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 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
52+ 1.12% |
$18.9K - $22.2K
|
4.68K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 6.85% |
$18.9K - $22.2K
|
811
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
51+ 2.22% |
$18.6K - $21.8K
|
2.35K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 1.51% |
$18.2K - $21.3K
|
3.36K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
50+ 1.28% |
$18.2K - $21.3K
|
3.94K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 5.57% |
$18.2K - $21.3K
|
947
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
50+ 1.35% |
$18.2K - $21.3K
|
3.75K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 4.44% |
$18.2K - $21.3K
|
1.18K
$613K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
49+ 10.32% |
$17.8K - $20.9K
|
524
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
49New |
$17.8K - $20.9K
|
49
$25.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 1.89% |
$17.8K - $20.9K
|
2.64K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
48+ 1.45% |
$17.5K - $20.5K
|
3.36K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
48+ 4.5% |
$17.5K - $20.5K
|
1.12K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
48+ 11.76% |
$17.5K - $20.5K
|
456
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
47+ 6.72% |
$17.1K - $20K
|
746
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
47+ 2.22% |
$17.1K - $20K
|
2.17K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
47+ 6.42% |
$17.1K - $20K
|
779
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
47+ 3.13% |
$17.1K - $20K
|
1.55K
$806K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
46+ 1.23% |
$16.7K - $19.6K
|
3.77K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 0.58% |
$16.7K - $19.6K
|
8.05K
$4.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
46+ 6.99% |
$16.7K - $19.6K
|
704
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
45+ 1.99% |
$16.4K - $19.2K
|
2.31K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
45+ 3.19% |
$16.4K - $19.2K
|
1.45K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
45+ 300.0% |
$16.4K - $19.2K
|
60
$31.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
44+ 4.49% |
$16K - $18.8K
|
1.02K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
44+ 6.07% |
$16K - $18.8K
|
769
$401K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
43+ 1.09% |
$15.7K - $18.3K
|
4.01K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
43+ 3.07% |
$15.7K - $18.3K
|
1.44K
$752K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
42+ 0.29% |
$15.3K - $17.9K
|
14.4K
$7.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
42+ 1.11% |
$15.3K - $17.9K
|
3.83K
$2M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 12.46% |
$15.3K - $17.9K
|
379
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
41+ 3.31% |
$14.9K - $17.5K
|
1.28K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 10.68% |
$14.9K - $17.5K
|
425
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
41New |
$14.9K - $17.5K
|
41
$21.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$14.9K - $17.5K
|
41
$21.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40+ 3.31% |
$14.6K - $17.1K
|
1.25K
$651K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
40+ 0.8% |
$14.6K - $17.1K
|
5.02K
$2.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
40+ 4.07% |
$14.6K - $17.1K
|
1.02K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 1.53% |
$14.6K - $17.1K
|
2.66K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
40+ 1.01% |
$14.6K - $17.1K
|
4K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$14.6K - $17.1K
|
40
$20.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
38+ 0.42% |
$13.8K - $16.2K
|
9.13K
$4.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
38+ 6.2% |
$13.8K - $16.2K
|
651
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
38+ 1.53% |
$13.8K - $16.2K
|
2.52K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37New |
$13.5K - $15.8K
|
37
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37+ 0.23% |
$13.5K - $15.8K
|
15.8K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.81% |
$13.5K - $15.8K
|
4.59K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$13.1K - $15.4K
|
36
$18.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
36+ 1.1% |
$13.1K - $15.4K
|
3.3K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 3.46% |
$13.1K - $15.4K
|
1.08K
$561K
|