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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
22+ 1.11% |
$7.58K - $8.41K
|
2.01K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.89% |
$7.58K - $8.41K
|
2.49K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22+ 3.22% |
$7.58K - $8.41K
|
706
$368K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
21+ 0.04% |
$7.24K - $8.03K
|
54.2K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 0.33% |
$7.24K - $8.03K
|
6.38K
$3.32M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 2.54% |
$7.24K - $8.03K
|
849
$442K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 0.56% |
$6.89K - $7.65K
|
3.57K
$1.86M
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.13% |
$6.89K - $7.65K
|
15.8K
$8.25M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
20+ 0.23% |
$6.89K - $7.65K
|
8.73K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
19+ 1.69% |
$6.55K - $7.27K
|
1.14K
$596K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
19+ 2.22% |
$6.55K - $7.27K
|
873
$455K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
19+ 2.35% |
$6.55K - $7.27K
|
829
$432K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19+ 4.4% |
$6.55K - $7.27K
|
451
$235K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
17+ 2.07% |
$5.86K - $6.5K
|
837
$436K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
17+ 4.25% |
$5.86K - $6.5K
|
417
$217K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
16+ 0.43% |
$5.52K - $6.12K
|
3.72K
$1.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
16+ 0.17% |
$5.52K - $6.12K
|
9.2K
$4.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
16+ 0.42% |
$5.52K - $6.12K
|
3.85K
$2.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
16+ 0.49% |
$5.52K - $6.12K
|
3.25K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.03% |
$5.52K - $6.12K
|
805
$419K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
16+ 0.37% |
$5.52K - $6.12K
|
4.31K
$2.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.79% |
$5.17K - $5.74K
|
1.92K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
15+ 0.02% |
$5.17K - $5.74K
|
96.5K
$50.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
15+ 2.05% |
$5.17K - $5.74K
|
747
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.14% |
$5.17K - $5.74K
|
10.5K
$5.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15+ 2.57% |
$5.17K - $5.74K
|
599
$312K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.7% |
$5.17K - $5.74K
|
2.16K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 4.31% |
$5.17K - $5.74K
|
363
$189K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.52% |
$5.17K - $5.74K
|
2.9K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
14+ 1.45% |
$4.83K - $5.35K
|
979
$510K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14+ 1.32% |
$4.83K - $5.35K
|
1.08K
$561K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 8.81% |
$4.83K - $5.35K
|
173
$90.1K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
14+ 0.94% |
$4.83K - $5.35K
|
1.51K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14New |
$4.83K - $5.35K
|
14
$7.29K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
14+ 2.1% |
$4.83K - $5.35K
|
681
$355K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14New |
$4.83K - $5.35K
|
14
$7.29K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13+ 2.23% |
$4.48K - $4.97K
|
596
$310K
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13+ 0.17% |
$4.48K - $4.97K
|
7.79K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 1.49% |
$4.48K - $4.97K
|
884
$460K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 1.3% |
$4.48K - $4.97K
|
1.02K
$529K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.96% |
$4.14K - $4.59K
|
625
$326K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
12+ 0.92% |
$4.14K - $4.59K
|
1.31K
$683K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.98% |
$4.14K - $4.59K
|
1.24K
$644K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
12+ 1.33% |
$4.14K - $4.59K
|
917
$478K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
12+ 0.28% |
$4.14K - $4.59K
|
4.23K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.99% |
$4.14K - $4.59K
|
1.23K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
12+ 10.0% |
$4.14K - $4.59K
|
132
$68.8K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 1.49% |
$4.14K - $4.59K
|
819
$427K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11+ 0.58% |
$3.79K - $4.21K
|
1.91K
$995K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
11+ 0.2% |
$3.79K - $4.21K
|
5.4K
$2.81M
|