Purchases and Sales Made in Q4 2022 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 2022. 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 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
550+ 28.9% |
$157K - $199K
|
2.45K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
549+ 8.89% |
$157K - $198K
|
6.73K
$3.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
544+ 14.45% |
$156K - $196K
|
4.31K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
542+ 9.24% |
$155K - $196K
|
6.41K
$3.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
540New |
$154K - $195K
|
540
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
537New |
$154K - $194K
|
537
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537New |
$154K - $194K
|
537
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
537+ 22.92% |
$154K - $194K
|
2.88K
$1.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
534+ 3.72% |
$153K - $193K
|
14.9K
$7.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
532+ 24.48% |
$152K - $192K
|
2.71K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
530New |
$152K - $191K
|
530
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
530+ 0.41% |
$152K - $191K
|
129K
$67.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
528New |
$151K - $191K
|
528
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
521+ 17.51% |
$149K - $188K
|
3.5K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
518+ 11.19% |
$148K - $187K
|
5.15K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
513+ 34.52% |
$147K - $185K
|
2K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
509+ 7.61% |
$146K - $184K
|
7.2K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
508+ 27.08% |
$145K - $183K
|
2.38K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
507+ 8.68% |
$145K - $183K
|
6.35K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
504+ 2.01% |
$144K - $182K
|
25.6K
$13.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
502New |
$144K - $181K
|
502
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
500+ 2.73% |
$143K - $181K
|
18.8K
$9.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
500+ 1.41% |
$143K - $181K
|
35.9K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
498+ 3.59% |
$142K - $180K
|
14.4K
$7.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
496+ 8.91% |
$142K - $179K
|
6.06K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
482+ 8.92% |
$138K - $174K
|
5.89K
$3.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
480+ 0.79% |
$137K - $173K
|
61.2K
$31.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
476+ 9.85% |
$136K - $172K
|
5.31K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
474+ 10.53% |
$136K - $171K
|
4.98K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
473+ 22.52% |
$135K - $171K
|
2.57K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
467+ 4.49% |
$134K - $169K
|
10.9K
$5.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
466+ 5.12% |
$133K - $168K
|
9.57K
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
463+ 10.35% |
$132K - $167K
|
4.94K
$2.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
460+ 7.53% |
$132K - $166K
|
6.57K
$3.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
457+ 4.19% |
$131K - $165K
|
11.4K
$5.93M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
457+ 74.31% |
$131K - $165K
|
1.07K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
455+ 48.82% |
$130K - $164K
|
1.39K
$723K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
451+ 6.93% |
$129K - $163K
|
6.96K
$3.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
451+ 2.9% |
$129K - $163K
|
16K
$8.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
447+ 41.12% |
$128K - $161K
|
1.53K
$799K
|
|
|
Feb 01, 2023
Q4 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
446+ 0.91% |
$128K - $161K
|
49.7K
$25.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
442+ 11.48% |
$126K - $160K
|
4.29K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
440+ 7.37% |
$126K - $159K
|
6.41K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
439New |
$126K - $159K
|
439
$229K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
432New |
$124K - $156K
|
432
$225K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
429+ 16.17% |
$123K - $155K
|
3.08K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
429+ 0.08% |
$123K - $155K
|
527K
$275M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
428+ 2.84% |
$122K - $155K
|
15.5K
$8.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
427+ 6.06% |
$122K - $154K
|
7.47K
$3.89M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
422+ 14.57% |
$121K - $152K
|
3.32K
$1.73M
|