Purchases and Sales Made in Q1 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
750+ 1.41% |
$259K - $287K
|
53.9K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
750+ 0.55% |
$259K - $287K
|
138K
$72M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
748New |
$258K - $286K
|
748
$390K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
743New |
$256K - $284K
|
743
$387K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
737+ 14.59% |
$254K - $282K
|
5.79K
$3.01M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
734+ 1468.0% |
$253K - $281K
|
784
$408K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
732New |
$252K - $280K
|
732
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
731+ 1.87% |
$252K - $280K
|
39.8K
$20.7M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
724+ 92.11% |
$250K - $277K
|
1.51K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
715+ 3.01% |
$246K - $273K
|
24.5K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
709New |
$244K - $271K
|
709
$369K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
705+ 0.93% |
$243K - $270K
|
76.9K
$40M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
700+ 3.68% |
$241K - $268K
|
19.7K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
700New |
$241K - $268K
|
700
$365K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
698+ 28.3% |
$241K - $267K
|
3.16K
$1.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
694New |
$239K - $265K
|
694
$361K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
690+ 0.45% |
$238K - $264K
|
154K
$80.3M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
690New |
$238K - $264K
|
690
$359K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
689+ 3.46% |
$238K - $263K
|
20.6K
$10.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
684New |
$236K - $262K
|
684
$356K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
683New |
$235K - $261K
|
683
$356K
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
680+ 1.71% |
$234K - $260K
|
40.4K
$21M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
678New |
$234K - $259K
|
678
$353K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675New |
$233K - $258K
|
675
$352K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
675New |
$233K - $258K
|
675
$352K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
672New |
$232K - $257K
|
672
$350K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
671New |
$231K - $257K
|
671
$349K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
669+ 0.25% |
$231K - $256K
|
273K
$142M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
666+ 2.26% |
$230K - $255K
|
30.1K
$15.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
665New |
$229K - $254K
|
665
$346K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
658+ 2.71% |
$227K - $252K
|
24.9K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
655+ 9.13% |
$226K - $250K
|
7.83K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
654New |
$225K - $250K
|
654
$341K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
653+ 12.1% |
$225K - $250K
|
6.05K
$3.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
649+ 5.65% |
$224K - $248K
|
12.1K
$6.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
649New |
$224K - $248K
|
649
$338K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
646+ 13.53% |
$223K - $247K
|
5.42K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
645+ 0.97% |
$222K - $247K
|
67.1K
$34.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
643New |
$222K - $246K
|
643
$335K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
640New |
$221K - $245K
|
640
$333K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
636+ 2.66% |
$219K - $243K
|
24.5K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
636New |
$219K - $243K
|
636
$331K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
636+ 14.07% |
$219K - $243K
|
5.16K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
634New |
$219K - $242K
|
634
$330K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
631+ 4.62% |
$218K - $241K
|
14.3K
$7.45M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
631+ 1.15% |
$218K - $241K
|
55.4K
$28.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
629New |
$217K - $241K
|
629
$328K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
629New |
$217K - $241K
|
629
$328K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
629+ 0.82% |
$217K - $241K
|
77.2K
$40.2M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
626New |
$216K - $239K
|
626
$326K
|