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 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.21K+ 13.44% |
$522K - $608K
|
10.2K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 8.8% |
$519K - $605K
|
14.9K
$7.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.2K+ 1.33% |
$516K - $602K
|
91.5K
$48.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.2K+ 2.13% |
$516K - $602K
|
57.6K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.19KNew |
$510K - $595K
|
1.19K
$633K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19K+ 4.47% |
$509K - $594K
|
27.7K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$506K - $590K
|
1.18K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18K+ 13.01% |
$505K - $589K
|
10.2K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.17K+ 14.04% |
$503K - $587K
|
9.51K
$5.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 89.86% |
$503K - $586K
|
2.47K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.17K+ 4.05% |
$502K - $585K
|
30K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.16K+ 16.97% |
$498K - $581K
|
7.99K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.16KNew |
$497K - $579K
|
1.16K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$496K - $579K
|
1.16K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 8.43% |
$495K - $577K
|
14.8K
$7.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.15K+ 34.64% |
$495K - $577K
|
4.48K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15KNew |
$494K - $576K
|
1.15K
$614K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.15K+ 3.15% |
$493K - $575K
|
37.6K
$20.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.14K+ 11.49% |
$491K - $573K
|
11.1K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.13KNew |
$484K - $564K
|
1.13K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
1.13K+ 31.22% |
$484K - $564K
|
4.73K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.12KNew |
$482K - $562K
|
1.12K
$599K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
1.12K+ 24.37% |
$479K - $559K
|
5.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.12K+ 10.64% |
$479K - $559K
|
11.6K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.11KNew |
$476K - $556K
|
1.11K
$592K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.1K+ 2.37% |
$473K - $551K
|
47.6K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
1.1K+ 1.15% |
$473K - $551K
|
97.2K
$51.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.09KNew |
$466K - $544K
|
1.09K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.38% |
$458K - $534K
|
279K
$149M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.06K+ 4.74% |
$456K - $532K
|
23.4K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.06K+ 8.0% |
$455K - $530K
|
14.3K
$7.62M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.06K+ 7.17% |
$454K - $530K
|
15.8K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06KNew |
$453K - $529K
|
1.06K
$563K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$452K - $527K
|
1.05K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.05K+ 8.78% |
$450K - $525K
|
13K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 1.31% |
$448K - $522K
|
80.6K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.04KNew |
$446K - $520K
|
1.04K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 3.82% |
$438K - $511K
|
27.7K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 5.98% |
$435K - $508K
|
17.9K
$9.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$430K - $501K
|
1K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
998New |
$429K - $500K
|
998
$532K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
996+ 43.49% |
$428K - $499K
|
3.29K
$1.75M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
994New |
$427K - $498K
|
994
$530K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
991New |
$426K - $496K
|
991
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
987+ 11.45% |
$424K - $494K
|
9.61K
$5.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
983+ 12.74% |
$422K - $492K
|
8.7K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
979New |
$421K - $490K
|
979
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
979+ 0.73% |
$421K - $490K
|
135K
$72M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
974+ 7.89% |
$418K - $488K
|
13.3K
$7.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
968+ 0.87% |
$416K - $485K
|
112K
$60M
|