Purchases and Sales Made in Q1 2023 in Mastercard Inc (MA)

MA Quotes by TradingView

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
May 09, 2023 Q1 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
282
New
$97.2K - $108K
282 $149K
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
280
+ 1.39%
$96.5K - $107K
20.4K $10.8M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
279
+ 1.04%
$96.2K - $107K
27.2K $14.4M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
278
+ 4.11%
$95.8K - $106K
7.05K $3.72M
Apr 19, 2023 Q1 2023
Close Asset Management LTD

BUY
 -
278
+ 0.2%
$95.8K - $106K
140K $74.1M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
278
+ 2.56%
$95.8K - $106K
11.1K $5.89M
May 12, 2023 Q1 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
275
+ 3.68%
$94.8K - $105K
7.75K $4.09M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
271
+ 3.13%
$93.4K - $104K
8.93K $4.72M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
266
+ 5.02%
$91.7K - $102K
5.57K $2.94M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
265
+ 25.46%
$91.3K - $101K
1.31K $690K
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
263
+ 33.5%
$90.7K - $101K
1.05K $553K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
261
+ 1.19%
$90K - $99.8K
22.2K $11.7M
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
258
+ 14.14%
$88.9K - $98.7K
2.08K $1.1M
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

BUY
 -
258
+ 22.91%
$88.9K - $98.7K
1.38K $731K
May 01, 2023 Q1 2023
Centric Wealth Management

BUY
 -
257
+ 3.0%
$88.6K - $98.3K
8.82K $4.66M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
255
+ 3.66%
$87.9K - $97.5K
7.22K $3.81M
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
255
+ 1.59%
$87.9K - $97.5K
16.3K $8.6M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
253
+ 2.39%
$87.2K - $96.7K
10.8K $5.72M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
250
+ 18.6%
$86.2K - $95.6K
1.59K $842K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
250
+ 5.7%
$86.2K - $95.6K
4.63K $2.45M
Apr 21, 2023 Q1 2023
James Hambro & Partners

BUY
 -
249
+ 4.42%
$85.8K - $95.2K
5.88K $3.1M
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
247
+ 2.03%
$85.1K - $94.5K
12.4K $6.57M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
246
+ 4.76%
$84.8K - $94.1K
5.41K $2.86M
May 11, 2023 Q1 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
244
+ 6.64%
$84.1K - $93.3K
3.92K $2.07M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
242
New
$83.4K - $92.5K
242 $128K
May 02, 2023 Q1 2023
Progressive Investment Management Corp

BUY
 -
241
+ 1.17%
$83.1K - $92.2K
20.8K $11M
Apr 25, 2023 Q1 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
239
+ 5.33%
$82.4K - $91.4K
4.72K $2.49M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
238
+ 2.71%
$82K - $91K
9.02K $4.76M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
238
+ 3.26%
$82K - $91K
7.54K $3.98M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
237
+ 0.42%
$81.7K - $90.6K
56.7K $29.9M
May 18, 2023 Q1 2023
Manitou Investment Management Ltd.

Toronto, A6
BUY
 -
236
+ 0.3%
$81.4K - $90.2K
77.8K $41.1M
May 17, 2024 Q1 2023
Cim, LLC

BUY
 -
231
+ 0.61%
$79.6K - $88.3K
38.3K $20.2M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
230
+ 0.97%
$79.3K - $87.9K
23.9K $12.6M
Apr 24, 2023 Q1 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
229
+ 10.29%
$78.9K - $87.6K
2.46K $1.3M
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
227
+ 9.62%
$78.2K - $86.8K
2.59K $1.37M
May 04, 2023 Q1 2023
Ninepoint Partners LP

BUY
 -
225
+ 15.8%
$77.6K - $86K
1.65K $871K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
224
+ 5.59%
$77.2K - $85.7K
4.23K $2.23M
May 15, 2023 Q1 2023
Townsend & Associates, Inc

BUY
 -
222
+ 37.0%
$76.5K - $84.9K
822 $434K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
220
+ 4.56%
$75.8K - $84.1K
5.05K $2.66M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
219
+ 7.56%
$75.5K - $83.7K
3.12K $1.65M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
216
+ 1.12%
$74.5K - $82.6K
19.5K $10.3M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
215
+ 17.16%
$74.1K - $82.2K
1.47K $775K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
215
+ 8.14%
$74.1K - $82.2K
2.86K $1.51M
May 15, 2023 Q1 2023
Baxter Bros Inc

BUY
 -
215
+ 0.59%
$74.1K - $82.2K
36.8K $19.5M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
214
+ 7.27%
$73.8K - $81.8K
3.16K $1.67M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
214
+ 0.73%
$73.8K - $81.8K
29.6K $15.6M
May 10, 2023 Q1 2023
Fulcrum Capital LLC

BUY
 -
213
+ 0.66%
$73.4K - $81.4K
32.3K $17.1M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
209
+ 7.73%
$72K - $79.9K
2.91K $1.54M
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
208
+ 1.56%
$71.7K - $79.5K
13.6K $7.17M

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