Purchases and Sales Made in Q4 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 2023. 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 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
339+ 6.64% |
$123K - $145K
|
5.44K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
339+ 10.04% |
$123K - $145K
|
3.72K
$1.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
338+ 12.38% |
$123K - $144K
|
3.07K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
338New |
$123K - $144K
|
338
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
338+ 37.39% |
$123K - $144K
|
1.24K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
337+ 1.3% |
$123K - $144K
|
26.3K
$13.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
336+ 11.93% |
$122K - $143K
|
3.15K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
336+ 0.55% |
$122K - $143K
|
61.5K
$32M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
334+ 16.67% |
$122K - $142K
|
2.34K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
333+ 7.99% |
$121K - $142K
|
4.5K
$2.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
333+ 26.24% |
$121K - $142K
|
1.6K
$835K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
333+ 48.19% |
$121K - $142K
|
1.02K
$534K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
331+ 1576.19% |
$121K - $141K
|
352
$183K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
330+ 60.66% |
$120K - $141K
|
874
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
329+ 20.96% |
$120K - $140K
|
1.9K
$990K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
327+ 9.15% |
$119K - $139K
|
3.9K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
327New |
$119K - $139K
|
327
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
327+ 32.22% |
$119K - $139K
|
1.34K
$699K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
319New |
$116K - $136K
|
319
$166K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
316+ 13.33% |
$115K - $135K
|
2.69K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
311+ 3.06% |
$113K - $133K
|
10.5K
$5.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
311New |
$113K - $133K
|
311
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
309+ 3.29% |
$113K - $132K
|
9.69K
$5.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
306+ 4.55% |
$111K - $131K
|
7.04K
$3.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
306+ 5.74% |
$111K - $131K
|
5.64K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
306+ 25.23% |
$111K - $131K
|
1.52K
$792K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$111K - $130K
|
305
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
303+ 2.77% |
$110K - $129K
|
11.2K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
300New |
$109K - $128K
|
300
$156K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
298+ 9.87% |
$108K - $127K
|
3.32K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
298+ 4.37% |
$108K - $127K
|
7.11K
$3.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
295+ 4.04% |
$107K - $126K
|
7.6K
$3.96M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
293+ 8.49% |
$107K - $125K
|
3.74K
$1.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
292+ 11.52% |
$106K - $125K
|
2.83K
$1.47M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
292+ 7.67% |
$106K - $125K
|
4.1K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
291+ 19.12% |
$106K - $124K
|
1.81K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
290+ 12.74% |
$106K - $124K
|
2.57K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
290+ 1.34% |
$106K - $124K
|
22K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
289+ 0.58% |
$105K - $123K
|
50.4K
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
285+ 4.51% |
$104K - $122K
|
6.61K
$3.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
284+ 33.65% |
$103K - $121K
|
1.13K
$588K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
280+ 325.58% |
$102K - $119K
|
366
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
280+ 12.57% |
$102K - $119K
|
2.51K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
280+ 5.94% |
$102K - $119K
|
5K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
276+ 14.88% |
$100K - $118K
|
2.13K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
275+ 0.21% |
$100K - $117K
|
130K
$67.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
274+ 10.57% |
$99.8K - $117K
|
2.87K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
274+ 2.83% |
$99.8K - $117K
|
9.96K
$5.19M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
274+ 5.52% |
$99.8K - $117K
|
5.24K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
269+ 2.2% |
$97.9K - $115K
|
12.5K
$6.52M
|