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 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 7.8% |
$8.35K - $9.11K
|
235
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
17+ 2.62% |
$8.35K - $9.11K
|
665
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 1.48% |
$8.35K - $9.11K
|
1.17K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
17+ 0.33% |
$8.35K - $9.11K
|
5.19K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
17New |
$8.35K - $9.11K
|
17
$8.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
17+ 1.74% |
$8.35K - $9.11K
|
993
$521K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
17+ 0.51% |
$8.35K - $9.11K
|
3.35K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
16+ 2.14% |
$7.86K - $8.58K
|
765
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.08% |
$7.86K - $8.58K
|
19.6K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.42% |
$7.86K - $8.58K
|
1.14K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
16+ 3.09% |
$7.86K - $8.58K
|
533
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
16+ 0.74% |
$7.86K - $8.58K
|
2.18K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16+ 100.0% |
$7.86K - $8.58K
|
32
$16.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.44% |
$7.37K - $8.04K
|
1.06K
$556K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 2.16% |
$7.37K - $8.04K
|
710
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.08% |
$7.37K - $8.04K
|
18.7K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15+ 2.07% |
$7.37K - $8.04K
|
738
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
15+ 0.23% |
$7.37K - $8.04K
|
6.65K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 3.22% |
$7.37K - $8.04K
|
481
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
15+ 2.28% |
$7.37K - $8.04K
|
674
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 2.72% |
$7.37K - $8.04K
|
566
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.15% |
$7.37K - $8.04K
|
10.2K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
15+ 0.73% |
$7.37K - $8.04K
|
2.07K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.37% |
$7.37K - $8.04K
|
4.12K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15+ 3.32% |
$7.37K - $8.04K
|
467
$245K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.94% |
$6.88K - $7.51K
|
1.5K
$785K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.65% |
$6.88K - $7.51K
|
2.15K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 1.16% |
$6.88K - $7.51K
|
1.22K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
14+ 0.25% |
$6.88K - $7.51K
|
5.69K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
14+ 0.11% |
$6.88K - $7.51K
|
12.9K
$6.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.74% |
$6.39K - $6.97K
|
760
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13+ 1.1% |
$6.39K - $6.97K
|
1.19K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13+ 1.23% |
$6.39K - $6.97K
|
1.07K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
13+ 1.39% |
$6.39K - $6.97K
|
945
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
13+ 0.65% |
$6.39K - $6.97K
|
2.01K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12+ 2.23% |
$5.9K - $6.43K
|
551
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
12+ 1.06% |
$5.9K - $6.43K
|
1.14K
$599K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
12+ 0.52% |
$5.9K - $6.43K
|
2.34K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 2.61% |
$5.9K - $6.43K
|
471
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 1.27% |
$5.9K - $6.43K
|
958
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 1.08% |
$5.9K - $6.43K
|
1.13K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 1.02% |
$5.9K - $6.43K
|
1.19K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12+ 1.45% |
$5.9K - $6.43K
|
837
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 0.27% |
$5.9K - $6.43K
|
4.42K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
11+ 0.16% |
$5.4K - $5.9K
|
6.89K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
11+ 0.77% |
$5.4K - $5.9K
|
1.44K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 57.89% |
$5.4K - $5.9K
|
30
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11+ 2.25% |
$5.4K - $5.9K
|
499
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11+ 1.6% |
$5.4K - $5.9K
|
700
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
11New |
$5.4K - $5.9K
|
11
$5.77K
|