Purchases and Sales Made in Q3 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
168+ 7.88% |
$65.3K - $70.1K
|
2.3K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
167+ 10.53% |
$64.9K - $69.7K
|
1.75K
$914K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
165+ 1.04% |
$64.1K - $68.8K
|
16K
$8.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
165+ 1.16% |
$64.1K - $68.8K
|
14.3K
$7.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
165+ 1.45% |
$64.1K - $68.8K
|
11.5K
$6M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
164+ 13.71% |
$63.7K - $68.4K
|
1.36K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
164+ 18.45% |
$63.7K - $68.4K
|
1.05K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
164+ 0.4% |
$63.7K - $68.4K
|
40.8K
$21.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
163+ 8.46% |
$63.4K - $68K
|
2.09K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162New |
$63K - $67.6K
|
162
$84.4K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
162New |
$63K - $67.6K
|
162
$84.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
161+ 4.48% |
$62.6K - $67.2K
|
3.75K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
161+ 1.97% |
$62.6K - $67.2K
|
8.35K
$4.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
160+ 1.37% |
$62.2K - $66.7K
|
11.8K
$6.16M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
160+ 1.0% |
$62.2K - $66.7K
|
16.2K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
158+ 1.84% |
$61.4K - $65.9K
|
8.77K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
157+ 8.06% |
$61K - $65.5K
|
2.11K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
156+ 6.4% |
$60.6K - $65.1K
|
2.59K
$1.35M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
156New |
$60.6K - $65.1K
|
156
$81.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
155+ 17.05% |
$60.2K - $64.7K
|
1.06K
$554K
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
BUY
|
- |
154+ 4.11% |
$59.9K - $64.2K
|
3.9K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
154+ 1.18% |
$59.9K - $64.2K
|
13.2K
$6.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
152+ 1.56% |
$59.1K - $63.4K
|
9.9K
$5.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
151+ 6.26% |
$58.7K - $63K
|
2.56K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
150+ 19.82% |
$58.3K - $62.6K
|
907
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
150+ 0.22% |
$58.3K - $62.6K
|
68.5K
$35.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 7.14% |
$58.3K - $62.6K
|
2.25K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
150+ 27.22% |
$58.3K - $62.6K
|
701
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
149+ 3.49% |
$57.9K - $62.2K
|
4.42K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
148+ 2.57% |
$57.5K - $61.7K
|
5.91K
$3.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
146+ 12.24% |
$56.7K - $60.9K
|
1.34K
$698K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
146+ 7.86% |
$56.7K - $60.9K
|
2K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
143+ 3.14% |
$55.6K - $59.6K
|
4.7K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
143+ 0.15% |
$55.6K - $59.6K
|
94.5K
$49.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
143+ 11.26% |
$55.6K - $59.6K
|
1.41K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
143+ 1.75% |
$55.6K - $59.6K
|
8.32K
$4.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
142+ 49.65% |
$55.2K - $59.2K
|
428
$223K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
142+ 17.73% |
$55.2K - $59.2K
|
943
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
139New |
$54K - $58K
|
139
$72.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
139+ 18.34% |
$54K - $58K
|
897
$467K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
138+ 4.6% |
$53.6K - $57.6K
|
3.14K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
137+ 19.38% |
$53.2K - $57.1K
|
844
$440K
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
137+ 0.19% |
$53.2K - $57.1K
|
73.4K
$38.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 3.88% |
$52.5K - $56.3K
|
3.62K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
135+ 3.24% |
$52.5K - $56.3K
|
4.31K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
135+ 0.78% |
$52.5K - $56.3K
|
17.4K
$9.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
135+ 1.3% |
$52.5K - $56.3K
|
10.5K
$5.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
135+ 1.62% |
$52.5K - $56.3K
|
8.49K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
134+ 0.26% |
$52.1K - $55.9K
|
51.7K
$27M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
133+ 38.44% |
$51.7K - $55.5K
|
479
$250K
|