0.42% |
$14.2K - $15.5K
|
6.97K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29+ 3.65% |
$14.2K - $15.5K
|
824
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29+ 0.33% |
$14.2K - $15.5K
|
8.8K
$4.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
29+ 2.25% |
$14.2K - $15.5K
|
1.32K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
29+ 2.61% |
$14.2K - $15.5K
|
1.14K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
29+ 0.48% |
$14.2K - $15.5K
|
6.13K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
29+ 2.83% |
$14.2K - $15.5K
|
1.05K
$552K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28+ 0.7% |
$13.8K - $15K
|
4.01K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 0.8% |
$13.8K - $15K
|
3.54K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 5.48% |
$13.8K - $15K
|
539
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 6.9% |
$13.8K - $15K
|
434
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27+ 4.6% |
$13.3K - $14.5K
|
614
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$13.3K - $14.5K
|
9.26K
$4.86M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
27New |
$13.3K - $14.5K
|
27
$14.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
26+ 0.81% |
$12.8K - $13.9K
|
3.26K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.95% |
$12.8K - $13.9K
|
2.76K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
26+ 2.75% |
$12.8K - $13.9K
|
971
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
26+ 1.85% |
$12.8K - $13.9K
|
1.43K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
26+ 0.84% |
$12.8K - $13.9K
|
3.12K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26+ 3.87% |
$12.8K - $13.9K
|
698
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.82K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.69% |
$12.3K - $13.4K
|
955
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 2.55% |
$12.3K - $13.4K
|
1K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.4% |
$12.3K - $13.4K
|
6.25K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
25+ 5.76% |
$12.3K - $13.4K
|
459
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 1.07% |
$12.3K - $13.4K
|
2.35K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25+ 3.31% |
$12.3K - $13.4K
|
781
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.84K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 1.13% |
$12.3K - $13.4K
|
2.24K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 62.5% |
$12.3K - $13.4K
|
65
$34.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25+ 21.01% |
$12.3K - $13.4K
|
144
$75.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 4.77% |
$12.3K - $13.4K
|
549
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
24+ 3.24% |
$11.8K - $12.9K
|
765
$401K
|