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 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
42+ 2.79% |
$12K - $15.2K
|
1.55K
$808K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
42+ 0.12% |
$12K - $15.2K
|
36.5K
$19M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
42+ 3.34% |
$12K - $15.2K
|
1.3K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
42+ 0.08% |
$12K - $15.2K
|
53K
$27.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 0.49% |
$11.7K - $14.8K
|
8.45K
$4.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Troy Asset Management LTD
|
BUY
|
- |
41+ 0.03% |
$11.7K - $14.8K
|
159K
$82.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
41+ 2.23% |
$11.7K - $14.8K
|
1.88K
$981K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
41+ 2.61% |
$11.7K - $14.8K
|
1.61K
$839K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 2.22% |
$11.4K - $14.4K
|
1.84K
$959K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
40New |
$11.4K - $14.4K
|
40
$20.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
40+ 0.77% |
$11.4K - $14.4K
|
5.26K
$2.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
40+ 1.23% |
$11.4K - $14.4K
|
3.29K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
39+ 2.34% |
$11.2K - $14.1K
|
1.7K
$888K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
38+ 0.3% |
$10.9K - $13.7K
|
12.8K
$6.69M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
38+ 0.21% |
$10.9K - $13.7K
|
18.3K
$9.53M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
38+ 2.07% |
$10.9K - $13.7K
|
1.87K
$977K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
37+ 2.69% |
$10.6K - $13.4K
|
1.41K
$735K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
37+ 0.5% |
$10.6K - $13.4K
|
7.39K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
BUY
|
- |
37+ 0.1% |
$10.6K - $13.4K
|
37.4K
$19.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
37+ 1.45% |
$10.6K - $13.4K
|
2.59K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
36+ 4.12% |
$10.3K - $13K
|
910
$474K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
36+ 1.87% |
$10.3K - $13K
|
1.96K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
35+ 10.32% |
$10K - $12.6K
|
374
$195K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
35+ 1.46% |
$10K - $12.6K
|
2.43K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 4.44% |
$10K - $12.6K
|
823
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 8.33% |
$10K - $12.6K
|
455
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
35+ 2.29% |
$10K - $12.6K
|
1.56K
$815K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
34+ 2.79% |
$9.73K - $12.3K
|
1.25K
$653K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
34+ 0.46% |
$9.73K - $12.3K
|
7.35K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34+ 2.35% |
$9.73K - $12.3K
|
1.48K
$771K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33+ 3.27% |
$9.44K - $11.9K
|
1.04K
$542K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 4.01% |
$9.44K - $11.9K
|
856
$446K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
33New |
$9.44K - $11.9K
|
33
$17.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
33+ 0.12% |
$9.44K - $11.9K
|
27.1K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
33+ 3.21% |
$9.44K - $11.9K
|
1.06K
$552K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
32+ 0.57% |
$9.15K - $11.6K
|
5.69K
$2.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
32New |
$9.15K - $11.6K
|
32
$16.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
32+ 1.68% |
$9.15K - $11.6K
|
1.94K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
32+ 0.43% |
$9.15K - $11.6K
|
7.45K
$3.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31New |
$8.87K - $11.2K
|
31
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
31New |
$8.87K - $11.2K
|
31
$16.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
30+ 0.64% |
$8.58K - $10.8K
|
4.73K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
30+ 0.04% |
$8.58K - $10.8K
|
75.4K
$39.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
29+ 2.12% |
$8.3K - $10.5K
|
1.4K
$727K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
29+ 21.17% |
$8.3K - $10.5K
|
166
$86.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
29+ 1.76% |
$8.3K - $10.5K
|
1.68K
$874K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
28+ 7.78% |
$8.01K - $10.1K
|
388
$202K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$8.01K - $10.1K
|
28
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28New |
$8.01K - $10.1K
|
28
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
28+ 0.14% |
$8.01K - $10.1K
|
20.1K
$10.5M
|