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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
10+ 2.44% |
$3.06K - $3.7K
|
420
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.2% |
$3.06K - $3.7K
|
5K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.58% |
$3.06K - $3.7K
|
644
$340K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 26.32% |
$3.06K - $3.7K
|
48
$25.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 1.12% |
$2.76K - $3.33K
|
813
$429K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9+ 0.5% |
$2.76K - $3.33K
|
1.79K
$947K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
9+ 0.46% |
$2.76K - $3.33K
|
1.96K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9+ 0.47% |
$2.76K - $3.33K
|
1.94K
$1.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
8+ 0.05% |
$2.45K - $2.96K
|
14.7K
$7.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 0.72% |
$2.45K - $2.96K
|
1.12K
$589K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
8New |
$2.45K - $2.96K
|
8
$4.22K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 0.46% |
$2.14K - $2.59K
|
1.54K
$815K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
7+ 0.12% |
$2.14K - $2.59K
|
5.79K
$3.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 3.89% |
$2.14K - $2.59K
|
187
$98.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
6+ 0.69% |
$1.84K - $2.22K
|
872
$460K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.08% |
$1.84K - $2.22K
|
7.93K
$4.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6+ 0.22% |
$1.84K - $2.22K
|
2.77K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.36% |
$1.84K - $2.22K
|
1.66K
$875K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6+ 0.37% |
$1.84K - $2.22K
|
1.63K
$861K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.99% |
$1.53K - $1.85K
|
508
$268K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.24% |
$1.53K - $1.85K
|
2.09K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5+ 0.37% |
$1.53K - $1.85K
|
1.36K
$720K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$1.53K - $1.85K
|
5
$2.64K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.73% |
$1.53K - $1.85K
|
690
$364K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.53K - $1.85K
|
1.54K
$813K
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 45.45% |
$1.53K - $1.85K
|
16
$8.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5+ 0.21% |
$1.53K - $1.85K
|
2.39K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 1.34% |
$1.53K - $1.85K
|
378
$200K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.33% |
$1.23K - $1.48K
|
1.22K
$642K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$1.23K - $1.48K
|
1.02K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4+ 0.16% |
$1.23K - $1.48K
|
2.45K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4New |
$1.23K - $1.48K
|
4
$2.11K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
3+ 0.21% |
$919 - $1.11K
|
1.45K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3New |
$919 - $1.11K
|
3
$1.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$919 - $1.11K
|
1.41K
$746K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
3+ 0.19% |
$919 - $1.11K
|
1.6K
$844K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.14% |
$919 - $1.11K
|
2.12K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.17% |
$919 - $1.11K
|
1.81K
$957K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.11% |
$919 - $1.11K
|
2.66K
$1.4M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.17% |
$919 - $1.11K
|
1.81K
$957K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$613 - $739
|
5.42K
$2.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.19% |
$613 - $739
|
1.05K
$552K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$613 - $739
|
1.03K
$545K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.13% |
$613 - $739
|
1.6K
$845K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
2+ 0.13% |
$613 - $739
|
1.57K
$831K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$613 - $739
|
7.68K
$4.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 4.44% |
$613 - $739
|
47
$24.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.06% |
$306 - $370
|
1.61K
$847K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.1% |
$306 - $370
|
982
$519K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.07% |
$306 - $370
|
1.5K
$792K
|