Purchases and Sales Made in Q4 2021 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.01K+ 23.1% |
$308K - $372K
|
5.37K
$2.77M
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1KNew |
$306K - $370K
|
1K
$516K
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
1K+ 42.18% |
$306K - $370K
|
3.37K
$1.74M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
999New |
$306K - $369K
|
999
$516K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
997New |
$305K - $368K
|
997
$515K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
994New |
$304K - $367K
|
994
$513K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
992+ 38.52% |
$304K - $367K
|
3.57K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
982+ 21.62% |
$301K - $363K
|
5.52K
$2.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
982+ 109.72% |
$301K - $363K
|
1.88K
$969K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
981+ 23.23% |
$300K - $363K
|
5.2K
$2.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
975+ 4.78% |
$299K - $360K
|
21.4K
$11M
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
973+ 10.34% |
$298K - $360K
|
10.4K
$5.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
970New |
$297K - $358K
|
970
$501K
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
966+ 2.43% |
$296K - $357K
|
40.8K
$21.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
962New |
$295K - $356K
|
962
$497K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
959+ 10.85% |
$294K - $354K
|
9.79K
$5.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
956New |
$293K - $353K
|
956
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
951New |
$291K - $351K
|
951
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
949New |
$291K - $351K
|
949
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
948+ 0.6% |
$290K - $350K
|
159K
$82M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
947New |
$290K - $350K
|
947
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
942+ 6.68% |
$289K - $348K
|
15.1K
$7.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
938New |
$287K - $347K
|
938
$484K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
931New |
$285K - $344K
|
931
$481K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
924+ 7.64% |
$283K - $341K
|
13K
$6.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
922+ 1.7% |
$282K - $341K
|
55K
$28.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
921+ 1.55% |
$282K - $340K
|
60.2K
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
921+ 26.29% |
$282K - $340K
|
4.42K
$2.28M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
914+ 0.87% |
$280K - $338K
|
105K
$54.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
913+ 119.35% |
$280K - $337K
|
1.68K
$867K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
909New |
$278K - $336K
|
909
$469K
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
909New |
$278K - $336K
|
909
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
907+ 25.94% |
$278K - $335K
|
4.4K
$2.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
904+ 48.6% |
$277K - $334K
|
2.76K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
897New |
$275K - $331K
|
897
$463K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
896+ 20.37% |
$274K - $331K
|
5.29K
$2.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
889+ 1.54% |
$272K - $329K
|
58.5K
$30.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
886+ 5.3% |
$271K - $327K
|
17.6K
$9.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
885New |
$271K - $327K
|
885
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
884+ 5200.0% |
$271K - $327K
|
901
$465K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
883+ 9.19% |
$270K - $326K
|
10.5K
$5.42M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
883+ 21.74% |
$270K - $326K
|
4.95K
$2.55M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
878New |
$269K - $324K
|
878
$453K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
869New |
$266K - $321K
|
869
$449K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
866+ 1.03% |
$265K - $320K
|
85.1K
$43.9M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
863+ 26.32% |
$264K - $319K
|
4.14K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
859+ 51.16% |
$263K - $317K
|
2.54K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
854New |
$262K - $316K
|
854
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
853+ 1421.67% |
$261K - $315K
|
913
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
849+ 11.66% |
$260K - $314K
|
8.13K
$4.2M
|