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
|
Sanders Morris Harris LLC
|
BUY
|
- |
10+ 0.21% |
$4.91K - $5.36K
|
4.7K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10+ 0.01% |
$4.91K - $5.36K
|
91.1K
$47.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 0.13% |
$4.91K - $5.36K
|
7.74K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10+ 2.16% |
$4.91K - $5.36K
|
474
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.91K - $5.36K
|
4.36K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 1.19% |
$4.91K - $5.36K
|
851
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10+ 0.79% |
$4.91K - $5.36K
|
1.27K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 1.98% |
$4.91K - $5.36K
|
516
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.73% |
$4.91K - $5.36K
|
1.37K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 7.69% |
$4.91K - $5.36K
|
140
$73.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.48% |
$4.91K - $5.36K
|
2.08K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.56% |
$4.91K - $5.36K
|
1.8K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10+ 1.21% |
$4.91K - $5.36K
|
835
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.19% |
$4.91K - $5.36K
|
5.3K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 1.01% |
$4.91K - $5.36K
|
1.01K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.03% |
$4.91K - $5.36K
|
34.8K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 1.21% |
$4.91K - $5.36K
|
837
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.11% |
$4.91K - $5.36K
|
8.71K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10+ 2.12% |
$4.91K - $5.36K
|
481
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.47% |
$4.91K - $5.36K
|
2.13K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.25K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$4.91K - $5.36K
|
10
$5.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
10+ 0.98% |
$4.91K - $5.36K
|
1.03K
$540K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10+ 2.12% |
$4.91K - $5.36K
|
481
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
9+ 0.1% |
$4.42K - $4.83K
|
8.63K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9+ 0.41% |
$4.42K - $4.83K
|
2.19K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
9+ 0.84% |
$4.42K - $4.83K
|
1.09K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.92% |
$4.42K - $4.83K
|
983
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9+ 0.69% |
$4.42K - $4.83K
|
1.32K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9+ 1.61% |
$4.42K - $4.83K
|
569
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$4.42K - $4.83K
|
9
$4.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9+ 1.17% |
$4.42K - $4.83K
|
778
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.27% |
$3.93K - $4.29K
|
2.94K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 2.37% |
$3.93K - $4.29K
|
345
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8+ 0.97% |
$3.93K - $4.29K
|
835
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.08% |
$3.93K - $4.29K
|
10.4K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8+ 0.08% |
$3.93K - $4.29K
|
9.88K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 2.17% |
$3.44K - $3.75K
|
329
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 1.39% |
$3.44K - $3.75K
|
511
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7+ 0.87% |
$3.44K - $3.75K
|
808
$424K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7+ 0.07% |
$3.44K - $3.75K
|
10.7K
$5.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.51% |
$3.44K - $3.75K
|
1.39K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7+ 0.3% |
$3.44K - $3.75K
|
2.34K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
7+ 1.23% |
$3.44K - $3.75K
|
578
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.3% |
$3.44K - $3.75K
|
2.31K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7New |
$3.44K - $3.75K
|
7
$3.67K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.42% |
$3.44K - $3.75K
|
1.69K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 85.71% |
$2.95K - $3.22K
|
13
$6.82K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6+ 0.78% |
$2.95K - $3.22K
|
772
$405K
|