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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 5.9% |
$19.4K - $20.9K
|
897
$479K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
50+ 1.25% |
$19.4K - $20.9K
|
4.06K
$2.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
50+ 6.13% |
$19.4K - $20.9K
|
865
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
50+ 1.93% |
$19.4K - $20.9K
|
2.64K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
50+ 0.1% |
$19.4K - $20.9K
|
49.5K
$26.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49+ 5.63% |
$19K - $20.4K
|
919
$491K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
49+ 3.57% |
$19K - $20.4K
|
1.42K
$759K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
49+ 0.85% |
$19K - $20.4K
|
5.83K
$3.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
49+ 2.51% |
$19K - $20.4K
|
2K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
49+ 3.59% |
$19K - $20.4K
|
1.41K
$756K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 5.14% |
$19K - $20.4K
|
1K
$536K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
49+ 6.32% |
$19K - $20.4K
|
824
$440K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
48+ 6.74% |
$18.7K - $20K
|
760
$406K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 2.68% |
$18.7K - $20K
|
1.84K
$981K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
47+ 3.36% |
$18.3K - $19.6K
|
1.45K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 1.13% |
$18.3K - $19.6K
|
4.19K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.58% |
$18.3K - $19.6K
|
890
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 2.46% |
$18.3K - $19.6K
|
1.96K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
46+ 4.9% |
$17.9K - $19.2K
|
984
$526K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
45+ 2.87% |
$17.5K - $18.8K
|
1.61K
$861K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
45+ 2.52% |
$17.5K - $18.8K
|
1.83K
$980K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
45+ 7.55% |
$17.5K - $18.8K
|
641
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
45+ 0.22% |
$17.5K - $18.8K
|
20.7K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
45+ 2.0% |
$17.5K - $18.8K
|
2.3K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
44New |
$17.1K - $18.4K
|
44
$23.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
44+ 2.62% |
$17.1K - $18.4K
|
1.72K
$921K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.86% |
$17.1K - $18.4K
|
5.17K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
44+ 6.04% |
$17.1K - $18.4K
|
773
$413K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 0.24% |
$16.7K - $17.9K
|
17.8K
$9.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
43+ 10.7% |
$16.7K - $17.9K
|
445
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
42+ 0.72% |
$16.3K - $17.5K
|
5.87K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
42+ 0.8% |
$16.3K - $17.5K
|
5.29K
$2.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
41+ 0.47% |
$15.9K - $17.1K
|
8.74K
$4.67M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
41+ 0.47% |
$15.9K - $17.1K
|
8.74K
$4.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 2.75% |
$15.5K - $16.7K
|
1.5K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 3.65% |
$15.5K - $16.7K
|
1.14K
$607K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
40+ 1.44% |
$15.5K - $16.7K
|
2.81K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
39+ 1.06% |
$15.2K - $16.3K
|
3.71K
$1.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
39+ 6.85% |
$15.2K - $16.3K
|
608
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
38+ 2.5% |
$14.8K - $15.9K
|
1.56K
$834K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
38+ 0.67% |
$14.8K - $15.9K
|
5.71K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
38+ 1.14% |
$14.8K - $15.9K
|
3.36K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
37+ 2.24% |
$14.4K - $15.4K
|
1.69K
$901K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
37+ 0.3% |
$14.4K - $15.4K
|
12.3K
$6.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
37+ 0.03% |
$14.4K - $15.4K
|
106K
$56.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 2.84% |
$14.4K - $15.4K
|
1.34K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
37+ 0.22% |
$14.4K - $15.4K
|
17K
$9.09M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$14.4K - $15.4K
|
37
$19.8K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 2.82% |
$14.4K - $15.4K
|
1.35K
$721K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
36+ 6.39% |
$14K - $15K
|
599
$320K
|