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 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
45+ 4.13% |
$15.2K - $17.7K
|
1.13K
$591K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
45+ 1.24% |
$15.2K - $17.7K
|
3.68K
$1.92M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
44+ 4400.0% |
$14.8K - $17.3K
|
45
$23.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
44+ 17.19% |
$14.8K - $17.3K
|
300
$156K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
44+ 1.61% |
$14.8K - $17.3K
|
2.77K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
43+ 4.02% |
$14.5K - $16.9K
|
1.11K
$580K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
43+ 268.75% |
$14.5K - $16.9K
|
59
$30.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 1.36% |
$14.5K - $16.9K
|
3.21K
$1.67M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 1.78% |
$14.2K - $16.5K
|
2.4K
$1.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41+ 4.55% |
$13.8K - $16.1K
|
943
$491K
|
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
41+ 0.1% |
$13.8K - $16.1K
|
42.3K
$22M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
40+ 1.7% |
$13.5K - $15.7K
|
2.39K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
40+ 5.91% |
$13.5K - $15.7K
|
717
$374K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
40+ 0.53% |
$13.5K - $15.7K
|
7.53K
$3.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
40+ 7.3% |
$13.5K - $15.7K
|
588
$306K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
40+ 2.43% |
$13.5K - $15.7K
|
1.69K
$880K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
40+ 1.62% |
$13.5K - $15.7K
|
2.51K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 6.11% |
$13.5K - $15.7K
|
695
$362K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
39+ 6.93% |
$13.2K - $15.3K
|
602
$314K
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
39+ 0.49% |
$13.2K - $15.3K
|
7.96K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
39+ 4.55% |
$13.2K - $15.3K
|
896
$467K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 3.89% |
$12.8K - $14.9K
|
1.02K
$529K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
38New |
$12.8K - $14.9K
|
38
$19.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 1.33% |
$12.5K - $14.6K
|
2.83K
$1.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
36+ 0.14% |
$12.1K - $14.2K
|
25.5K
$13.3M
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
BUY
|
- |
35+ 2.19% |
$11.8K - $13.8K
|
1.63K
$850K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
35+ 2.87% |
$11.8K - $13.8K
|
1.25K
$653K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34+ 4.5% |
$11.5K - $13.4K
|
790
$412K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 1.94% |
$11.5K - $13.4K
|
1.79K
$930K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 34.0% |
$11.5K - $13.4K
|
134
$69.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
34+ 3.86% |
$11.5K - $13.4K
|
914
$476K
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
33+ 0.22% |
$11.1K - $13K
|
15.1K
$7.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
33+ 0.48% |
$11.1K - $13K
|
6.96K
$3.62M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
33+ 4.17% |
$11.1K - $13K
|
824
$429K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
32+ 4.66% |
$10.8K - $12.6K
|
718
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
32+ 6.91% |
$10.8K - $12.6K
|
495
$258K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 3.44% |
$10.1K - $11.8K
|
901
$470K
|
|
|
Nov 10, 2021
Q3 2021
|
Broderick Brian C
|
BUY
|
- |
30+ 0.08% |
$10.1K - $11.8K
|
39.8K
$20.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.93% |
$10.1K - $11.8K
|
3.24K
$1.69M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 1.11% |
$10.1K - $11.8K
|
2.74K
$1.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
30+ 2.43% |
$10.1K - $11.8K
|
1.26K
$658K
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
BUY
|
- |
30+ 3.43% |
$10.1K - $11.8K
|
905
$472K
|
|
|
Nov 10, 2021
Q3 2021
|
Capital Management Associates
New York, NY |
BUY
|
- |
30+ 0.5% |
$10.1K - $11.8K
|
6.04K
$3.15M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 1.11% |
$10.1K - $11.8K
|
2.74K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
29+ 1.13% |
$9.78K - $11.4K
|
2.59K
$1.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
29+ 1.03% |
$9.78K - $11.4K
|
2.83K
$1.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 193.33% |
$9.78K - $11.4K
|
44
$22.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
29+ 4.32% |
$9.78K - $11.4K
|
700
$365K
|
|
|
Oct 22, 2021
Q3 2021
|
Milestone Resources Group LTD
|
BUY
|
- |
28+ 0.02% |
$9.45K - $11K
|
181K
$94.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
27+ 1.94% |
$9.11K - $10.6K
|
1.42K
$739K
|