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
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
263+ 40.78% |
$80.6K - $97.2K
|
908
$473K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
263+ 81.17% |
$80.6K - $97.2K
|
587
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
258+ 2.18% |
$79K - $95.3K
|
12.1K
$6.31M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
258New |
$79K - $95.3K
|
258
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
256+ 16.81% |
$78.4K - $94.6K
|
1.78K
$927K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
254+ 2.3% |
$77.8K - $93.9K
|
11.3K
$5.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
254+ 20.75% |
$77.8K - $93.9K
|
1.48K
$770K
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
252+ 6.87% |
$77.2K - $93.1K
|
3.92K
$2.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
250+ 8.42% |
$76.6K - $92.4K
|
3.22K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
248+ 1.76% |
$76K - $91.7K
|
14.4K
$7.48M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
247+ 1.74% |
$75.7K - $91.3K
|
14.5K
$7.53M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
245+ 2.64% |
$75K - $90.5K
|
9.53K
$4.96M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
245New |
$75K - $90.5K
|
245
$128K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
244+ 4.15% |
$74.7K - $90.2K
|
6.12K
$3.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
244+ 31.4% |
$74.7K - $90.2K
|
1.02K
$532K
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
243+ 0.16% |
$74.4K - $89.8K
|
154K
$80.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
242+ 37.64% |
$74.1K - $89.4K
|
885
$461K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
240+ 13.89% |
$73.5K - $88.7K
|
1.97K
$1.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
240+ 9.68% |
$73.5K - $88.7K
|
2.72K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
239+ 0.21% |
$73.2K - $88.3K
|
115K
$59.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
239+ 5.53% |
$73.2K - $88.3K
|
4.56K
$2.38M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 3.72% |
$72.6K - $87.6K
|
6.62K
$3.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
234+ 8.12% |
$71.7K - $86.5K
|
3.12K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
232+ 9.71% |
$71.1K - $85.7K
|
2.62K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
230+ 6.06% |
$70.4K - $85K
|
4.03K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
230+ 5.43% |
$70.4K - $85K
|
4.47K
$2.33M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
230New |
$70.4K - $85K
|
230
$120K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
228+ 10.85% |
$69.8K - $84.3K
|
2.33K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
228+ 11.18% |
$69.8K - $84.3K
|
2.27K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
224+ 5.06% |
$68.6K - $82.8K
|
4.65K
$2.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
223+ 18.01% |
$68.3K - $82.4K
|
1.46K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
219+ 25.67% |
$67.1K - $80.9K
|
1.07K
$559K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
219+ 5.94% |
$67.1K - $80.9K
|
3.91K
$2.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
219+ 18.48% |
$67.1K - $80.9K
|
1.4K
$732K
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
219+ 6.26% |
$67.1K - $80.9K
|
3.72K
$1.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
218+ 13.85% |
$66.8K - $80.6K
|
1.79K
$934K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
218+ 7.65% |
$66.8K - $80.6K
|
3.07K
$1.6M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
218+ 8.49% |
$66.8K - $80.6K
|
2.79K
$1.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
216+ 8.12% |
$66.2K - $79.8K
|
2.88K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
216New |
$66.2K - $79.8K
|
216
$113K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
215+ 16.37% |
$65.9K - $79.5K
|
1.53K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
215+ 20.5% |
$65.9K - $79.5K
|
1.26K
$659K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
215+ 13.78% |
$65.9K - $79.5K
|
1.78K
$925K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
214+ 3.56% |
$65.5K - $79.1K
|
6.22K
$3.24M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
213+ 0.87% |
$65.2K - $78.7K
|
24.6K
$12.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
213+ 117.03% |
$65.2K - $78.7K
|
395
$206K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
211+ 21.25% |
$64.6K - $78K
|
1.2K
$627K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
211+ 6.51% |
$64.6K - $78K
|
3.45K
$1.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
210+ 22.51% |
$64.3K - $77.6K
|
1.14K
$596K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
210+ 1.6% |
$64.3K - $77.6K
|
13.4K
$6.96M
|