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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-56- 3.96% |
$27.5K - $30K
|
1.36K
$744K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.85% |
$28K - $30.6K
|
6.63K
$3.63M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-59- 1.36% |
$29K - $31.6K
|
4.28K
$2.35M
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 2.93% |
$29.5K - $32.2K
|
1.99K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-60- 1.62% |
$29.5K - $32.2K
|
3.65K
$2M
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 0.15% |
$29.5K - $32.2K
|
39.5K
$21.6M
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-60- 0.99% |
$29.5K - $32.2K
|
6.03K
$3.3M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-61- 5.42% |
$30K - $32.7K
|
1.07K
$583K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 7.72% |
$31.4K - $34.3K
|
765
$419K
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-65- 2.51% |
$31.9K - $34.8K
|
2.52K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-65- 6.97% |
$31.9K - $34.8K
|
868
$475K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-66- 2.7% |
$32.4K - $35.4K
|
2.38K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-68- 12.88% |
$33.4K - $36.5K
|
460
$252K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-68- 3.1% |
$33.4K - $36.5K
|
2.13K
$1.16M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-68- 2.24% |
$33.4K - $36.5K
|
2.97K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-71- 52.21% |
$34.9K - $38.1K
|
65
$35.6K
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-72- 15.29% |
$35.4K - $38.6K
|
399
$219K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-72- 6.75% |
$35.4K - $38.6K
|
994
$544K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 4.3% |
$36.8K - $40.2K
|
1.67K
$915K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.08% |
$36.8K - $40.2K
|
6.88K
$3.77M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-76- 0.42% |
$37.3K - $40.7K
|
18.2K
$9.95M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-79- 1.44% |
$38.8K - $42.4K
|
5.39K
$2.95M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-79- 7.07% |
$38.8K - $42.4K
|
1.04K
$569K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 1.47% |
$39.3K - $42.9K
|
5.35K
$2.93M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-81- 0.84% |
$39.8K - $43.4K
|
9.53K
$5.22M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-83- 1.91% |
$40.8K - $44.5K
|
4.27K
$2.34M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-84- 1.33% |
$41.3K - $45K
|
6.25K
$3.42M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-85- 0.98% |
$41.8K - $45.6K
|
8.6K
$4.71M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-85- 1.39% |
$41.8K - $45.6K
|
6.03K
$3.3M
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-85- 11.89% |
$41.8K - $45.6K
|
630
$345K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-88- 2.03% |
$43.2K - $47.2K
|
4.25K
$2.33M
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.64% |
$44.2K - $48.3K
|
5.41K
$2.96M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-94- 16.88% |
$46.2K - $50.4K
|
463
$254K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 3.35% |
$47.7K - $52K
|
2.8K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-98- 5.72% |
$48.1K - $52.5K
|
1.62K
$885K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-98- 2.88% |
$48.1K - $52.5K
|
3.31K
$1.81M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-99- 9.05% |
$48.6K - $53.1K
|
995
$545K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 1.02% |
$48.6K - $53.1K
|
9.65K
$5.28M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 5.25% |
$49.1K - $53.6K
|
1.81K
$988K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 5.82% |
$49.1K - $53.6K
|
1.62K
$886K
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-100- 14.49% |
$49.1K - $53.6K
|
590
$323K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 5.54% |
$49.1K - $53.6K
|
1.71K
$934K
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-101- 3.08% |
$49.6K - $54.2K
|
3.18K
$1.74M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-113- 12.49% |
$55.5K - $60.6K
|
792
$434K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-113- 6.02% |
$55.5K - $60.6K
|
1.76K
$965K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-115- 10.2% |
$56.5K - $61.7K
|
1.01K
$555K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-119- 1.35% |
$58.5K - $63.8K
|
8.72K
$4.78M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-120- 1.47% |
$59K - $64.3K
|
8.04K
$4.4M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-120- 0.46% |
$59K - $64.3K
|
26K
$14.2M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-121- 3.42% |
$59.4K - $64.9K
|
3.42K
$1.87M
|