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 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
205
+ 6.64%
$70.7K - $78.4K
3.29K $1.72M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
203
+ 6.3%
$70K - $77.6K
3.42K $1.78M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
201
+ 30.18%
$69.3K - $76.9K
867 $452K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
201
+ 2.62%
$69.3K - $76.9K
7.87K $4.1M
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
200
+ 1.33%
$68.9K - $76.5K
15.2K $7.92M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
200
+ 2.53%
$68.9K - $76.5K
8.1K $4.22M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
200
+ 4.05%
$68.9K - $76.5K
5.14K $2.68M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
199
+ 14.96%
$68.6K - $76.1K
1.53K $797K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
199
+ 2.16%
$68.6K - $76.1K
9.42K $4.91M
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
197
+ 14.54%
$67.9K - $75.3K
1.55K $809K
May 04, 2023 Q1 2023
Strengthening Families & Communities, LLC

BUY
 -
192
+ 3.86%
$66.2K - $73.4K
5.17K $2.69M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
192
+ 2.1%
$66.2K - $73.4K
9.33K $4.86M
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
190
+ 15.7%
$65.5K - $72.7K
1.4K $730K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
187
+ 5.01%
$64.5K - $71.5K
3.92K $2.04M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
186
New
$64.1K - $71.1K
186 $96.9K
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
185
+ 10.05%
$63.8K - $70.7K
2.03K $1.06M
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
182
+ 22.47%
$62.7K - $69.6K
992 $517K
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
181
+ 0.88%
$62.4K - $69.2K
20.7K $10.8M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
180
+ 2.6%
$62K - $68.8K
7.11K $3.71M
May 11, 2023 Q1 2023
Qtron Investments LLC

Boston, MA
BUY
 -
179
+ 1.92%
$61.7K - $68.4K
9.5K $4.95M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
179
+ 1.72%
$61.7K - $68.4K
10.6K $5.51M
May 12, 2023 Q1 2023
Blue Fin Capital, Inc.

BUY
 -
176
+ 0.7%
$60.7K - $67.3K
25.4K $13.3M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
173
+ 10.75%
$59.6K - $66.2K
1.78K $929K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
172
+ 5.56%
$59.3K - $65.8K
3.27K $1.7M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
172
+ 1.41%
$59.3K - $65.8K
12.3K $6.43M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
172
+ 2.21%
$59.3K - $65.8K
7.97K $4.15M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
171
+ 3.76%
$58.9K - $65.4K
4.72K $2.46M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
170
+ 2.13%
$58.6K - $65K
8.15K $4.24M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
167
+ 2.01%
$57.6K - $63.9K
8.46K $4.41M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
167
+ 12.55%
$57.6K - $63.9K
1.5K $781K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
167
+ 17.69%
$57.6K - $63.9K
1.11K $579K
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

BUY
 -
166
+ 1.89%
$57.2K - $63.5K
8.95K $4.67M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
165
+ 15.15%
$56.9K - $63.1K
1.25K $653K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

BUY
 -
164
+ 11.64%
$56.5K - $62.7K
1.57K $820K
May 08, 2023 Q1 2023
Mitchell Capital Management CO

BUY
 -
164
+ 1.61%
$56.5K - $62.7K
10.4K $5.39M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
163
+ 1.06%
$56.2K - $62.3K
15.5K $8.08M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
162
+ 0.99%
$55.8K - $61.9K
16.5K $8.59M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
162
New
$55.8K - $61.9K
162 $84.4K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
158
+ 7.05%
$54.5K - $60.4K
2.4K $1.25M
Apr 03, 2023 Q1 2023
Centre Asset Management, LLC

BUY
 -
156
+ 1.66%
$53.8K - $59.7K
9.55K $4.98M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
155
+ 17.59%
$53.4K - $59.3K
1.04K $540K
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
155
+ 4.54%
$53.4K - $59.3K
3.57K $1.86M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
155
+ 8.03%
$53.4K - $59.3K
2.09K $1.09M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
154
+ 0.82%
$53.1K - $58.9K
19K $9.92M
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
153
+ 9.57%
$52.7K - $58.5K
1.75K $913K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
153
+ 2.12%
$52.7K - $58.5K
7.35K $3.83M
Apr 12, 2023 Q1 2023
Naviter Wealth, LLC

BUY
 -
152
+ 4.55%
$52.4K - $58.1K
3.5K $1.82M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
151
+ 1.03%
$52.1K - $57.7K
14.8K $7.72M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
151
+ 1.14%
$52.1K - $57.7K
13.4K $6.99M

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