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 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.3% |
$983 - $1.07K
|
661
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.04% |
$983 - $1.07K
|
4.78K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 0.26% |
$983 - $1.07K
|
772
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.13% |
$983 - $1.07K
|
1.51K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2+ 0.35% |
$983 - $1.07K
|
574
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.09% |
$983 - $1.07K
|
2.26K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$983 - $1.07K
|
5.03K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2+ 0.05% |
$983 - $1.07K
|
3.74K
$1.96M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.02% |
$983 - $1.07K
|
11.7K
$6.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
972
$510K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.09% |
$491 - $536
|
1.07K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.41K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.13% |
$491 - $536
|
800
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.06% |
$491 - $536
|
1.66K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.36K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
1.03K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.18% |
$491 - $536
|
563
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.16% |
$491 - $536
|
608
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.55% |
$491 - $536
|
183
$96K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$491 - $536
|
404
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.06% |
$491 - $536
|
1.69K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.09% |
$491 - $536
|
1.12K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.23% |
$491 - $536
|
441
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1+ 0.22% |
$491 - $536
|
466
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
1.02K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.3% |
$491 - $536
|
336
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1+ 0.1% |
$491 - $536
|
973
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$491 - $536
|
2.88K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$491 - $536
|
893
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$491 - $536
|
6.72K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.08% |
$491 - $536
|
1.3K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1+ 0.05% |
$491 - $536
|
1.95K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.08% |
$491 - $536
|
1.22K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.08% |
$491 - $536
|
1.31K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.74% |
$491 - $536
|
136
$71.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.19% |
$491 - $536
|
534
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$491 - $536
|
68.9K
$36.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.11% |
$491 - $536
|
877
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.85% |
$491 - $536
|
117
$61.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.11% |
$491 - $536
|
945
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$491 - $536
|
1
$525
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.06% |
$491 - $536
|
1.69K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1- 0.16% |
$491 - $536
|
628
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.07% |
$983 - $1.07K
|
2.83K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 22.22% |
$983 - $1.07K
|
7
$3.67K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-2- 0.04% |
$983 - $1.07K
|
5.18K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2- 0.23% |
$983 - $1.07K
|
876
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.2% |
$983 - $1.07K
|
976
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 1.44% |
$1.47K - $1.61K
|
206
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.19% |
$1.47K - $1.61K
|
1.59K
$834K
|