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 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.28% |
$2.88K - $3.15K
|
2.87K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$2.88K - $3.15K
|
8
$4.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8+ 1.42% |
$2.88K - $3.15K
|
572
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 3.33% |
$2.52K - $2.75K
|
217
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.29% |
$2.52K - $2.75K
|
2.4K
$1.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 0.38% |
$2.16K - $2.36K
|
1.59K
$828K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
6+ 0.56% |
$2.16K - $2.36K
|
1.07K
$557K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
6+ 0.32% |
$2.16K - $2.36K
|
1.91K
$993K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
6+ 0.55% |
$2.16K - $2.36K
|
1.1K
$573K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6+ 0.51% |
$2.16K - $2.36K
|
1.17K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
6+ 0.31% |
$2.16K - $2.36K
|
1.96K
$1.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5+ 0.15% |
$1.8K - $1.97K
|
3.37K
$1.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.24% |
$1.8K - $1.97K
|
2.11K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.23% |
$1.8K - $1.97K
|
2.16K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5+ 0.19% |
$1.8K - $1.97K
|
2.68K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5+ 0.18% |
$1.8K - $1.97K
|
2.82K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5+ 0.08% |
$1.8K - $1.97K
|
6.2K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.61% |
$1.8K - $1.97K
|
824
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.19% |
$1.8K - $1.97K
|
2.59K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.44K - $1.57K
|
1.59K
$830K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4+ 0.18% |
$1.44K - $1.57K
|
2.19K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4+ 0.1% |
$1.44K - $1.57K
|
4.13K
$2.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.43% |
$1.44K - $1.57K
|
938
$489K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
4+ 0.48% |
$1.44K - $1.57K
|
830
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.25% |
$1.44K - $1.57K
|
1.63K
$850K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.5% |
$1.44K - $1.57K
|
800
$417K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$1.44K - $1.57K
|
4
$2.08K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.52% |
$1.08K - $1.18K
|
581
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.15% |
$1.08K - $1.18K
|
1.95K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.11% |
$1.08K - $1.18K
|
2.68K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$1.08K - $1.18K
|
5.06K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$720 - $787
|
1.87K
$975K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.12% |
$720 - $787
|
1.63K
$852K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.27% |
$720 - $787
|
746
$389K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 50.0% |
$720 - $787
|
6
$3.13K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.15% |
$720 - $787
|
1.3K
$678K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
2+ 0.09% |
$720 - $787
|
2.16K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.14% |
$360 - $393
|
720
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$360 - $393
|
668
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1+ 0.08% |
$360 - $393
|
1.27K
$663K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.42% |
$360 - $393
|
238
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.15% |
$360 - $393
|
682
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.14% |
$360 - $393
|
711
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.08% |
$360 - $393
|
1.25K
$650K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$360 - $393
|
1.35K
$705K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.17% |
$360 - $393
|
596
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.1% |
$360 - $393
|
976
$509K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$360 - $393
|
1.82K
$951K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$360 - $393
|
10.7K
$5.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$360 - $393
|
8.8K
$4.58M
|