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 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
338K+ 15.55% |
$166M - $181M
|
2.51M
$1.27B
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
101K+ 33.46% |
$49.8M - $54.3M
|
404K
$204M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.46K+ 29.29% |
$3.17M - $3.46M
|
28.5K
$14.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
2.6K+ 40.63% |
$1.28M - $1.39M
|
9K
$4.54M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.43KNew |
$1.19M - $1.3M
|
2.43K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.26K+ 23.24% |
$1.11M - $1.21M
|
12K
$6.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2K+ 19.03% |
$983K - $1.07M
|
12.5K
$6.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
650+ 155.13% |
$319K - $348K
|
1.07K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
438+ 2.45% |
$215K - $235K
|
18.4K
$9.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
380New |
$187K - $204K
|
380
$192K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
343+ 38.32% |
$169K - $184K
|
1.24K
$625K
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
262+ 6.43% |
$129K - $140K
|
4.34K
$2.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
225+ 2.71% |
$111K - $121K
|
8.52K
$4.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
201+ 36.61% |
$98.8K - $108K
|
750
$379K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200+ 15.08% |
$98.3K - $107K
|
1.53K
$770K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
151+ 4.21% |
$74.2K - $81K
|
3.74K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
140+ 24.43% |
$68.8K - $75.1K
|
713
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
116+ 8.26% |
$57K - $62.2K
|
1.52K
$767K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
115+ 4.02% |
$56.5K - $61.7K
|
2.98K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 62.86% |
$43.2K - $47.2K
|
228
$115K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
52+ 6.67% |
$25.5K - $27.9K
|
832
$420K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 2.34% |
$20.1K - $22K
|
1.8K
$906K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 0.89% |
$19.7K - $21.4K
|
4.53K
$2.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38+ 0.24% |
$18.7K - $20.4K
|
15.6K
$7.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
37+ 72.55% |
$18.2K - $19.8K
|
88
$44.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
33+ 0.15% |
$16.2K - $17.7K
|
21.4K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30+ 17.65% |
$14.7K - $16.1K
|
200
$101K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 1.27% |
$10.3K - $11.3K
|
1.68K
$848K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
21+ 24.14% |
$10.3K - $11.3K
|
108
$54.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.98% |
$9.83K - $10.7K
|
2.06K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.65% |
$6.88K - $7.51K
|
2.15K
$1.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.94% |
$6.88K - $7.51K
|
1.5K
$755K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.22% |
$1.97K - $2.14K
|
1.84K
$928K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
491
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3+ 0.42% |
$1.47K - $1.61K
|
713
$360K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
2+ 0.14% |
$983 - $1.07K
|
1.48K
$745K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$491 - $536
|
68.9K
$34.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 1.44% |
$1.47K - $1.61K
|
206
$104K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 0.89% |
$2.95K - $3.22K
|
669
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7- 0.52% |
$3.44K - $3.75K
|
1.35K
$682K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-9- 0.92% |
$4.42K - $4.83K
|
974
$492K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-14- 0.85% |
$6.88K - $7.51K
|
1.64K
$826K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.07% |
$9.83K - $10.7K
|
1.84K
$930K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-25- 5.67% |
$12.3K - $13.4K
|
416
$210K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-32- 0.26% |
$15.7K - $17.2K
|
12.3K
$6.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 6.13% |
$19.2K - $20.9K
|
597
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-39- 2.16% |
$19.2K - $20.9K
|
1.77K
$892K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-45- 1.89% |
$22.1K - $24.1K
|
2.33K
$1.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.85% |
$28K - $30.6K
|
6.63K
$3.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-145- 13.82% |
$71.2K - $77.7K
|
904
$456K
|