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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
312+ 4.45% |
$89.2K - $113K
|
7.33K
$3.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
310+ 54.2% |
$88.7K - $112K
|
882
$466K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
310+ 5.78% |
$88.7K - $112K
|
5.67K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
308+ 0.47% |
$88.1K - $111K
|
66.4K
$35.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
307New |
$87.8K - $111K
|
307
$162K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
306+ 11.61% |
$87.5K - $111K
|
2.94K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
306+ 0.95% |
$87.5K - $111K
|
32.6K
$17.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
304New |
$87K - $110K
|
304
$161K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
304New |
$87K - $110K
|
304
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
302+ 2.16% |
$86.4K - $109K
|
14.3K
$7.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
300+ 10.0% |
$85.8K - $108K
|
3.3K
$1.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
299New |
$85.5K - $108K
|
299
$158K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
299+ 1.48% |
$85.5K - $108K
|
20.6K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
298+ 0.37% |
$85.2K - $108K
|
79.8K
$42.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
297+ 10.94% |
$85K - $107K
|
3.01K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
294+ 0.44% |
$84.1K - $106K
|
67.1K
$35.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 7.05% |
$83.5K - $105K
|
4.44K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
291+ 22.72% |
$83.2K - $105K
|
1.57K
$830K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
291+ 9.82% |
$83.2K - $105K
|
3.25K
$1.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
290+ 4.19% |
$83K - $105K
|
7.22K
$3.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
286+ 9.12% |
$81.8K - $103K
|
3.42K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
286+ 1.69% |
$81.8K - $103K
|
17.2K
$9.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
285+ 1.08% |
$81.5K - $103K
|
26.8K
$14.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
284+ 9.52% |
$81.2K - $103K
|
3.27K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
282+ 17.87% |
$80.7K - $102K
|
1.86K
$982K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
280+ 1.1% |
$80.1K - $101K
|
25.8K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
280+ 6.61% |
$80.1K - $101K
|
4.52K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
280New |
$80.1K - $101K
|
280
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
277+ 17.69% |
$79.2K - $100K
|
1.84K
$973K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
277+ 9.6% |
$79.2K - $100K
|
3.16K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
275+ 3.31% |
$78.7K - $99.3K
|
8.57K
$4.53M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
272+ 15.45% |
$77.8K - $98.2K
|
2.03K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
266+ 7.72% |
$76.1K - $96.1K
|
3.71K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
264+ 1760.0% |
$75.5K - $95.3K
|
279
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
263+ 15.77% |
$75.2K - $95K
|
1.93K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
261+ 1.81% |
$74.7K - $94.3K
|
14.7K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
259+ 16.76% |
$74.1K - $93.5K
|
1.8K
$953K
|
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
256+ 1.47% |
$73.2K - $92.5K
|
17.7K
$9.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
255+ 0.88% |
$72.9K - $92.1K
|
29.1K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
255+ 1.86% |
$72.9K - $92.1K
|
14K
$7.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
255+ 34.98% |
$72.9K - $92.1K
|
984
$520K
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
251+ 16.56% |
$71.8K - $90.7K
|
1.77K
$933K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
250+ 9.32% |
$71.5K - $90.3K
|
2.93K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
249+ 8.33% |
$71.2K - $89.9K
|
3.24K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
248New |
$70.9K - $89.6K
|
248
$131K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
247+ 7.17% |
$70.7K - $89.2K
|
3.69K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
247+ 0.25% |
$70.7K - $89.2K
|
99.4K
$52.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
241+ 1.09% |
$68.9K - $87K
|
22.3K
$11.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
239+ 8.04% |
$68.4K - $86.3K
|
3.21K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
234New |
$66.9K - $84.5K
|
234
$124K
|