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 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
440New |
$135K - $163K
|
440
$232K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
435+ 8.79% |
$133K - $161K
|
5.38K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
435New |
$133K - $161K
|
435
$230K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
432+ 0.53% |
$132K - $160K
|
82.6K
$43.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
431+ 24.86% |
$132K - $159K
|
2.17K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
431+ 36.07% |
$132K - $159K
|
1.63K
$859K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
430+ 57.26% |
$132K - $159K
|
1.18K
$624K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
429+ 6.04% |
$131K - $159K
|
7.53K
$3.98M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
427+ 21.34% |
$131K - $158K
|
2.43K
$1.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
421+ 3.67% |
$129K - $156K
|
11.9K
$6.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
419+ 14.78% |
$128K - $155K
|
3.25K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
419+ 19.76% |
$128K - $155K
|
2.54K
$1.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
418+ 10.58% |
$128K - $154K
|
4.37K
$2.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
417+ 0.82% |
$128K - $154K
|
51.4K
$27.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
416New |
$127K - $154K
|
416
$220K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
412+ 3.57% |
$126K - $152K
|
12K
$6.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
412+ 23.38% |
$126K - $152K
|
2.17K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Ns Partners LTD
|
BUY
|
- |
412+ 0.34% |
$126K - $152K
|
121K
$64M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
410+ 5.71% |
$126K - $152K
|
7.59K
$4.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
409+ 3.3% |
$125K - $151K
|
12.8K
$6.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
408+ 2.18% |
$125K - $151K
|
19.2K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
397+ 8.21% |
$122K - $147K
|
5.23K
$2.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
395+ 47.48% |
$121K - $146K
|
1.23K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
395+ 2.31% |
$121K - $146K
|
17.5K
$9.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
390New |
$119K - $144K
|
390
$206K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
385+ 0.88% |
$118K - $142K
|
44.2K
$23.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
385+ 3.4% |
$118K - $142K
|
11.7K
$6.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
383+ 3.47% |
$117K - $142K
|
11.4K
$6.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
383+ 13.25% |
$117K - $142K
|
3.27K
$1.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
381+ 48.91% |
$117K - $141K
|
1.16K
$613K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
378+ 35.36% |
$116K - $140K
|
1.45K
$764K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
375+ 8.16% |
$115K - $139K
|
4.97K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
375+ 8.43% |
$115K - $139K
|
4.82K
$2.55M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
373+ 8.33% |
$114K - $138K
|
4.85K
$2.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
373+ 62.17% |
$114K - $138K
|
973
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
372+ 14.9% |
$114K - $137K
|
2.87K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
370+ 4.92% |
$113K - $137K
|
7.9K
$4.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
370+ 29.37% |
$113K - $137K
|
1.63K
$861K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
364+ 20.22% |
$111K - $135K
|
2.16K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
363+ 10.57% |
$111K - $134K
|
3.8K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
363+ 0.23% |
$111K - $134K
|
159K
$83.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
362+ 30.6% |
$111K - $134K
|
1.55K
$816K
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
361+ 2.97% |
$111K - $133K
|
12.5K
$6.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
359New |
$110K - $133K
|
359
$190K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
359+ 20.69% |
$110K - $133K
|
2.09K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
359+ 7.41% |
$110K - $133K
|
5.2K
$2.75M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
358+ 42.72% |
$110K - $132K
|
1.2K
$632K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
355+ 5.91% |
$109K - $131K
|
6.36K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
354+ 6.32% |
$108K - $131K
|
5.95K
$3.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
352+ 5.89% |
$108K - $130K
|
6.32K
$3.34M
|