Purchases and Sales Made in Q1 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
16+ 2.26% |
$6.7K - $7.82K
|
724
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16+ 0.94% |
$6.7K - $7.82K
|
1.71K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
16+ 0.15% |
$6.7K - $7.82K
|
10.8K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16+ 1.35% |
$6.7K - $7.82K
|
1.2K
$682K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 9.26% |
$6.28K - $7.33K
|
177
$100K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$6.28K - $7.33K
|
10.6K
$6M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
15+ 2.3% |
$6.28K - $7.33K
|
666
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 1.47% |
$6.28K - $7.33K
|
1.04K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 3.98% |
$6.28K - $7.33K
|
392
$222K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
15+ 0.28% |
$6.28K - $7.33K
|
5.31K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
15+ 0.32% |
$6.28K - $7.33K
|
4.65K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.07% |
$5.86K - $6.84K
|
18.7K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
14+ 2.43% |
$5.86K - $6.84K
|
589
$334K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14+ 1.13% |
$5.86K - $6.84K
|
1.26K
$713K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
14+ 2.05% |
$5.86K - $6.84K
|
696
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
14+ 0.79% |
$5.86K - $6.84K
|
1.79K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
14+ 0.62% |
$5.86K - $6.84K
|
2.27K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
14+ 0.12% |
$5.86K - $6.84K
|
11.3K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14New |
$5.86K - $6.84K
|
14
$7.94K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14+ 1.56% |
$5.86K - $6.84K
|
914
$518K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14+ 0.51% |
$5.86K - $6.84K
|
2.78K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
13+ 0.81% |
$5.44K - $6.35K
|
1.62K
$919K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
13+ 0.6% |
$5.44K - $6.35K
|
2.19K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
13+ 2.48% |
$5.44K - $6.35K
|
537
$305K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
13+ 0.09% |
$5.44K - $6.35K
|
14.9K
$8.45M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
13+ 0.09% |
$5.44K - $6.35K
|
14.2K
$8.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12+ 0.97% |
$5.03K - $5.86K
|
1.24K
$705K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 0.07% |
$5.03K - $5.86K
|
18.1K
$10.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 1.3% |
$5.03K - $5.86K
|
937
$531K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
12+ 2.35% |
$5.03K - $5.86K
|
523
$297K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12+ 2.2% |
$5.03K - $5.86K
|
558
$316K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12+ 0.61% |
$5.03K - $5.86K
|
1.97K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
12New |
$5.03K - $5.86K
|
12
$6.81K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12+ 0.32% |
$5.03K - $5.86K
|
3.81K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11+ 0.81% |
$4.61K - $5.38K
|
1.36K
$772K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$4.61K - $5.38K
|
11
$6.24K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 2.51% |
$4.61K - $5.38K
|
449
$255K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11+ 0.44% |
$4.61K - $5.38K
|
2.51K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11+ 1.1% |
$4.61K - $5.38K
|
1.01K
$573K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.13% |
$4.61K - $5.38K
|
363
$206K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
10New |
$4.19K - $4.89K
|
10
$5.67K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10+ 0.65% |
$4.19K - $4.89K
|
1.56K
$884K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.09% |
$4.19K - $4.89K
|
10.9K
$6.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 6.13% |
$4.19K - $4.89K
|
173
$98.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10+ 1.4% |
$4.19K - $4.89K
|
724
$411K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10New |
$4.19K - $4.89K
|
10
$5.67K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
10+ 1.47% |
$4.19K - $4.89K
|
690
$391K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.28% |
$4.19K - $4.89K
|
3.59K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
10+ 1.1% |
$4.19K - $4.89K
|
923
$523K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9+ 0.49% |
$3.77K - $4.4K
|
1.85K
$1.05M
|