Purchases and Sales Made in Q4 2022 in Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
117+ 2.6% |
$33.5K - $42.3K
|
4.61K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
117+ 0.77% |
$33.5K - $42.3K
|
15.3K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
117New |
$33.5K - $42.3K
|
117
$61.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
117New |
$33.5K - $42.3K
|
117
$61.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
112New |
$32K - $40.5K
|
112
$59.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
111+ 0.34% |
$31.8K - $40.1K
|
32.9K
$17.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 4.0% |
$31.8K - $40.1K
|
2.88K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
110+ 1.82% |
$31.5K - $39.7K
|
6.17K
$3.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
109+ 55.05% |
$31.2K - $39.4K
|
307
$162K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
109+ 2.1% |
$31.2K - $39.4K
|
5.31K
$2.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
108+ 2.92% |
$30.9K - $39K
|
3.81K
$2.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
107+ 1.54% |
$30.6K - $38.6K
|
7.06K
$3.73M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
106+ 12.05% |
$30.3K - $38.3K
|
986
$521K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
106+ 1.09% |
$30.3K - $38.3K
|
9.81K
$5.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
105+ 0.07% |
$30K - $37.9K
|
146K
$77.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
104+ 4.79% |
$29.7K - $37.6K
|
2.27K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
104+ 1.19% |
$29.7K - $37.6K
|
8.83K
$4.66M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
102+ 8.31% |
$29.2K - $36.8K
|
1.33K
$703K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
101+ 3.57% |
$28.9K - $36.5K
|
2.93K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
101+ 3.94% |
$28.9K - $36.5K
|
2.67K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
101+ 2.27% |
$28.9K - $36.5K
|
4.55K
$2.41M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
101+ 0.88% |
$28.9K - $36.5K
|
11.6K
$6.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
100+ 1.34% |
$28.6K - $36.1K
|
7.56K
$4M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
100+ 2.27% |
$28.6K - $36.1K
|
4.51K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
100+ 8.64% |
$28.6K - $36.1K
|
1.26K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
100+ 1.3% |
$28.6K - $36.1K
|
7.8K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
100+ 1.04% |
$28.6K - $36.1K
|
9.68K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
100+ 0.65% |
$28.6K - $36.1K
|
15.4K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
100+ 3.33% |
$28.6K - $36.1K
|
3.1K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
99+ 9.94% |
$28.3K - $35.8K
|
1.1K
$579K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
98+ 0.04% |
$28K - $35.4K
|
224K
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
97+ 7.86% |
$27.7K - $35K
|
1.33K
$703K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
97+ 1.71% |
$27.7K - $35K
|
5.79K
$3.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
96+ 1.26% |
$27.5K - $34.7K
|
7.7K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
93+ 7.95% |
$26.6K - $33.6K
|
1.26K
$667K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
92+ 6.03% |
$26.3K - $33.2K
|
1.62K
$855K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
92+ 2.84% |
$26.3K - $33.2K
|
3.33K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
92+ 0.52% |
$26.3K - $33.2K
|
17.8K
$9.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
92+ 22.89% |
$26.3K - $33.2K
|
494
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
91+ 1.82% |
$26K - $32.9K
|
5.08K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
90+ 6.07% |
$25.7K - $32.5K
|
1.57K
$831K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
90+ 0.51% |
$25.7K - $32.5K
|
17.9K
$9.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
89+ 6.62% |
$25.5K - $32.1K
|
1.43K
$758K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$24K - $30.3K
|
84
$44.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
84+ 0.93% |
$24K - $30.3K
|
9.13K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
82+ 1.26% |
$23.5K - $29.6K
|
6.59K
$3.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
82+ 2.3% |
$23.5K - $29.6K
|
3.65K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
81+ 5.54% |
$23.2K - $29.3K
|
1.54K
$816K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
81+ 11.49% |
$23.2K - $29.3K
|
786
$415K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
80+ 0.51% |
$22.9K - $28.9K
|
15.9K
$8.4M
|