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 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
25+ 30.49% |
$7.82K - $9.92K
|
107
$55.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
25+ 1.9% |
$7.82K - $9.92K
|
1.34K
$698K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
25+ 0.54% |
$7.82K - $9.92K
|
4.65K
$2.42M
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
25+ 0.39% |
$7.82K - $9.92K
|
6.46K
$3.37M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
25+ 2.25% |
$7.82K - $9.92K
|
1.14K
$592K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 1.77% |
$7.82K - $9.92K
|
1.44K
$748K
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25+ 2.39% |
$7.82K - $9.92K
|
1.07K
$559K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
25+ 0.12% |
$7.82K - $9.92K
|
20.3K
$10.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
24+ 2.47% |
$7.51K - $9.52K
|
997
$520K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
24+ 0.67% |
$7.51K - $9.52K
|
3.62K
$1.88M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
24New |
$7.51K - $9.52K
|
24
$12.5K
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
24+ 0.96% |
$7.51K - $9.52K
|
2.52K
$1.32M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
24+ 4.99% |
$7.51K - $9.52K
|
505
$263K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.94% |
$7.2K - $9.13K
|
2.46K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
23+ 47.92% |
$7.2K - $9.13K
|
71
$37K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
22+ 4.4% |
$6.88K - $8.73K
|
522
$272K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
22+ 3.28% |
$6.88K - $8.73K
|
693
$361K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22+ 0.29% |
$6.88K - $8.73K
|
7.51K
$3.91M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
22+ 0.19% |
$6.88K - $8.73K
|
11.8K
$6.13M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
22+ 3.09% |
$6.88K - $8.73K
|
735
$383K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22+ 1.61% |
$6.88K - $8.73K
|
1.39K
$724K
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 1.0% |
$6.88K - $8.73K
|
2.21K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
22+ 1.46% |
$6.88K - $8.73K
|
1.53K
$798K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 24.71% |
$6.57K - $8.33K
|
106
$55.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
20+ 0.79% |
$6.26K - $7.94K
|
2.56K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
20+ 1.34% |
$6.26K - $7.94K
|
1.51K
$788K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 3.44% |
$6.26K - $7.94K
|
601
$313K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
20+ 0.98% |
$6.26K - $7.94K
|
2.05K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
19+ 2.62% |
$5.95K - $7.54K
|
743
$387K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19+ 2.81% |
$5.95K - $7.54K
|
695
$362K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.57% |
$5.95K - $7.54K
|
3.38K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
19+ 0.66% |
$5.95K - $7.54K
|
2.91K
$1.52M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 1.0% |
$5.95K - $7.54K
|
1.91K
$997K
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18+ 1.65% |
$5.63K - $7.14K
|
1.11K
$576K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 0.82% |
$5.32K - $6.74K
|
2.1K
$1.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 6.59% |
$5.32K - $6.74K
|
275
$143K
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
17+ 0.55% |
$5.32K - $6.74K
|
3.11K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
17+ 0.12% |
$5.32K - $6.74K
|
14.6K
$7.59M
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
17+ 2.44% |
$5.32K - $6.74K
|
713
$372K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
16+ 3.79% |
$5.01K - $6.35K
|
438
$228K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
16+ 1.12% |
$5.01K - $6.35K
|
1.45K
$755K
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
16+ 0.06% |
$5.01K - $6.35K
|
26.8K
$14M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.25% |
$5.01K - $6.35K
|
6.36K
$3.31M
|
|
|
May 16, 2022
Q1 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.07% |
$5.01K - $6.35K
|
22.9K
$11.9M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.54% |
$4.69K - $5.95K
|
2.77K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.61% |
$4.69K - $5.95K
|
2.47K
$1.29M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.47% |
$4.69K - $5.95K
|
3.21K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15+ 3.45% |
$4.69K - $5.95K
|
450
$235K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
15+ 2.53% |
$4.69K - $5.95K
|
609
$317K
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
14+ 0.29% |
$4.38K - $5.55K
|
4.8K
$2.5M
|