Purchases and Sales Made in Q1 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
383+ 2.7% |
$132K - $146K
|
14.6K
$7.7M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
383+ 1.77% |
$132K - $146K
|
22K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
377+ 6.33% |
$130K - $144K
|
6.34K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
377+ 523.61% |
$130K - $144K
|
449
$237K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
377+ 6.33% |
$130K - $144K
|
6.34K
$3.35M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
376+ 6.21% |
$130K - $144K
|
6.43K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
375+ 42.52% |
$129K - $143K
|
1.26K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
374+ 52.6% |
$129K - $143K
|
1.09K
$573K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
373+ 2.53% |
$129K - $143K
|
15.1K
$7.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
370+ 157.45% |
$128K - $141K
|
605
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
367+ 1.83% |
$127K - $140K
|
20.4K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
366+ 0.34% |
$126K - $140K
|
109K
$57.3M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
363+ 2.16% |
$125K - $139K
|
17.2K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
362+ 11.35% |
$125K - $138K
|
3.55K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
361+ 42.17% |
$124K - $138K
|
1.22K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
354+ 1.61% |
$122K - $135K
|
22.3K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
353+ 0.57% |
$122K - $135K
|
62.2K
$32.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
351+ 5.73% |
$121K - $134K
|
6.48K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
351+ 4.29% |
$121K - $134K
|
8.54K
$4.51M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
350New |
$121K - $134K
|
350
$185K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
343+ 7.73% |
$118K - $131K
|
4.78K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
340+ 22.5% |
$117K - $130K
|
1.85K
$977K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
335+ 3.64% |
$115K - $128K
|
9.54K
$5.04M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
332+ 18.89% |
$114K - $127K
|
2.09K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
330+ 18.51% |
$114K - $126K
|
2.11K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
330+ 8.89% |
$114K - $126K
|
4.04K
$2.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
327+ 18.06% |
$113K - $125K
|
2.14K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
324+ 3.03% |
$112K - $124K
|
11K
$5.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
323+ 1.04% |
$111K - $124K
|
31.4K
$16.6M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
323+ 47.71% |
$111K - $124K
|
1K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
321+ 12.68% |
$111K - $123K
|
2.85K
$1.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
318+ 0.78% |
$110K - $122K
|
41K
$21.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
316+ 51.89% |
$109K - $121K
|
925
$488K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
311+ 2.73% |
$107K - $119K
|
11.7K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
311+ 42.31% |
$107K - $119K
|
1.05K
$552K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
309+ 13.8% |
$107K - $118K
|
2.55K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
304+ 33.41% |
$105K - $116K
|
1.21K
$641K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
303+ 1.19% |
$104K - $116K
|
25.9K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
301+ 20.72% |
$104K - $115K
|
1.75K
$926K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
301+ 27.02% |
$104K - $115K
|
1.42K
$747K
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
294+ 1.39% |
$101K - $112K
|
21.5K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
292+ 9.59% |
$101K - $112K
|
3.34K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
291New |
$100K - $111K
|
291
$154K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
291+ 0.35% |
$100K - $111K
|
83.7K
$44.2M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
291New |
$100K - $111K
|
291
$154K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
287+ 3.36% |
$98.9K - $110K
|
8.83K
$4.66M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
286+ 1.66% |
$98.6K - $109K
|
17.5K
$9.26M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
286+ 15.7% |
$98.6K - $109K
|
2.11K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
285+ 7.28% |
$98.2K - $109K
|
4.2K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
283+ 138.05% |
$97.6K - $108K
|
488
$258K
|