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 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
39+ 0.45% |
$13.4K - $14.9K
|
8.73K
$4.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
38+ 2.03% |
$13.1K - $14.5K
|
1.91K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
38+ 2.54% |
$13.1K - $14.5K
|
1.53K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
38+ 3.55% |
$13.1K - $14.5K
|
1.11K
$586K
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
37+ 0.33% |
$12.8K - $14.1K
|
11.2K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37+ 0.68% |
$12.8K - $14.1K
|
5.47K
$2.89M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 12.33% |
$12.8K - $14.1K
|
337
$178K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
35+ 0.93% |
$12.1K - $13.4K
|
3.79K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
35+ 2.32% |
$12.1K - $13.4K
|
1.54K
$815K
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
BUY
|
- |
35+ 0.09% |
$12.1K - $13.4K
|
40.8K
$21.6M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
35+ 2.32% |
$12.1K - $13.4K
|
1.54K
$815K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
34+ 1.02% |
$11.7K - $13K
|
3.38K
$1.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
33+ 0.27% |
$11.4K - $12.6K
|
12.3K
$6.51M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
33New |
$11.4K - $12.6K
|
33
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 1.53% |
$11.4K - $12.6K
|
2.19K
$1.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
32+ 4.83% |
$11K - $12.2K
|
695
$367K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
32+ 7.32% |
$11K - $12.2K
|
469
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32+ 1.37% |
$11K - $12.2K
|
2.37K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
32New |
$11K - $12.2K
|
32
$16.9K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32+ 5.33% |
$11K - $12.2K
|
632
$334K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
32+ 2.42% |
$11K - $12.2K
|
1.35K
$714K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 2.19% |
$10.7K - $11.9K
|
1.44K
$762K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
31+ 1550.0% |
$10.7K - $11.9K
|
33
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31+ 1.31% |
$10.7K - $11.9K
|
2.41K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31+ 2.64% |
$10.7K - $11.9K
|
1.21K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
31+ 4.95% |
$10.7K - $11.9K
|
657
$347K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
30+ 0.71% |
$10.3K - $11.5K
|
4.25K
$2.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
30+ 1.16% |
$10.3K - $11.5K
|
2.62K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30+ 2.78% |
$10.3K - $11.5K
|
1.11K
$586K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
30+ 0.68% |
$10.3K - $11.5K
|
4.44K
$2.34M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
30+ 0.38% |
$10.3K - $11.5K
|
7.89K
$4.17M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
30+ 1.49% |
$10.3K - $11.5K
|
2.05K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
29+ 3.46% |
$10K - $11.1K
|
867
$458K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
29+ 3.62% |
$10K - $11.1K
|
831
$439K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
29+ 2.18% |
$10K - $11.1K
|
1.36K
$717K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
29+ 0.63% |
$10K - $11.1K
|
4.62K
$2.44M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
29+ 8.31% |
$10K - $11.1K
|
378
$200K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 0.54% |
$9.65K - $10.7K
|
5.22K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
27+ 0.8% |
$9.31K - $10.3K
|
3.41K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
27+ 1.99% |
$9.31K - $10.3K
|
1.39K
$732K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 4.24% |
$8.96K - $9.94K
|
639
$337K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 5.37% |
$8.96K - $9.94K
|
510
$269K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.6% |
$8.62K - $9.56K
|
1.59K
$839K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
25+ 3.13% |
$8.62K - $9.56K
|
825
$436K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 0.31% |
$8.62K - $9.56K
|
7.97K
$4.21M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.85% |
$8.62K - $9.56K
|
2.97K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
25+ 1.64% |
$8.62K - $9.56K
|
1.55K
$817K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
25+ 92.59% |
$8.62K - $9.56K
|
52
$27.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
24+ 2.0% |
$8.27K - $9.18K
|
1.22K
$646K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.21% |
$7.93K - $8.79K
|
1.07K
$562K
|