Purchases and Sales Made in Q1 2022 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
69+ 3.3% |
$21.6K - $27.4K
|
2.16K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
69+ 11.75% |
$21.6K - $27.4K
|
656
$350K
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
69+ 5.55% |
$21.6K - $27.4K
|
1.31K
$700K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
68+ 2.57% |
$21.3K - $27K
|
2.72K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
65+ 0.98% |
$20.3K - $25.8K
|
6.67K
$3.56M
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
BUY
|
- |
64+ 0.51% |
$20K - $25.4K
|
12.6K
$6.71M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
62+ 1.19% |
$19.4K - $24.6K
|
5.28K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
62+ 2.03% |
$19.4K - $24.6K
|
3.12K
$1.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
61+ 9.34% |
$19.1K - $24.2K
|
714
$381K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 5.47% |
$19.1K - $24.2K
|
1.18K
$628K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.82% |
$19.1K - $24.2K
|
7.47K
$3.99M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 18.02% |
$18.8K - $23.8K
|
393
$210K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
60+ 0.95% |
$18.8K - $23.8K
|
6.35K
$3.38M
|
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
BUY
|
- |
60+ 1.0% |
$18.8K - $23.8K
|
6.09K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
60+ 9.35% |
$18.8K - $23.8K
|
702
$375K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
59+ 5.14% |
$18.5K - $23.4K
|
1.21K
$644K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
59+ 15.32% |
$18.5K - $23.4K
|
444
$237K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
58+ 4.35% |
$18.1K - $23K
|
1.39K
$742K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
57+ 1.42% |
$17.8K - $22.6K
|
4.07K
$2.17M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 6.02% |
$17.8K - $22.6K
|
1K
$536K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 3.44% |
$17.2K - $21.8K
|
1.65K
$881K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 0.63% |
$16.6K - $21K
|
8.52K
$4.54M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
52+ 2.37% |
$16.3K - $20.6K
|
2.24K
$1.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
51+ 0.59% |
$16K - $20.2K
|
8.64K
$4.61M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
51+ 34.69% |
$16K - $20.2K
|
198
$106K
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
51+ 1.33% |
$16K - $20.2K
|
3.87K
$2.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
50+ 1.0% |
$15.6K - $19.8K
|
5.03K
$2.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
50+ 2.6% |
$15.6K - $19.8K
|
1.98K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 3.67% |
$15.6K - $19.8K
|
1.41K
$754K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
50+ 6.93% |
$15.6K - $19.8K
|
771
$411K
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
50+ 1.84% |
$15.6K - $19.8K
|
2.77K
$1.48M
|
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
BUY
|
- |
50+ 6.44% |
$15.6K - $19.8K
|
827
$441K
|
|
|
May 04, 2022
Q1 2022
|
Prospect Hill Management, LLC
|
BUY
|
- |
50+ 0.61% |
$15.6K - $19.8K
|
8.28K
$4.41M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
49+ 0.32% |
$15.3K - $19.4K
|
15.4K
$8.21M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 5.93% |
$15.3K - $19.4K
|
875
$467K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
49+ 0.95% |
$15.3K - $19.4K
|
5.18K
$2.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
48+ 4.03% |
$15K - $19K
|
1.24K
$661K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
48+ 0.52% |
$15K - $19K
|
9.33K
$4.98M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
48+ 1.34% |
$15K - $19K
|
3.63K
$1.93M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47+ 2.02% |
$14.7K - $18.6K
|
2.38K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47+ 9.04% |
$14.7K - $18.6K
|
567
$302K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46+ 5.56% |
$14.4K - $18.3K
|
874
$466K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
45+ 2.91% |
$14.1K - $17.9K
|
1.59K
$848K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45+ 750.0% |
$14.1K - $17.9K
|
51
$27.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
44+ 4.07% |
$13.8K - $17.5K
|
1.13K
$600K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
44+ 2.68% |
$13.8K - $17.5K
|
1.69K
$901K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
44New |
$13.8K - $17.5K
|
44
$23.5K
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
43+ 0.27% |
$13.5K - $17.1K
|
15.8K
$8.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 0.4% |
$13.1K - $16.7K
|
10.6K
$5.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.42% |
$13.1K - $16.7K
|
2.99K
$1.6M
|