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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
153+ 1.66% |
$65.7K - $76.7K
|
9.35K
$5.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
152+ 15.83% |
$65.3K - $76.2K
|
1.11K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
152+ 17.88% |
$65.3K - $76.2K
|
1K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
152+ 4.94% |
$65.3K - $76.2K
|
3.23K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
150+ 1.23% |
$64.4K - $75.1K
|
12.3K
$6.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 12.96% |
$64K - $74.6K
|
1.3K
$735K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
147+ 6.05% |
$63.2K - $73.6K
|
2.58K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
146+ 0.57% |
$62.7K - $73.1K
|
25.6K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
146+ 20.25% |
$62.7K - $73.1K
|
867
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
146+ 1.51% |
$62.7K - $73.1K
|
9.83K
$5.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
142+ 11.63% |
$61K - $71.1K
|
1.36K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
141+ 2.36% |
$60.6K - $70.6K
|
6.12K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
141+ 11.08% |
$60.6K - $70.6K
|
1.41K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
141+ 3.6% |
$60.6K - $70.6K
|
4.06K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
140+ 20.2% |
$60.1K - $70.1K
|
833
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 13.63% |
$60.1K - $70.1K
|
1.17K
$661K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
139+ 41.87% |
$59.7K - $69.6K
|
471
$267K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
139+ 2.87% |
$59.7K - $69.6K
|
4.99K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
137+ 12.92% |
$58.9K - $68.6K
|
1.2K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
137New |
$58.9K - $68.6K
|
137
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
137+ 8.07% |
$58.9K - $68.6K
|
1.83K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
135+ 17.83% |
$58K - $67.6K
|
892
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 8.2% |
$57.1K - $66.6K
|
1.76K
$993K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132+ 6.34% |
$56.7K - $66.1K
|
2.22K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
132+ 1.05% |
$56.7K - $66.1K
|
12.7K
$7.19M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
132+ 5.35% |
$56.7K - $66.1K
|
2.6K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
130+ 0.4% |
$55.8K - $65.1K
|
32.5K
$18.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
129+ 2.52% |
$55.4K - $64.6K
|
5.26K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
128+ 5.3% |
$55K - $64.1K
|
2.54K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
128+ 0.07% |
$55K - $64.1K
|
172K
$97.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
127+ 3.55% |
$54.6K - $63.6K
|
3.71K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
127+ 14.96% |
$54.6K - $63.6K
|
976
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
125+ 3.67% |
$53.7K - $62.6K
|
3.54K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$53.7K - $62.6K
|
125
$70.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
125+ 7.56% |
$53.7K - $62.6K
|
1.78K
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
125+ 5.19% |
$53.7K - $62.6K
|
2.53K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 4.8% |
$53.3K - $62.1K
|
2.71K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
124+ 0.58% |
$53.3K - $62.1K
|
21.5K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
124+ 0.19% |
$53.3K - $62.1K
|
67.1K
$38M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
121+ 4.1% |
$52K - $60.6K
|
3.08K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
121+ 3.96% |
$52K - $60.6K
|
3.17K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
120+ 2.25% |
$51.6K - $60.1K
|
5.46K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
120+ 1.56% |
$51.6K - $60.1K
|
7.81K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
120+ 1.58% |
$51.6K - $60.1K
|
7.7K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
119+ 11.11% |
$51.1K - $59.6K
|
1.19K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
119+ 15.6% |
$51.1K - $59.6K
|
882
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
118+ 18.67% |
$50.7K - $59.1K
|
750
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
117+ 4.0% |
$50.3K - $58.6K
|
3.04K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
116+ 1.7% |
$49.8K - $58.1K
|
6.94K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
116+ 11.09% |
$49.8K - $58.1K
|
1.16K
$658K
|