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 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 1.44% |
$1.47K - $1.61K
|
206
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3- 0.19% |
$1.47K - $1.61K
|
1.59K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- 0.25% |
$1.47K - $1.61K
|
1.18K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3- 0.17% |
$1.47K - $1.61K
|
1.73K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 2.75% |
$1.47K - $1.61K
|
106
$55.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3- 0.3% |
$1.47K - $1.61K
|
996
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3- 0.32% |
$1.47K - $1.61K
|
934
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.47% |
$1.47K - $1.61K
|
629
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 5.77% |
$1.47K - $1.61K
|
49
$25.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4- 0.44% |
$1.97K - $2.14K
|
913
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4- 0.54% |
$1.97K - $2.14K
|
732
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.06% |
$1.97K - $2.14K
|
6.41K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4- 0.24% |
$1.97K - $2.14K
|
1.67K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-4- 0.6% |
$1.97K - $2.14K
|
658
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4- 0.17% |
$1.97K - $2.14K
|
2.32K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.1% |
$1.97K - $2.14K
|
4.13K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4- 0.22% |
$1.97K - $2.14K
|
1.83K
$966K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-4- 0.97% |
$1.97K - $2.14K
|
409
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-5- 0.3% |
$2.46K - $2.68K
|
1.67K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.67% |
$2.46K - $2.68K
|
745
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5- 0.34% |
$2.46K - $2.68K
|
1.47K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.25% |
$2.46K - $2.68K
|
1.97K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5- 1.19% |
$2.46K - $2.68K
|
416
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.2% |
$2.46K - $2.68K
|
2.5K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 1.01% |
$2.46K - $2.68K
|
488
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5- 1.3% |
$2.46K - $2.68K
|
380
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.22% |
$2.46K - $2.68K
|
2.24K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-5- 1.21% |
$2.46K - $2.68K
|
407
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-5- 0.39% |
$2.46K - $2.68K
|
1.28K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-5- 0.11% |
$2.46K - $2.68K
|
4.38K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.27% |
$2.46K - $2.68K
|
1.84K
$970K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.89% |
$2.95K - $3.22K
|
669
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-6- 0.7% |
$2.95K - $3.22K
|
852
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6- 0.73% |
$2.95K - $3.22K
|
821
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6- 0.31% |
$2.95K - $3.22K
|
1.9K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6- 1.32% |
$2.95K - $3.22K
|
448
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6- 0.51% |
$2.95K - $3.22K
|
1.17K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-6- 1.01% |
$2.95K - $3.22K
|
587
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 1.72% |
$2.95K - $3.22K
|
342
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6- 1.21% |
$2.95K - $3.22K
|
491
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 0.26% |
$2.95K - $3.22K
|
2.27K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-6- 1.13% |
$2.95K - $3.22K
|
526
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6- 0.22% |
$2.95K - $3.22K
|
2.68K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-6- 0.54% |
$2.95K - $3.22K
|
1.11K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6- 0.2% |
$2.95K - $3.22K
|
3.05K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 23.08% |
$2.95K - $3.22K
|
20
$10.6K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.91% |
$2.95K - $3.22K
|
654
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7- 0.52% |
$3.44K - $3.75K
|
1.35K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 0.66% |
$3.44K - $3.75K
|
1.06K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-7Closed |
$3.44K - $3.75K
|
0
$0
|