Purchases and Sales Made in Q2 2022 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
23+ 0.49% |
$7.1K - $8.71K
|
4.69K
$2.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
23+ 0.74% |
$7.1K - $8.71K
|
3.12K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23+ 1.54% |
$7.1K - $8.71K
|
1.52K
$790K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
23+ 0.44% |
$7.1K - $8.71K
|
5.29K
$2.76M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
23+ 0.81% |
$7.1K - $8.71K
|
2.86K
$1.49M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
22+ 0.54% |
$6.79K - $8.33K
|
4.09K
$2.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.89% |
$6.79K - $8.33K
|
2.48K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.66% |
$6.79K - $8.33K
|
1.34K
$700K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
22+ 1.51% |
$6.79K - $8.33K
|
1.48K
$769K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
22+ 0.48% |
$6.79K - $8.33K
|
4.64K
$2.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21+ 1.96% |
$6.48K - $7.96K
|
1.09K
$569K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.18% |
$6.48K - $7.96K
|
11.9K
$6.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
21+ 0.48% |
$6.48K - $7.96K
|
4.4K
$2.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.76% |
$6.48K - $7.96K
|
2.8K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
21+ 0.23% |
$6.48K - $7.96K
|
9K
$4.69M
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.39% |
$6.18K - $7.58K
|
5.2K
$2.71M
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
20+ 0.24% |
$6.18K - $7.58K
|
8.27K
$4.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 1.67% |
$6.18K - $7.58K
|
1.22K
$633K
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
BUY
|
- |
20+ 0.18% |
$6.18K - $7.58K
|
10.9K
$5.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.84% |
$5.87K - $7.2K
|
1.05K
$549K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 2.54% |
$5.56K - $6.82K
|
728
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.03% |
$5.25K - $6.44K
|
1.67K
$870K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.84% |
$4.94K - $6.06K
|
1.92K
$1M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
16+ 1.37% |
$4.94K - $6.06K
|
1.18K
$615K
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
16+ 0.16% |
$4.94K - $6.06K
|
9.88K
$5.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
15+ 0.1% |
$4.63K - $5.68K
|
14.8K
$7.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 0.55% |
$4.63K - $5.68K
|
2.72K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.76% |
$4.63K - $5.68K
|
1.99K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
15+ 1.05% |
$4.63K - $5.68K
|
1.44K
$751K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 2.14% |
$4.63K - $5.68K
|
717
$374K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$4.63K - $5.68K
|
15
$7.82K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 1.79% |
$4.32K - $5.3K
|
794
$414K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.92% |
$4.32K - $5.3K
|
1.54K
$802K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14+ 0.13% |
$4.32K - $5.3K
|
10.5K
$5.46M
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
14+ 0.32% |
$4.32K - $5.3K
|
4.41K
$2.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
13+ 1.25% |
$4.01K - $4.92K
|
1.06K
$550K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
13+ 1.16% |
$4.01K - $4.92K
|
1.13K
$591K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13+ 0.07% |
$4.01K - $4.92K
|
19.1K
$9.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.3% |
$4.01K - $4.92K
|
1.01K
$526K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.26% |
$4.01K - $4.92K
|
5.11K
$2.66M
|
|
|
Jul 26, 2022
Q2 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 2.67% |
$3.71K - $4.55K
|
462
$241K
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
BUY
|
- |
12+ 0.32% |
$3.71K - $4.55K
|
3.82K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.8% |
$3.71K - $4.55K
|
1.51K
$788K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$3.71K - $4.55K
|
5.93K
$3.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
12+ 1.23% |
$3.71K - $4.55K
|
985
$513K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
11+ 0.86% |
$3.4K - $4.17K
|
1.29K
$673K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11+ 1.48% |
$3.4K - $4.17K
|
754
$393K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11+ 0.25% |
$3.4K - $4.17K
|
4.43K
$2.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 21.57% |
$3.4K - $4.17K
|
62
$32.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
11+ 1.15% |
$3.4K - $4.17K
|
965
$503K
|