Purchases and Sales Made in Q2 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
120+ 0.18% |
$43.2K - $47.2K
|
66.6K
$34.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
119+ 37.66% |
$42.9K - $46.8K
|
435
$227K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
118+ 5.02% |
$42.5K - $46.4K
|
2.47K
$1.29M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
118+ 3.08% |
$42.5K - $46.4K
|
3.95K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
117+ 354.55% |
$42.1K - $46K
|
150
$78.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
116+ 10.03% |
$41.8K - $45.6K
|
1.27K
$663K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
116+ 10.03% |
$41.8K - $45.6K
|
1.27K
$663K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
116+ 11.22% |
$41.8K - $45.6K
|
1.15K
$599K
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
115+ 0.25% |
$41.4K - $45.2K
|
45.6K
$23.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
115+ 15.71% |
$41.4K - $45.2K
|
847
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
115+ 3.03% |
$41.4K - $45.2K
|
3.91K
$2.04M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
114+ 4.46% |
$41.1K - $44.8K
|
2.67K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 1.18% |
$41.1K - $44.8K
|
9.75K
$5.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
112+ 0.41% |
$40.3K - $44K
|
27.3K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
110+ 3.43% |
$39.6K - $43.3K
|
3.32K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
110+ 8.68% |
$39.6K - $43.3K
|
1.38K
$718K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
108+ 5.15% |
$38.9K - $42.5K
|
2.21K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
107+ 0.59% |
$38.5K - $42.1K
|
18.4K
$9.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
107+ 13.29% |
$38.5K - $42.1K
|
912
$475K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
107+ 40.38% |
$38.5K - $42.1K
|
372
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
107+ 1.25% |
$38.5K - $42.1K
|
8.67K
$4.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
106+ 6.05% |
$38.2K - $41.7K
|
1.86K
$968K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 8.63% |
$37.8K - $41.3K
|
1.32K
$689K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
105+ 7.92% |
$37.8K - $41.3K
|
1.43K
$745K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
105+ 10.33% |
$37.8K - $41.3K
|
1.12K
$584K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
103+ 2.04% |
$37.1K - $40.5K
|
5.15K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
102+ 0.69% |
$36.7K - $40.1K
|
14.8K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
102+ 5.03% |
$36.7K - $40.1K
|
2.13K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
101+ 10.7% |
$36.4K - $39.7K
|
1.05K
$545K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
100+ 14.66% |
$36K - $39.3K
|
782
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
100+ 7.72% |
$36K - $39.3K
|
1.4K
$727K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 0.88% |
$36K - $39.3K
|
11.5K
$6.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 6.06% |
$36K - $39.3K
|
1.75K
$911K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
97+ 4.59% |
$34.9K - $38.2K
|
2.21K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
97+ 1.6% |
$34.9K - $38.2K
|
6.15K
$3.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
96+ 20.34% |
$34.6K - $37.8K
|
568
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
96+ 3.54% |
$34.6K - $37.8K
|
2.81K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
94+ 0.09% |
$33.9K - $37K
|
99.5K
$51.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
94+ 5.66% |
$33.9K - $37K
|
1.75K
$914K
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
93+ 10.92% |
$33.5K - $36.6K
|
945
$492K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
93+ 0.77% |
$33.5K - $36.6K
|
12.1K
$6.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
93+ 3.73% |
$33.5K - $36.6K
|
2.58K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
92+ 17.73% |
$33.1K - $36.2K
|
611
$318K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
92+ 5.03% |
$33.1K - $36.2K
|
1.92K
$1M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 0.37% |
$33.1K - $36.2K
|
25.1K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
90+ 0.73% |
$32.4K - $35.4K
|
12.4K
$6.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
89+ 12.11% |
$32.1K - $35K
|
824
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
89+ 7.33% |
$32.1K - $35K
|
1.3K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
89+ 1.94% |
$32.1K - $35K
|
4.69K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
89+ 0.38% |
$32.1K - $35K
|
23.4K
$12.2M
|