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 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
50+ 5.18% |
$18K - $19.7K
|
1.02K
$575K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 2.75% |
$18K - $19.7K
|
1.87K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
49+ 0.16% |
$17.6K - $19.3K
|
31.5K
$17.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
48+ 3.07% |
$17.3K - $18.9K
|
1.61K
$912K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
48+ 2.07% |
$17.3K - $18.9K
|
2.36K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
47+ 75.81% |
$16.9K - $18.5K
|
109
$61.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
47+ 1.69% |
$16.9K - $18.5K
|
2.82K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.9% |
$16.9K - $18.5K
|
5.24K
$2.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
47+ 1.05% |
$16.9K - $18.5K
|
4.54K
$2.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
46+ 3.73% |
$16.6K - $18.1K
|
1.28K
$724K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46+ 0.97% |
$16.6K - $18.1K
|
4.77K
$2.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.99% |
$16.2K - $17.7K
|
4.57K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
45+ 8.18% |
$16.2K - $17.7K
|
595
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
44+ 0.27% |
$15.8K - $17.3K
|
16.1K
$9.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
44+ 1.34% |
$15.8K - $17.3K
|
3.32K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
42+ 8.11% |
$15.1K - $16.5K
|
560
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
42+ 0.28% |
$15.1K - $16.5K
|
14.8K
$8.38M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.56% |
$15.1K - $16.5K
|
7.52K
$4.26M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
41+ 0.81% |
$14.8K - $16.1K
|
5.08K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41+ 4.74% |
$14.8K - $16.1K
|
906
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41+ 0.02% |
$14.8K - $16.1K
|
193K
$109M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
41+ 0.81% |
$14.8K - $16.1K
|
5.08K
$2.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.02% |
$14.4K - $15.7K
|
193K
$109M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
40+ 1.8% |
$14.4K - $15.7K
|
2.26K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39+ 1.07% |
$14K - $15.3K
|
3.7K
$2.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
39+ 0.15% |
$14K - $15.3K
|
26K
$14.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
39+ 2.21% |
$14K - $15.3K
|
1.8K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
39+ 0.48% |
$14K - $15.3K
|
8.15K
$4.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
38+ 0.24% |
$13.7K - $14.9K
|
16K
$9.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
38+ 5.95% |
$13.7K - $14.9K
|
677
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
38+ 4.3% |
$13.7K - $14.9K
|
921
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
38+ 1.03% |
$13.7K - $14.9K
|
3.74K
$2.12M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38+ 7.31% |
$13.7K - $14.9K
|
558
$316K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
37+ 1.0% |
$13.3K - $14.6K
|
3.73K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 0.45% |
$13.3K - $14.6K
|
8.29K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
37+ 0.11% |
$13.3K - $14.6K
|
33K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
37+ 1.77% |
$13.3K - $14.6K
|
2.13K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
36+ 2.05% |
$13K - $14.2K
|
1.79K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
36+ 0.14% |
$13K - $14.2K
|
25.6K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
36+ 4.12% |
$13K - $14.2K
|
909
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
36+ 6.35% |
$13K - $14.2K
|
603
$341K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
35+ 1.36% |
$12.6K - $13.8K
|
2.61K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
35+ 2.42% |
$12.6K - $13.8K
|
1.48K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
35New |
$12.6K - $13.8K
|
35
$19.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
34+ 0.48% |
$12.2K - $13.4K
|
7.17K
$4.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
34+ 2.94% |
$12.2K - $13.4K
|
1.19K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
34+ 0.57% |
$12.2K - $13.4K
|
5.96K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
33+ 0.7% |
$11.9K - $13K
|
4.77K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
33+ 1.0% |
$11.9K - $13K
|
3.32K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.36% |
$11.5K - $12.6K
|
8.99K
$5.09M
|