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 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
207+ 4.64% |
$75.4K - $88.3K
|
4.67K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
205+ 3.5% |
$74.6K - $87.4K
|
6.06K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
204+ 3.29% |
$74.3K - $87K
|
6.41K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
203+ 3.1% |
$73.9K - $86.6K
|
6.76K
$3.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$72.8K - $85.3K
|
200
$104K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
200+ 2.56% |
$72.8K - $85.3K
|
8K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
200+ 2.56% |
$72.8K - $85.3K
|
8K
$4.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
198New |
$72.1K - $84.4K
|
198
$103K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 14.88% |
$71.7K - $84K
|
1.52K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
197New |
$71.7K - $84K
|
197
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
196+ 28.7% |
$71.4K - $83.6K
|
879
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 5.86% |
$71.4K - $83.6K
|
3.54K
$1.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
195+ 0.62% |
$71K - $83.2K
|
31.4K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
195+ 23.16% |
$71K - $83.2K
|
1.04K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 1.23% |
$71K - $83.2K
|
16K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
195+ 12.36% |
$71K - $83.2K
|
1.77K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
195+ 0.32% |
$71K - $83.2K
|
61.3K
$31.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
192+ 2.33% |
$69.9K - $81.9K
|
8.44K
$4.4M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
186+ 3.53% |
$67.7K - $79.3K
|
5.46K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
186+ 0.75% |
$67.7K - $79.3K
|
25K
$13M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
185New |
$67.4K - $78.9K
|
185
$96.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
183+ 4.98% |
$66.6K - $78.1K
|
3.86K
$2.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
182+ 7.22% |
$66.3K - $77.6K
|
2.7K
$1.41M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
180+ 4.94% |
$65.5K - $76.8K
|
3.83K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
180+ 7.36% |
$65.5K - $76.8K
|
2.63K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
178+ 4.56% |
$64.8K - $75.9K
|
4.08K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
177+ 7.16% |
$64.4K - $75.5K
|
2.65K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
175+ 27.3% |
$63.7K - $74.6K
|
816
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
175+ 12.25% |
$63.7K - $74.6K
|
1.6K
$835K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
174+ 7.28% |
$63.3K - $74.2K
|
2.56K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
172+ 1.58% |
$62.6K - $73.4K
|
11.1K
$5.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
170+ 39.72% |
$61.9K - $72.5K
|
598
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
169+ 16.65% |
$61.5K - $72.1K
|
1.18K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
169+ 1.01% |
$61.5K - $72.1K
|
16.9K
$8.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
168+ 1.18% |
$61.2K - $71.7K
|
14.4K
$7.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
168+ 8.71% |
$61.2K - $71.7K
|
2.1K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
167+ 5.39% |
$60.8K - $71.2K
|
3.27K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
167+ 5.2% |
$60.8K - $71.2K
|
3.38K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
167+ 6.62% |
$60.8K - $71.2K
|
2.69K
$1.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
166+ 1.03% |
$60.4K - $70.8K
|
16.4K
$8.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
162+ 0.04% |
$59K - $69.1K
|
448K
$234M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
161New |
$58.6K - $68.7K
|
161
$83.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.03% |
$58.6K - $68.7K
|
8.1K
$4.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
160+ 3.17% |
$58.3K - $68.2K
|
5.21K
$2.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
160+ 14.64% |
$58.3K - $68.2K
|
1.25K
$653K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
159+ 11.56% |
$57.9K - $67.8K
|
1.54K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
158+ 7.1% |
$57.5K - $67.4K
|
2.38K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
157+ 0.56% |
$57.2K - $67K
|
28.3K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
156+ 4.15% |
$56.8K - $66.5K
|
3.92K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
156+ 0.11% |
$56.8K - $66.5K
|
138K
$72M
|