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 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29+ 3.65% |
$14.2K - $15.5K
|
824
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.95% |
$12.8K - $13.9K
|
2.76K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
26+ 2.75% |
$12.8K - $13.9K
|
971
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
26+ 0.81% |
$12.8K - $13.9K
|
3.26K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.4% |
$12.3K - $13.4K
|
6.25K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.82K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 2.55% |
$12.3K - $13.4K
|
1K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
25+ 5.76% |
$12.3K - $13.4K
|
459
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 6.01% |
$12.3K - $13.4K
|
441
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 2.69% |
$12.3K - $13.4K
|
955
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
24+ 3.24% |
$11.8K - $12.9K
|
765
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22+ 0.68% |
$10.8K - $11.8K
|
3.24K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 3.48% |
$10.8K - $11.8K
|
655
$349K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 1.27% |
$10.3K - $11.3K
|
1.68K
$897K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
21+ 24.14% |
$10.3K - $11.3K
|
108
$57.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 1.37% |
$9.83K - $10.7K
|
1.48K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.83K - $10.7K
|
2.89K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 1.07% |
$9.83K - $10.7K
|
1.88K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.98% |
$9.83K - $10.7K
|
2.06K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.61% |
$9.33K - $10.2K
|
3.14K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.98% |
$9.33K - $10.2K
|
1.96K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 7.76% |
$9.33K - $10.2K
|
264
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 1.84% |
$9.33K - $10.2K
|
1.05K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18+ 1.53% |
$8.84K - $9.65K
|
1.2K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.07% |
$8.84K - $9.65K
|
24.2K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18+ 3.06% |
$8.84K - $9.65K
|
607
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 3.89% |
$8.84K - $9.65K
|
481
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
17+ 2.62% |
$8.35K - $9.11K
|
665
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 7.8% |
$8.35K - $9.11K
|
235
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.42% |
$7.86K - $8.58K
|
1.14K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.08% |
$7.86K - $8.58K
|
19.6K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
16+ 3.09% |
$7.86K - $8.58K
|
533
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
16+ 2.14% |
$7.86K - $8.58K
|
765
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 2.16% |
$7.37K - $8.04K
|
710
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.44% |
$7.37K - $8.04K
|
1.06K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.08% |
$7.37K - $8.04K
|
18.7K
$9.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.65% |
$6.88K - $7.51K
|
2.15K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.94% |
$6.88K - $7.51K
|
1.5K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.74% |
$6.39K - $6.97K
|
760
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
12+ 1.06% |
$5.9K - $6.43K
|
1.14K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12+ 2.23% |
$5.9K - $6.43K
|
551
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
11+ 0.16% |
$5.4K - $5.9K
|
6.89K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$4.91K - $5.36K
|
4.36K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 1.19% |
$4.91K - $5.36K
|
851
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 1.98% |
$4.91K - $5.36K
|
516
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 0.13% |
$4.91K - $5.36K
|
7.74K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10+ 0.01% |
$4.91K - $5.36K
|
91.1K
$48.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
10+ 0.21% |
$4.91K - $5.36K
|
4.7K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10+ 2.16% |
$4.91K - $5.36K
|
474
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10+ 0.79% |
$4.91K - $5.36K
|
1.27K
$680K
|