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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
155+ 25.96% |
$56.4K - $66.1K
|
752
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
155+ 13.26% |
$56.4K - $66.1K
|
1.32K
$690K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
154+ 34.45% |
$56.1K - $65.7K
|
601
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
154+ 0.38% |
$56.1K - $65.7K
|
40.9K
$21.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
153+ 14.17% |
$55.7K - $65.3K
|
1.23K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
153New |
$55.7K - $65.3K
|
153
$79.7K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
152+ 11.15% |
$55.3K - $64.8K
|
1.52K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
152+ 1.53% |
$55.3K - $64.8K
|
10.1K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
151+ 8.76% |
$55K - $64.4K
|
1.87K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
151+ 0.24% |
$55K - $64.4K
|
63.8K
$33.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
150+ 1.2% |
$54.6K - $64K
|
12.6K
$6.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
150+ 272.73% |
$54.6K - $64K
|
205
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
149+ 5.11% |
$54.2K - $63.5K
|
3.07K
$1.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
148+ 400.0% |
$53.9K - $63.1K
|
185
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
147+ 7.58% |
$53.5K - $62.7K
|
2.09K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
145+ 2.74% |
$52.8K - $61.8K
|
5.43K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
144+ 11.21% |
$52.4K - $61.4K
|
1.43K
$744K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
144+ 5.62% |
$52.4K - $61.4K
|
2.71K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
142+ 2.51% |
$51.7K - $60.6K
|
5.79K
$3.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
140+ 200.0% |
$51K - $59.7K
|
210
$109K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
140+ 11.8% |
$51K - $59.7K
|
1.33K
$691K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
138+ 2.99% |
$50.2K - $58.9K
|
4.76K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
138+ 4.09% |
$50.2K - $58.9K
|
3.51K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
137+ 1.1% |
$49.9K - $58.4K
|
12.6K
$6.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
137+ 8.59% |
$49.9K - $58.4K
|
1.73K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
137+ 6.33% |
$49.9K - $58.4K
|
2.3K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
136+ 4.33% |
$49.5K - $58K
|
3.28K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
135+ 3.28% |
$49.2K - $57.6K
|
4.26K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
135+ 4.8% |
$49.2K - $57.6K
|
2.95K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
132+ 25.1% |
$48.1K - $56.3K
|
658
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
132+ 8.67% |
$48.1K - $56.3K
|
1.66K
$862K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
131+ 2.91% |
$47.7K - $55.9K
|
4.64K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
131+ 3.23% |
$47.7K - $55.9K
|
4.19K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
131+ 15.9% |
$47.7K - $55.9K
|
955
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
130+ 1.74% |
$47.3K - $55.4K
|
7.58K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
130+ 1.29% |
$47.3K - $55.4K
|
10.2K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
130+ 1.65% |
$47.3K - $55.4K
|
8.03K
$4.18M
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
130+ 0.68% |
$47.3K - $55.4K
|
19.2K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
130New |
$47.3K - $55.4K
|
130
$67.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
126+ 7.6% |
$45.9K - $53.7K
|
1.78K
$929K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
125+ 0.4% |
$45.5K - $53.3K
|
31.7K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
125+ 9.85% |
$45.5K - $53.3K
|
1.39K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
125+ 0.89% |
$45.5K - $53.3K
|
14.2K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
122+ 11.71% |
$44.4K - $52K
|
1.16K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
120New |
$43.7K - $51.2K
|
120
$62.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
120+ 5.45% |
$43.7K - $51.2K
|
2.32K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
118+ 20.31% |
$43K - $50.3K
|
699
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
117+ 17.08% |
$42.6K - $49.9K
|
802
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
117+ 3.21% |
$42.6K - $49.9K
|
3.76K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
117+ 11.69% |
$42.6K - $49.9K
|
1.12K
$583K
|