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 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
24+ 0.06% |
$11.8K - $12.9K
|
37.5K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24+ 4.44% |
$11.8K - $12.9K
|
564
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
24+ 0.12% |
$11.8K - $12.9K
|
20.2K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.59K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
23+ 1.16% |
$11.3K - $12.3K
|
2K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
23+ 2.68% |
$11.3K - $12.3K
|
880
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
23+ 1.58% |
$11.3K - $12.3K
|
1.48K
$778K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
23+ 0.46% |
$11.3K - $12.3K
|
5.02K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$11.3K - $12.3K
|
23
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
23+ 1.05% |
$11.3K - $12.3K
|
2.22K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22+ 0.68% |
$10.8K - $11.8K
|
3.24K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 3.48% |
$10.8K - $11.8K
|
655
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
22+ 5.26% |
$10.8K - $11.8K
|
440
$231K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 1.27% |
$10.3K - $11.3K
|
1.68K
$882K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
21+ 24.14% |
$10.3K - $11.3K
|
108
$56.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
21+ 1.05% |
$10.3K - $11.3K
|
2.02K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21+ 4.68% |
$10.3K - $11.3K
|
470
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 2.63% |
$10.3K - $11.3K
|
821
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 3.15% |
$10.3K - $11.3K
|
688
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21+ 1.38% |
$10.3K - $11.3K
|
1.54K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.67% |
$10.3K - $11.3K
|
1.28K
$673K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.98% |
$9.83K - $10.7K
|
2.06K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 1.37% |
$9.83K - $10.7K
|
1.48K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 1.07% |
$9.83K - $10.7K
|
1.88K
$988K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20+ 0.48% |
$9.83K - $10.7K
|
4.22K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
20+ 0.64% |
$9.83K - $10.7K
|
3.14K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$9.83K - $10.7K
|
10.5K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
20+ 0.85% |
$9.83K - $10.7K
|
2.38K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 1.13% |
$9.83K - $10.7K
|
1.79K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
20+ 0.92% |
$9.83K - $10.7K
|
2.19K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.52% |
$9.83K - $10.7K
|
3.85K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
19+ 4.17% |
$9.33K - $10.2K
|
475
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.98% |
$9.33K - $10.2K
|
1.96K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 1.84% |
$9.33K - $10.2K
|
1.05K
$551K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 7.76% |
$9.33K - $10.2K
|
264
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.61% |
$9.33K - $10.2K
|
3.14K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
19+ 1.07% |
$9.33K - $10.2K
|
1.8K
$943K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19+ 0.85% |
$9.33K - $10.2K
|
2.25K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 2.89% |
$9.33K - $10.2K
|
676
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19+ 2.3% |
$9.33K - $10.2K
|
846
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
19+ 2.65% |
$9.33K - $10.2K
|
736
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
19+ 2.13% |
$9.33K - $10.2K
|
911
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.07% |
$8.84K - $9.65K
|
24.2K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 1.53% |
$8.84K - $9.65K
|
1.2K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18+ 3.06% |
$8.84K - $9.65K
|
607
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 3.89% |
$8.84K - $9.65K
|
481
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 3.79% |
$8.84K - $9.65K
|
493
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
18+ 0.01% |
$8.84K - $9.65K
|
155K
$81.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18+ 0.18% |
$8.84K - $9.65K
|
9.96K
$5.23M
|