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 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12+ 1.17% |
$4.37K - $5.12K
|
1.04K
$540K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
11+ 1.45% |
$4K - $4.69K
|
771
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11New |
$4K - $4.69K
|
11
$5.73K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$4K - $4.69K
|
11
$5.73K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 1.26% |
$3.64K - $4.27K
|
806
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
10+ 0.25% |
$3.64K - $4.27K
|
3.95K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10+ 0.4% |
$3.64K - $4.27K
|
2.49K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9+ 1.17% |
$3.28K - $3.84K
|
778
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
9+ 0.3% |
$3.28K - $3.84K
|
3.03K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
9+ 0.14% |
$3.28K - $3.84K
|
6.33K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9+ 0.03% |
$3.28K - $3.84K
|
27.7K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9New |
$3.28K - $3.84K
|
9
$4.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9+ 1.09% |
$3.28K - $3.84K
|
832
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9+ 1.85% |
$3.28K - $3.84K
|
495
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.06% |
$2.91K - $3.41K
|
14.5K
$7.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 1.07% |
$2.91K - $3.41K
|
755
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8+ 1.34% |
$2.91K - $3.41K
|
607
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8+ 1.23% |
$2.91K - $3.41K
|
657
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
8+ 1.03% |
$2.91K - $3.41K
|
787
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.5% |
$2.55K - $2.99K
|
1.4K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7+ 0.05% |
$2.55K - $2.99K
|
14.5K
$7.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
7+ 0.65% |
$2.55K - $2.99K
|
1.09K
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.34% |
$2.55K - $2.99K
|
2.09K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.54% |
$2.55K - $2.99K
|
1.31K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
7+ 0.07% |
$2.55K - $2.99K
|
9.54K
$4.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 5.38% |
$2.55K - $2.99K
|
137
$71.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.32% |
$2.55K - $2.99K
|
2.19K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
7+ 0.29% |
$2.55K - $2.99K
|
2.42K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7New |
$2.55K - $2.99K
|
7
$3.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7+ 0.57% |
$2.55K - $2.99K
|
1.23K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$2.55K - $2.99K
|
7
$3.65K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7+ 1.14% |
$2.55K - $2.99K
|
621
$324K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7+ 0.0% |
$2.55K - $2.99K
|
75.3M
$39.2B
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$2.18K - $2.56K
|
3.03K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
6+ 0.36% |
$2.18K - $2.56K
|
1.66K
$863K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6+ 0.45% |
$2.18K - $2.56K
|
1.35K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6+ 0.02% |
$2.18K - $2.56K
|
34.7K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 1.0% |
$2.18K - $2.56K
|
608
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$2.18K - $2.56K
|
4.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.47% |
$2.18K - $2.56K
|
1.27K
$663K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6+ 1.18% |
$2.18K - $2.56K
|
515
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
5+ 0.88% |
$1.82K - $2.13K
|
575
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.59% |
$1.82K - $2.13K
|
855
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 31.25% |
$1.82K - $2.13K
|
21
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
5+ 0.67% |
$1.82K - $2.13K
|
753
$392K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
5New |
$1.82K - $2.13K
|
5
$2.61K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 2.48% |
$1.82K - $2.13K
|
207
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
4+ 0.11% |
$1.46K - $1.71K
|
3.73K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4+ 0.38% |
$1.46K - $1.71K
|
1.05K
$545K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.57% |
$1.46K - $1.71K
|
711
$371K
|