Purchases and Sales Made in Q3 2023 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
134+ 0.26% |
$52.1K - $55.9K
|
51.7K
$27.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
133+ 38.44% |
$51.7K - $55.5K
|
479
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
133+ 4.1% |
$51.7K - $55.5K
|
3.38K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
132+ 4.07% |
$51.3K - $55.1K
|
3.37K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
130+ 4.95% |
$50.5K - $54.2K
|
2.76K
$1.47M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
128New |
$49.8K - $53.4K
|
128
$68.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
128+ 0.7% |
$49.8K - $53.4K
|
18.3K
$9.8M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
127+ 3.21% |
$49.4K - $53K
|
4.08K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
126+ 10.75% |
$49K - $52.6K
|
1.3K
$694K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
126+ 3.7% |
$49K - $52.6K
|
3.53K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
126+ 4.58% |
$49K - $52.6K
|
2.88K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
125+ 20.76% |
$48.6K - $52.1K
|
727
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
125+ 2.08% |
$48.6K - $52.1K
|
6.13K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
124+ 0.5% |
$48.2K - $51.7K
|
24.9K
$13.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
124+ 0.75% |
$48.2K - $51.7K
|
16.6K
$8.87M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
124+ 7.48% |
$48.2K - $51.7K
|
1.78K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
123+ 5.22% |
$47.8K - $51.3K
|
2.48K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122+ 3.9% |
$47.4K - $50.9K
|
3.25K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
121+ 1.29% |
$47K - $50.5K
|
9.53K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
121+ 6.31% |
$47K - $50.5K
|
2.04K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
120+ 4.6% |
$46.6K - $50.1K
|
2.73K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
119+ 2.01% |
$46.3K - $49.6K
|
6.03K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
117+ 3.8% |
$45.5K - $48.8K
|
3.19K
$1.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
116+ 6.05% |
$45.1K - $48.4K
|
2.03K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
116+ 11.25% |
$45.1K - $48.4K
|
1.15K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
116+ 26.67% |
$45.1K - $48.4K
|
551
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
115+ 0.25% |
$44.7K - $48K
|
45.7K
$24.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
115+ 1.09% |
$44.7K - $48K
|
10.6K
$5.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
112+ 8.33% |
$43.5K - $46.7K
|
1.46K
$778K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
112+ 0.78% |
$43.5K - $46.7K
|
14.4K
$7.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
112+ 0.81% |
$43.5K - $46.7K
|
14K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
112+ 0.71% |
$43.5K - $46.7K
|
15.8K
$8.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
112+ 8.02% |
$43.5K - $46.7K
|
1.51K
$806K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
111+ 22.2% |
$43.1K - $46.3K
|
611
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
110+ 1.02% |
$42.8K - $45.9K
|
10.9K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
109+ 2.69% |
$42.4K - $45.5K
|
4.17K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
108+ 8.65% |
$42K - $45.1K
|
1.36K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
106+ 9.91% |
$41.2K - $44.2K
|
1.18K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
106+ 7.05% |
$41.2K - $44.2K
|
1.61K
$860K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
104+ 4.82% |
$40.4K - $43.4K
|
2.26K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
104+ 0.24% |
$40.4K - $43.4K
|
42.7K
$22.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
104+ 4.79% |
$40.4K - $43.4K
|
2.28K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
104+ 5.72% |
$40.4K - $43.4K
|
1.92K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
103+ 15.47% |
$40K - $43K
|
769
$411K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
102+ 0.74% |
$39.6K - $42.5K
|
13.8K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
102+ 3.78% |
$39.6K - $42.5K
|
2.8K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
101+ 2.66% |
$39.3K - $42.1K
|
3.89K
$2.08M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
101+ 34.95% |
$39.3K - $42.1K
|
390
$208K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
100+ 3.8% |
$38.9K - $41.7K
|
2.73K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 5.58% |
$38.9K - $41.7K
|
1.89K
$1.01M
|