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 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
141+ 3.21% |
$43.2K - $52.1K
|
4.54K
$2.29M
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
140+ 23.73% |
$42.9K - $51.7K
|
730
$368K
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
140+ 4.2% |
$42.9K - $51.7K
|
3.47K
$1.75M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
140+ 19.75% |
$42.9K - $51.7K
|
849
$428K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
138New |
$42.3K - $51K
|
138
$69.6K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
137+ 0.33% |
$42K - $50.6K
|
41.7K
$21.1M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
137+ 6.84% |
$42K - $50.6K
|
2.14K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
137+ 7.81% |
$42K - $50.6K
|
1.89K
$954K
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
136+ 5.42% |
$41.7K - $50.3K
|
2.65K
$1.34M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
136+ 1.4% |
$41.7K - $50.3K
|
9.88K
$4.99M
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
135+ 1.04% |
$41.3K - $49.9K
|
13.1K
$6.63M
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
134+ 2.68% |
$41K - $49.5K
|
5.13K
$2.59M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
132+ 3.16% |
$40.4K - $48.8K
|
4.31K
$2.17M
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
132+ 12.69% |
$40.4K - $48.8K
|
1.17K
$591K
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
131+ 0.13% |
$40.1K - $48.4K
|
99.1K
$50M
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
131+ 18.02% |
$40.1K - $48.4K
|
858
$433K
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130+ 2.81% |
$39.8K - $48K
|
4.75K
$2.4M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
129+ 1.31% |
$39.5K - $47.7K
|
9.94K
$5.02M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 4.26% |
$39.2K - $47.3K
|
3.13K
$1.58M
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
128+ 0.6% |
$39.2K - $47.3K
|
21.5K
$10.8M
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
127+ 1.51% |
$38.9K - $46.9K
|
8.53K
$4.31M
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
127New |
$38.9K - $46.9K
|
127
$64.1K
|
|
Jan 25, 2022
Q4 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
127+ 0.76% |
$38.9K - $46.9K
|
16.8K
$8.46M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
127+ 18.17% |
$38.9K - $46.9K
|
826
$417K
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
127+ 8.48% |
$38.9K - $46.9K
|
1.62K
$820K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
126+ 9.18% |
$38.6K - $46.6K
|
1.5K
$757K
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
126New |
$38.6K - $46.6K
|
126
$63.6K
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
124+ 15.5% |
$38K - $45.8K
|
924
$466K
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
121+ 8.59% |
$37.1K - $44.7K
|
1.53K
$772K
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
121+ 0.65% |
$37.1K - $44.7K
|
18.7K
$9.46M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
120+ 0.23% |
$36.8K - $44.3K
|
52.8K
$26.6M
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
119+ 0.77% |
$36.4K - $44K
|
15.7K
$7.9M
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
119+ 5.03% |
$36.4K - $44K
|
2.48K
$1.25M
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
119+ 4.29% |
$36.4K - $44K
|
2.89K
$1.46M
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
118+ 0.22% |
$36.1K - $43.6K
|
54.8K
$27.7M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116+ 7.07% |
$35.5K - $42.9K
|
1.76K
$886K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
116+ 2.57% |
$35.5K - $42.9K
|
4.62K
$2.33M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116+ 3.12% |
$35.5K - $42.9K
|
3.83K
$1.93M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
116+ 16.67% |
$35.5K - $42.9K
|
812
$410K
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
115+ 2.82% |
$35.2K - $42.5K
|
4.19K
$2.12M
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
115+ 12.14% |
$35.2K - $42.5K
|
1.06K
$536K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
114+ 18.69% |
$34.9K - $42.1K
|
724
$365K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
112+ 1.61% |
$34.3K - $41.4K
|
7.07K
$3.57M
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
112+ 3.06% |
$34.3K - $41.4K
|
3.78K
$1.91M
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
110New |
$33.7K - $40.7K
|
110
$55.5K
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
109New |
$33.4K - $40.3K
|
109
$55K
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
109+ 1.17% |
$33.4K - $40.3K
|
9.43K
$4.76M
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
108+ 0.41% |
$33.1K - $39.9K
|
26.2K
$13.2M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
107+ 12.54% |
$32.8K - $39.5K
|
960
$484K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106+ 7.22% |
$32.5K - $39.2K
|
1.57K
$794K
|