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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 2.12% |
$52.7K - $58.5K
|
7.35K
$3.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
152+ 4.55% |
$52.4K - $58.1K
|
3.5K
$1.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
151+ 1.03% |
$52.1K - $57.7K
|
14.8K
$7.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
151+ 1.14% |
$52.1K - $57.7K
|
13.4K
$7.09M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
151+ 6.78% |
$52.1K - $57.7K
|
2.38K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
150+ 75.0% |
$51.7K - $57.4K
|
350
$185K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 11.92% |
$51.7K - $57.4K
|
1.41K
$743K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
148+ 3.04% |
$51K - $56.6K
|
5.02K
$2.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
148+ 16.54% |
$51K - $56.6K
|
1.04K
$551K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
147+ 21.09% |
$50.7K - $56.2K
|
844
$446K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
147+ 5.59% |
$50.7K - $56.2K
|
2.78K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
146+ 0.89% |
$50.3K - $55.8K
|
16.5K
$8.71M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 0.05% |
$50K - $55.4K
|
290K
$153M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
144+ 4.6% |
$49.6K - $55.1K
|
3.27K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
143+ 4.66% |
$49.3K - $54.7K
|
3.21K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
142+ 0.81% |
$48.9K - $54.3K
|
17.8K
$9.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
141+ 3.06% |
$48.6K - $53.9K
|
4.75K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
140+ 10.09% |
$48.3K - $53.5K
|
1.53K
$806K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
139+ 3.81% |
$47.9K - $53.2K
|
3.79K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
139+ 1.0% |
$47.9K - $53.2K
|
14.1K
$7.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
138+ 6.63% |
$47.6K - $52.8K
|
2.22K
$1.17M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
137+ 4.25% |
$47.2K - $52.4K
|
3.36K
$1.78M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
137+ 7.09% |
$47.2K - $52.4K
|
2.07K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
136+ 3.37% |
$46.9K - $52K
|
4.17K
$2.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
136+ 0.91% |
$46.9K - $52K
|
15K
$7.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
136+ 6.77% |
$46.9K - $52K
|
2.14K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
136+ 4.52% |
$46.9K - $52K
|
3.15K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
135+ 4.47% |
$46.5K - $51.6K
|
3.15K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 11.56% |
$46.5K - $51.6K
|
1.3K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
134+ 4.04% |
$46.2K - $51.2K
|
3.45K
$1.82M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
133+ 4.96% |
$45.8K - $50.9K
|
2.81K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
132+ 35.11% |
$45.5K - $50.5K
|
508
$268K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
132+ 0.22% |
$45.5K - $50.5K
|
61.3K
$32.4M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
131New |
$45.2K - $50.1K
|
131
$69.2K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131+ 6.3% |
$45.2K - $50.1K
|
2.21K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Crescent Park Management, L.P.
East Palo Alto, CA |
BUY
|
- |
127+ 3.39% |
$43.8K - $48.6K
|
3.87K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
126+ 7.4% |
$43.4K - $48.2K
|
1.83K
$966K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
125+ 0.7% |
$43.1K - $47.8K
|
18K
$9.49M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
124+ 35.33% |
$42.7K - $47.4K
|
475
$251K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
124+ 0.38% |
$42.7K - $47.4K
|
32.7K
$17.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
121+ 16.55% |
$41.7K - $46.3K
|
852
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
120+ 1.16% |
$41.4K - $45.9K
|
10.4K
$5.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
119+ 7.14% |
$41K - $45.5K
|
1.79K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
116+ 0.63% |
$40K - $44.4K
|
18.5K
$9.74M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
115+ 1.11% |
$39.6K - $44K
|
10.5K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
115+ 0.35% |
$39.6K - $44K
|
33.1K
$17.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
114+ 4.28% |
$39.3K - $43.6K
|
2.78K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
114+ 18.36% |
$39.3K - $43.6K
|
735
$388K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
113+ 1614.29% |
$39K - $43.2K
|
120
$63.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
112+ 1.48% |
$38.6K - $42.8K
|
7.68K
$4.05M
|