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
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 39.53% |
$38.9K - $41.7K
|
353
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
100+ 1.79% |
$38.9K - $41.7K
|
5.68K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
100+ 1.12% |
$38.9K - $41.7K
|
9.01K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
99+ 7.56% |
$38.5K - $41.3K
|
1.41K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
99New |
$38.5K - $41.3K
|
99
$52.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
98+ 0.97% |
$38.1K - $40.9K
|
10.2K
$5.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
97+ 0.9% |
$37.7K - $40.5K
|
10.8K
$5.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
96+ 9.43% |
$37.3K - $40K
|
1.11K
$595K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96+ 1.83% |
$37.3K - $40K
|
5.33K
$2.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95New |
$36.9K - $39.6K
|
95
$50.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
95+ 2.27% |
$36.9K - $39.6K
|
4.29K
$2.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
94+ 4.34% |
$36.5K - $39.2K
|
2.26K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
94+ 1.01% |
$36.5K - $39.2K
|
9.36K
$5M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
92+ 3.45% |
$35.8K - $38.4K
|
2.76K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
92+ 2.63% |
$35.8K - $38.4K
|
3.59K
$1.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 10.25% |
$35.4K - $38K
|
979
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
91+ 0.29% |
$35.4K - $38K
|
31.4K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
91+ 1.99% |
$35.4K - $38K
|
4.67K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
90New |
$35K - $37.5K
|
90
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
90+ 0.82% |
$35K - $37.5K
|
11.1K
$5.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
89+ 5.38% |
$34.6K - $37.1K
|
1.74K
$931K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
89+ 12.99% |
$34.6K - $37.1K
|
774
$414K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
88+ 7.2% |
$34.2K - $36.7K
|
1.31K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
88+ 8.34% |
$34.2K - $36.7K
|
1.14K
$611K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
87+ 1.86% |
$33.8K - $36.3K
|
4.77K
$2.55M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
87+ 0.43% |
$33.8K - $36.3K
|
20.2K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
86+ 5.3% |
$33.4K - $35.9K
|
1.71K
$913K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
85+ 1.34% |
$33K - $35.5K
|
6.41K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
85+ 0.46% |
$33K - $35.5K
|
18.6K
$9.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
85+ 5.49% |
$33K - $35.5K
|
1.63K
$873K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
83+ 1.51% |
$32.3K - $34.6K
|
5.58K
$2.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83+ 2.01% |
$32.3K - $34.6K
|
4.22K
$2.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
82+ 2.89% |
$31.9K - $34.2K
|
2.92K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
82+ 11.87% |
$31.9K - $34.2K
|
773
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
80+ 1.23% |
$31.1K - $33.4K
|
6.59K
$3.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
79+ 13.84% |
$30.7K - $33K
|
650
$347K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
79+ 0.76% |
$30.7K - $33K
|
10.5K
$5.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
78+ 3.57% |
$30.3K - $32.5K
|
2.26K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
78+ 12.83% |
$30.3K - $32.5K
|
686
$367K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
77+ 3.85% |
$29.9K - $32.1K
|
2.08K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77+ 9.47% |
$29.9K - $32.1K
|
890
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
76+ 5.77% |
$29.5K - $31.7K
|
1.39K
$744K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
76+ 6.89% |
$29.5K - $31.7K
|
1.18K
$630K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
76+ 3.96% |
$29.5K - $31.7K
|
2K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
75+ 1.74% |
$29.2K - $31.3K
|
4.38K
$2.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
75+ 3.34% |
$29.2K - $31.3K
|
2.32K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
75+ 0.24% |
$29.2K - $31.3K
|
31.6K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75+ 1.62% |
$29.2K - $31.3K
|
4.71K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
74+ 0.42% |
$28.8K - $30.9K
|
17.6K
$9.39M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 0.8% |
$28.8K - $30.9K
|
9.32K
$4.98M
|