Purchases and Sales Made in Q3 2021 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 16.43% |
$31.4K - $36.6K
|
659
$343K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
91+ 4550.0% |
$30.7K - $35.8K
|
93
$48.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
91+ 3.81% |
$30.7K - $35.8K
|
2.48K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
91+ 2.96% |
$30.7K - $35.8K
|
3.17K
$1.65M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
90+ 0.3% |
$30.4K - $35.4K
|
30.4K
$15.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
BUY
|
- |
89+ 0.96% |
$30K - $35K
|
9.41K
$4.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 10.7% |
$30K - $35K
|
921
$480K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.82% |
$29.4K - $34.2K
|
2.37K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
86+ 5.22% |
$29K - $33.8K
|
1.74K
$904K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
86+ 5.16% |
$29K - $33.8K
|
1.75K
$914K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 1.4% |
$28.3K - $33K
|
6.08K
$3.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
84+ 4.98% |
$28.3K - $33K
|
1.77K
$922K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
84+ 2.86% |
$28.3K - $33K
|
3.02K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83+ 5.43% |
$28K - $32.6K
|
1.61K
$840K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
81+ 2.33% |
$27.3K - $31.9K
|
3.55K
$1.85M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
80+ 1.03% |
$27K - $31.5K
|
7.82K
$4.08M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
80+ 0.25% |
$27K - $31.5K
|
31.7K
$16.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
78+ 4.51% |
$26.3K - $30.7K
|
1.81K
$941K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
77+ 4.09% |
$26K - $30.3K
|
1.96K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
75+ 12.18% |
$25.3K - $29.5K
|
691
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 0.43% |
$25.3K - $29.5K
|
17.5K
$9.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
75New |
$25.3K - $29.5K
|
75
$39.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75+ 17.16% |
$25.3K - $29.5K
|
512
$267K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
74+ 9.87% |
$25K - $29.1K
|
824
$429K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
74+ 1.53% |
$25K - $29.1K
|
4.92K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
74+ 0.79% |
$25K - $29.1K
|
9.45K
$4.92M
|
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
73+ 30.04% |
$24.6K - $28.7K
|
316
$165K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
73+ 0.64% |
$24.6K - $28.7K
|
11.4K
$5.96M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
72+ 6.32% |
$24.3K - $28.3K
|
1.21K
$631K
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
BUY
|
- |
71+ 4.38% |
$24K - $27.9K
|
1.69K
$882K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
71+ 4.34% |
$24K - $27.9K
|
1.71K
$890K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 2.56% |
$24K - $27.9K
|
2.84K
$1.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
71+ 4.2% |
$24K - $27.9K
|
1.76K
$919K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
71+ 1.7% |
$24K - $27.9K
|
4.24K
$2.21M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
70+ 34.65% |
$23.6K - $27.5K
|
272
$142K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
70+ 8.53% |
$23.6K - $27.5K
|
891
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69+ 4.93% |
$23.3K - $27.1K
|
1.47K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
69+ 1.92% |
$23.3K - $27.1K
|
3.66K
$1.91M
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
68+ 1.07% |
$22.9K - $26.7K
|
6.41K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67+ 6.32% |
$22.6K - $26.3K
|
1.13K
$587K
|
|
|
Oct 19, 2021
Q3 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
67+ 2.32% |
$22.6K - $26.3K
|
2.96K
$1.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
66+ 15.68% |
$22.3K - $26K
|
487
$254K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
66+ 18.64% |
$22.3K - $26K
|
420
$219K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 4.05% |
$21.9K - $25.6K
|
1.67K
$871K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
65+ 3.91% |
$21.9K - $25.6K
|
1.73K
$901K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
65+ 1.77% |
$21.9K - $25.6K
|
3.74K
$1.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
65+ 2.14% |
$21.9K - $25.6K
|
3.11K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
62+ 0.64% |
$20.9K - $24.4K
|
9.73K
$5.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
60+ 7.22% |
$20.2K - $23.6K
|
891
$464K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
60+ 32.26% |
$20.2K - $23.6K
|
246
$128K
|