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 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
230+ 24.16% |
$65.8K - $83.1K
|
1.18K
$616K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
229+ 20.84% |
$65.5K - $82.7K
|
1.33K
$692K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
229+ 12.86% |
$65.5K - $82.7K
|
2.01K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
223+ 5.25% |
$63.8K - $80.5K
|
4.47K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
222+ 49.33% |
$63.5K - $80.2K
|
672
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
220+ 4.52% |
$62.9K - $79.5K
|
5.09K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
220+ 12.72% |
$62.9K - $79.5K
|
1.95K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
217+ 17.03% |
$62.1K - $78.4K
|
1.49K
$777K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
216+ 53.33% |
$61.8K - $78K
|
621
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
216+ 10.66% |
$61.8K - $78K
|
2.24K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
214+ 9.79% |
$61.2K - $77.3K
|
2.4K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
214+ 23.86% |
$61.2K - $77.3K
|
1.11K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
212+ 13.5% |
$60.6K - $76.6K
|
1.78K
$929K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
211+ 0.4% |
$60.4K - $76.2K
|
53.1K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
209+ 1.27% |
$59.8K - $75.5K
|
16.7K
$8.71M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
207+ 4.95% |
$59.2K - $74.8K
|
4.39K
$2.29M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
205+ 2.46% |
$58.6K - $74K
|
8.55K
$4.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
205+ 1.05% |
$58.6K - $74K
|
19.8K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
205+ 27.01% |
$58.6K - $74K
|
964
$502K
|
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
205+ 1.39% |
$58.6K - $74K
|
14.9K
$7.78M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203New |
$58.1K - $73.3K
|
203
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
201+ 2.52% |
$57.5K - $72.6K
|
8.19K
$4.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$57.2K - $72.2K
|
200
$104K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.37% |
$57.2K - $72.2K
|
54.8K
$28.6M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.05% |
$57.2K - $72.2K
|
368K
$192M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
200+ 5.25% |
$57.2K - $72.2K
|
4.01K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
199+ 8.15% |
$56.9K - $71.9K
|
2.64K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
199+ 31.89% |
$56.9K - $71.9K
|
823
$429K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
197+ 0.62% |
$56.4K - $71.2K
|
31.8K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
197+ 0.72% |
$56.4K - $71.2K
|
27.4K
$14.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
195+ 8.14% |
$55.8K - $70.4K
|
2.59K
$1.35M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
192+ 15.78% |
$54.9K - $69.3K
|
1.41K
$734K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
190+ 8.49% |
$54.3K - $68.6K
|
2.43K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
190+ 19.83% |
$54.3K - $68.6K
|
1.15K
$598K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
187+ 19.91% |
$53.5K - $67.5K
|
1.13K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
186+ 0.46% |
$53.2K - $67.2K
|
40.8K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
183+ 10.19% |
$52.3K - $66.1K
|
1.98K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
182+ 3.81% |
$52.1K - $65.7K
|
4.96K
$2.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
182+ 0.3% |
$52.1K - $65.7K
|
60.9K
$31.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
179+ 3.77% |
$51.2K - $64.6K
|
4.92K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
178+ 6.95% |
$50.9K - $64.3K
|
2.74K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
176+ 2.74% |
$50.3K - $63.6K
|
6.6K
$3.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
176+ 1.94% |
$50.3K - $63.6K
|
9.24K
$4.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
175+ 19.57% |
$50.1K - $63.2K
|
1.07K
$557K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 5.94% |
$49.8K - $62.8K
|
3.1K
$1.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
173+ 18.0% |
$49.5K - $62.5K
|
1.13K
$591K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
171+ 1.56% |
$48.9K - $61.8K
|
11.1K
$5.8M
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
170+ 0.46% |
$48.6K - $61.4K
|
37.2K
$19.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
168+ 14.87% |
$48.1K - $60.7K
|
1.3K
$676K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
167+ 9.46% |
$47.8K - $60.3K
|
1.93K
$1.01M
|