Purchases and Sales Made in Q3 2024 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 4.65% |
$84.2K - $98.2K
|
4.41K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
195+ 10.69% |
$83.8K - $97.7K
|
2.02K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 21.62% |
$83.8K - $97.7K
|
1.1K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
192+ 19.55% |
$82.5K - $96.2K
|
1.17K
$664K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
192+ 19.59% |
$82.5K - $96.2K
|
1.17K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
191+ 31.41% |
$82.1K - $95.7K
|
799
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
191+ 30.71% |
$82.1K - $95.7K
|
813
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
191+ 3.32% |
$82.1K - $95.7K
|
5.95K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
189+ 0.79% |
$81.2K - $94.7K
|
24K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
188+ 7.47% |
$80.8K - $94.2K
|
2.71K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
188+ 0.45% |
$80.8K - $94.2K
|
41.8K
$23.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
186+ 422.73% |
$79.9K - $93.2K
|
230
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
186+ 10.47% |
$79.9K - $93.2K
|
1.96K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
186+ 12.19% |
$79.9K - $93.2K
|
1.71K
$969K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
185+ 0.68% |
$79.5K - $92.7K
|
27.5K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
184+ 9.45% |
$79K - $92.2K
|
2.13K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
183+ 0.47% |
$78.6K - $91.7K
|
39.5K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
183+ 3.16% |
$78.6K - $91.7K
|
5.97K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
181+ 0.93% |
$77.8K - $90.7K
|
19.6K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
181+ 30.78% |
$77.8K - $90.7K
|
769
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
181+ 14.93% |
$77.8K - $90.7K
|
1.39K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
180+ 3.21% |
$77.3K - $90.2K
|
5.78K
$3.27M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
179+ 8.99% |
$76.9K - $89.7K
|
2.17K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
178+ 0.46% |
$76.5K - $89.2K
|
39.2K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
177+ 9.6% |
$76K - $88.7K
|
2.02K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
175+ 10.38% |
$75.2K - $87.7K
|
1.86K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
175+ 16.57% |
$75.2K - $87.7K
|
1.23K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
174+ 3.78% |
$74.8K - $87.2K
|
4.77K
$2.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 14.34% |
$74.3K - $86.7K
|
1.38K
$781K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
173+ 8.24% |
$74.3K - $86.7K
|
2.27K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
172+ 1.45% |
$73.9K - $86.2K
|
12K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
171+ 3.08% |
$73.5K - $85.7K
|
5.72K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
171+ 7.6% |
$73.5K - $85.7K
|
2.42K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 2.61% |
$73K - $85.2K
|
6.69K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
170+ 12.85% |
$73K - $85.2K
|
1.49K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166+ 1.44% |
$71.3K - $83.2K
|
11.7K
$6.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 12.01% |
$70.9K - $82.7K
|
1.54K
$871K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
165+ 0.68% |
$70.9K - $82.7K
|
24.4K
$13.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
164+ 0.6% |
$70.5K - $82.2K
|
27.6K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
164+ 24.22% |
$70.5K - $82.2K
|
841
$476K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
164+ 5.17% |
$70.5K - $82.2K
|
3.33K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
163+ 24.44% |
$70K - $81.7K
|
830
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
162+ 11.4% |
$69.6K - $81.2K
|
1.58K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
159+ 6.14% |
$68.3K - $79.7K
|
2.75K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
158+ 28.68% |
$67.9K - $79.2K
|
709
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
157+ 1.14% |
$67.4K - $78.7K
|
14K
$7.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
156+ 2.76% |
$67K - $78.2K
|
5.82K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
155+ 1.01% |
$66.6K - $77.7K
|
15.6K
$8.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
155+ 1.07% |
$66.6K - $77.7K
|
14.7K
$8.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
153+ 7.01% |
$65.7K - $76.7K
|
2.34K
$1.32M
|