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 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
4+ 0.23% |
$1.38K - $1.53K
|
1.77K
$936K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3+ 0.07% |
$1.03K - $1.15K
|
4.05K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.15% |
$1.03K - $1.15K
|
1.95K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 0.11% |
$1.03K - $1.15K
|
2.82K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3+ 0.11% |
$1.03K - $1.15K
|
2.83K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
3+ 0.06% |
$1.03K - $1.15K
|
5.42K
$2.86M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 3.66% |
$1.03K - $1.15K
|
85
$44.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$689 - $765
|
344
$182K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$689 - $765
|
1.86K
$985K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.15% |
$689 - $765
|
1.31K
$694K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.05% |
$689 - $765
|
4.18K
$2.21M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 1.49% |
$689 - $765
|
136
$71.9K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
2+ 0.07% |
$689 - $765
|
2.96K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$689 - $765
|
3.07K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.13% |
$689 - $765
|
1.6K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.13% |
$689 - $765
|
1.56K
$827K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 3.57% |
$689 - $765
|
58
$30.7K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$689 - $765
|
4.52K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2+ 0.05% |
$689 - $765
|
3.82K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.27% |
$345 - $382
|
80
$42.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.06% |
$345 - $382
|
1.63K
$862K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.05% |
$345 - $382
|
1.88K
$996K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.42% |
$345 - $382
|
237
$125K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1+ 0.06% |
$345 - $382
|
1.73K
$914K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1+ 0.1% |
$345 - $382
|
1.03K
$542K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$345 - $382
|
2.42K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$345 - $382
|
823
$435K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$345 - $382
|
1.3K
$686K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$345 - $382
|
3.04K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.1% |
$345 - $382
|
1K
$531K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.37% |
$345 - $382
|
273
$144K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$345 - $382
|
4.9K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.03% |
$345 - $382
|
3.42K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1+ 0.17% |
$345 - $382
|
579
$306K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1+ 0.07% |
$345 - $382
|
1.45K
$767K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.25% |
$345 - $382
|
405
$214K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.06% |
$345 - $382
|
1.65K
$873K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1- 0.02% |
$345 - $382
|
4.36K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1- 0.09% |
$345 - $382
|
1.12K
$591K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$345 - $382
|
3.13K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1- 0.05% |
$345 - $382
|
2.03K
$1.07M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1- 0.05% |
$345 - $382
|
2.05K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 2.35% |
$689 - $765
|
83
$43.9K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-2- 0.01% |
$689 - $765
|
21.1K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2- 0.16% |
$689 - $765
|
1.27K
$673K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2- 0.25% |
$689 - $765
|
796
$421K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2- 0.09% |
$689 - $765
|
2.23K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3- 0.27% |
$1.03K - $1.15K
|
1.11K
$586K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3- 0.24% |
$1.03K - $1.15K
|
1.27K
$672K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3- 0.26% |
$1.03K - $1.15K
|
1.16K
$611K
|