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
|
Financial Connections Group, Inc.
|
BUY
|
- |
6New |
$2.95K - $3.22K
|
6
$3.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$2.95K - $3.22K
|
1.95K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6+ 150.0% |
$2.95K - $3.22K
|
10
$5.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6+ 0.69% |
$2.95K - $3.22K
|
880
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6+ 1.24% |
$2.95K - $3.22K
|
488
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.74% |
$2.95K - $3.22K
|
815
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.29% |
$2.46K - $2.68K
|
1.71K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.23% |
$2.46K - $2.68K
|
2.22K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 0.52% |
$2.46K - $2.68K
|
966
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5New |
$2.46K - $2.68K
|
5
$2.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
5+ 0.3% |
$2.46K - $2.68K
|
1.66K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
5+ 0.39% |
$2.46K - $2.68K
|
1.28K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.22% |
$2.46K - $2.68K
|
2.28K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$2.46K - $2.68K
|
2.52K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5+ 5.75% |
$2.46K - $2.68K
|
92
$48.3K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.02% |
$2.46K - $2.68K
|
20.5K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5+ 0.1% |
$2.46K - $2.68K
|
5.24K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5+ 4.07% |
$2.46K - $2.68K
|
128
$67.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5+ 0.21% |
$2.46K - $2.68K
|
2.43K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.22% |
$1.97K - $2.14K
|
1.84K
$964K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.46% |
$1.97K - $2.14K
|
871
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.16% |
$1.97K - $2.14K
|
2.43K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.84% |
$1.97K - $2.14K
|
480
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.9% |
$1.97K - $2.14K
|
450
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 6.78% |
$1.97K - $2.14K
|
63
$33.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.76% |
$1.97K - $2.14K
|
528
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4+ 0.88% |
$1.97K - $2.14K
|
458
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.15% |
$1.97K - $2.14K
|
2.74K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4+ 0.81% |
$1.97K - $2.14K
|
499
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3+ 0.42% |
$1.47K - $1.61K
|
713
$374K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
491
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.27% |
$1.47K - $1.61K
|
1.12K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3+ 0.67% |
$1.47K - $1.61K
|
452
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.25% |
$1.47K - $1.61K
|
1.22K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.65% |
$1.47K - $1.61K
|
468
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3+ 0.5% |
$1.47K - $1.61K
|
607
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.14% |
$1.47K - $1.61K
|
2.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3+ 0.47% |
$1.47K - $1.61K
|
642
$337K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
2+ 0.14% |
$983 - $1.07K
|
1.48K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$983 - $1.07K
|
13.7K
$7.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.6% |
$983 - $1.07K
|
338
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.15% |
$983 - $1.07K
|
1.32K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.19% |
$983 - $1.07K
|
1.08K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.07% |
$983 - $1.07K
|
2.99K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.1% |
$983 - $1.07K
|
1.97K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 2.27% |
$983 - $1.07K
|
90
$47.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.59K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.46% |
$983 - $1.07K
|
441
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.54K
$808K
|