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
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40+ 8.57% |
$19.7K - $21.4K
|
507
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40+ 11.11% |
$19.7K - $21.4K
|
400
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
40+ 1.04% |
$19.7K - $21.4K
|
3.88K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
40+ 0.53% |
$19.7K - $21.4K
|
7.58K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
40+ 1.01% |
$19.7K - $21.4K
|
3.99K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
40+ 5.1% |
$19.7K - $21.4K
|
825
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
39+ 0.12% |
$19.2K - $20.9K
|
33.2K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 5.97% |
$19.2K - $20.9K
|
692
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
39+ 3.25% |
$19.2K - $20.9K
|
1.24K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39+ 6.25% |
$19.2K - $20.9K
|
663
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38+ 0.24% |
$18.7K - $20.4K
|
15.6K
$8.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
38+ 3.42% |
$18.7K - $20.4K
|
1.15K
$650K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
38New |
$18.7K - $20.4K
|
38
$21.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
37+ 72.55% |
$18.2K - $19.8K
|
88
$49.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
37+ 0.65% |
$18.2K - $19.8K
|
5.76K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 4.93% |
$18.2K - $19.8K
|
787
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36+ 3.95% |
$17.7K - $19.3K
|
948
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
36+ 1.53% |
$17.7K - $19.3K
|
2.39K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
36+ 0.26% |
$17.7K - $19.3K
|
14K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 7.71% |
$17.7K - $19.3K
|
503
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
35+ 0.75% |
$17.2K - $18.8K
|
4.69K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 2.34% |
$17.2K - $18.8K
|
1.53K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
35+ 2.02% |
$17.2K - $18.8K
|
1.77K
$999K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
35+ 0.7% |
$17.2K - $18.8K
|
5.03K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
35+ 0.34% |
$17.2K - $18.8K
|
10.4K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 0.2% |
$17.2K - $18.8K
|
17.4K
$9.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$17.2K - $18.8K
|
35
$19.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
34+ 2.2% |
$16.7K - $18.2K
|
1.58K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
34+ 4.32% |
$16.7K - $18.2K
|
821
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
34+ 6.07% |
$16.7K - $18.2K
|
594
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
34+ 2.45% |
$16.7K - $18.2K
|
1.42K
$803K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
34New |
$16.7K - $18.2K
|
34
$19.2K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 3.98% |
$16.7K - $18.2K
|
888
$502K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
34+ 7.91% |
$16.7K - $18.2K
|
464
$262K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
33+ 0.15% |
$16.2K - $17.7K
|
21.4K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
33+ 1.15% |
$16.2K - $17.7K
|
2.9K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
33+ 1.33% |
$16.2K - $17.7K
|
2.51K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
33+ 3.3% |
$16.2K - $17.7K
|
1.03K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 57.89% |
$16.2K - $17.7K
|
90
$50.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
33+ 0.17% |
$16.2K - $17.7K
|
19.1K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 3.78% |
$16.2K - $17.7K
|
907
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
32+ 5.41% |
$15.7K - $17.2K
|
624
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 1.26% |
$15.7K - $17.2K
|
2.56K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32+ 2.81% |
$15.7K - $17.2K
|
1.17K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 0.15% |
$15.7K - $17.2K
|
20.8K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 1.37% |
$15.7K - $17.2K
|
2.37K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.7% |
$15.7K - $17.2K
|
4.64K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
31+ 0.2% |
$15.2K - $16.6K
|
15.4K
$8.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 6.87% |
$15.2K - $16.6K
|
482
$272K
|