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 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
92+ 7.14% |
$33.5K - $39.2K
|
1.38K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
92+ 12.69% |
$33.5K - $39.2K
|
817
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
90+ 18.52% |
$32.8K - $38.4K
|
576
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
90+ 0.51% |
$32.8K - $38.4K
|
17.7K
$9.21M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
90+ 1.46% |
$32.8K - $38.4K
|
6.27K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
89+ 1.0% |
$32.4K - $38K
|
8.99K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
89+ 4.23% |
$32.4K - $38K
|
2.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
89+ 8.51% |
$32.4K - $38K
|
1.14K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
88+ 1.04% |
$32K - $37.5K
|
8.58K
$4.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
87+ 3.95% |
$31.7K - $37.1K
|
2.29K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
87+ 1.24% |
$31.7K - $37.1K
|
7.1K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
87New |
$31.7K - $37.1K
|
87
$45.3K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
87+ 4.88% |
$31.7K - $37.1K
|
1.87K
$973K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
86+ 7.26% |
$31.3K - $36.7K
|
1.27K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
86+ 2.48% |
$31.3K - $36.7K
|
3.56K
$1.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
85+ 1.1% |
$30.9K - $36.3K
|
7.81K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
85+ 3.37% |
$30.9K - $36.3K
|
2.61K
$1.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
83+ 0.43% |
$30.2K - $35.4K
|
19.4K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 4.59% |
$30.2K - $35.4K
|
1.89K
$985K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
83+ 13.34% |
$30.2K - $35.4K
|
705
$367K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
83New |
$30.2K - $35.4K
|
83
$43.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
82+ 12.79% |
$29.9K - $35K
|
723
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
82+ 1.03% |
$29.9K - $35K
|
8.01K
$4.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
81+ 0.82% |
$29.5K - $34.5K
|
9.91K
$5.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 15.78% |
$29.1K - $34.1K
|
587
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
80+ 0.52% |
$29.1K - $34.1K
|
15.6K
$8.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
80+ 2.48% |
$29.1K - $34.1K
|
3.31K
$1.72M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
79+ 16.49% |
$28.8K - $33.7K
|
558
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
79+ 9.1% |
$28.8K - $33.7K
|
947
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
79+ 10.66% |
$28.8K - $33.7K
|
820
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
78New |
$28.4K - $33.3K
|
78
$40.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
77+ 0.28% |
$28K - $32.8K
|
27.8K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
77+ 0.82% |
$28K - $32.8K
|
9.47K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.45% |
$27.7K - $32.4K
|
16.8K
$8.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
76+ 2.72% |
$27.7K - $32.4K
|
2.87K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
75+ 2.86% |
$27.3K - $32K
|
2.7K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
75+ 0.67% |
$27.3K - $32K
|
11.2K
$5.84M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
75+ 14.37% |
$27.3K - $32K
|
597
$311K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
74+ 0.82% |
$26.9K - $31.6K
|
9.05K
$4.72M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
74+ 5.19% |
$26.9K - $31.6K
|
1.5K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
73+ 1.62% |
$26.6K - $31.1K
|
4.57K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72+ 2.76% |
$26.2K - $30.7K
|
2.68K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
71+ 5.46% |
$25.8K - $30.3K
|
1.37K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
71+ 1.57% |
$25.8K - $30.3K
|
4.58K
$2.39M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
71New |
$25.8K - $30.3K
|
71
$37K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
70+ 4.33% |
$25.5K - $29.9K
|
1.69K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
70+ 0.76% |
$25.5K - $29.9K
|
9.27K
$4.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 3.14% |
$25.1K - $29.4K
|
2.27K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
69+ 8.04% |
$25.1K - $29.4K
|
927
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 1.67% |
$25.1K - $29.4K
|
4.2K
$2.19M
|