Purchases and Sales Made in Q1 2023 in Mastercard Inc (MA)

MA Quotes by TradingView

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
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

BUY
 -
205
+ 4.25%
$70.7K - $78.4K
5.03K $2.66M
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
205
+ 6.64%
$70.7K - $78.4K
3.29K $1.74M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
203
+ 6.3%
$70K - $77.6K
3.42K $1.81M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
201
+ 30.18%
$69.3K - $76.9K
867 $458K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
201
+ 2.62%
$69.3K - $76.9K
7.87K $4.16M
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
200
+ 1.33%
$68.9K - $76.5K
15.2K $8.03M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
200
+ 2.53%
$68.9K - $76.5K
8.1K $4.28M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
200
+ 4.05%
$68.9K - $76.5K
5.14K $2.71M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
199
+ 14.96%
$68.6K - $76.1K
1.53K $808K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
199
+ 2.16%
$68.6K - $76.1K
9.42K $4.98M
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
195
+ 5.85%
$67.2K - $74.6K
3.53K $1.87M
May 04, 2023 Q1 2023
Strengthening Families & Communities, LLC

BUY
 -
192
+ 3.86%
$66.2K - $73.4K
5.17K $2.73M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
192
+ 2.1%
$66.2K - $73.4K
9.33K $4.93M
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
190
+ 15.7%
$65.5K - $72.7K
1.4K $740K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
187
+ 5.01%
$64.5K - $71.5K
3.92K $2.07M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
186
New
$64.1K - $71.1K
186 $98.3K
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
185
+ 10.05%
$63.8K - $70.7K
2.03K $1.07M
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
182
+ 22.47%
$62.7K - $69.6K
992 $524K
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
181
+ 0.88%
$62.4K - $69.2K
20.7K $10.9M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
180
+ 2.6%
$62K - $68.8K
7.11K $3.76M
May 11, 2023 Q1 2023
Qtron Investments LLC

Boston, MA
BUY
 -
179
+ 1.92%
$61.7K - $68.4K
9.5K $5.02M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
179
+ 1.72%
$61.7K - $68.4K
10.6K $5.59M
May 12, 2023 Q1 2023
Blue Fin Capital, Inc.

BUY
 -
176
+ 0.7%
$60.7K - $67.3K
25.4K $13.4M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
173
+ 10.75%
$59.6K - $66.2K
1.78K $942K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
172
+ 5.56%
$59.3K - $65.8K
3.27K $1.73M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
172
+ 1.41%
$59.3K - $65.8K
12.3K $6.52M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
172
+ 2.21%
$59.3K - $65.8K
7.97K $4.21M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
171
+ 3.76%
$58.9K - $65.4K
4.72K $2.5M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
170
+ 2.13%
$58.6K - $65K
8.15K $4.3M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
167
+ 2.01%
$57.6K - $63.9K
8.46K $4.47M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
167
+ 12.55%
$57.6K - $63.9K
1.5K $792K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
167
+ 17.69%
$57.6K - $63.9K
1.11K $587K
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

BUY
 -
166
+ 1.89%
$57.2K - $63.5K
8.95K $4.73M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
165
+ 15.15%
$56.9K - $63.1K
1.25K $663K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

BUY
 -
164
+ 11.64%
$56.5K - $62.7K
1.57K $831K
May 08, 2023 Q1 2023
Mitchell Capital Management CO

BUY
 -
164
+ 1.61%
$56.5K - $62.7K
10.4K $5.47M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
163
+ 1.06%
$56.2K - $62.3K
15.5K $8.2M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
162
+ 0.99%
$55.8K - $61.9K
16.5K $8.71M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
162
New
$55.8K - $61.9K
162 $85.6K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
158
+ 7.05%
$54.5K - $60.4K
2.4K $1.27M
Apr 03, 2023 Q1 2023
Centre Asset Management, LLC

BUY
 -
156
+ 1.66%
$53.8K - $59.7K
9.55K $5.05M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
155
+ 17.59%
$53.4K - $59.3K
1.04K $548K
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
155
+ 4.54%
$53.4K - $59.3K
3.57K $1.89M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
155
+ 8.03%
$53.4K - $59.3K
2.09K $1.1M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
154
+ 0.82%
$53.1K - $58.9K
19K $10.1M
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
153
+ 9.57%
$52.7K - $58.5K
1.75K $926K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
153
+ 2.12%
$52.7K - $58.5K
7.35K $3.89M
Apr 12, 2023 Q1 2023
Naviter Wealth, LLC

BUY
 -
152
+ 4.55%
$52.4K - $58.1K
3.5K $1.85M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
151
+ 1.03%
$52.1K - $57.7K
14.8K $7.83M

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