Purchases and Sales Made in Q2 2023 in Marqeta, Inc. (MQ)
This table provides information about the institutional ownership of Marqeta, Inc. (MQ) during Q2 2023. The information is specifically focused on institutions that hold shares of Marqeta, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 8.34% |
$11.8K - $15.8K
|
38.9K
$140K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 363.94% |
$8.21K - $11K
|
2.66K
$9.56K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 2.37% |
$8.01K - $10.8K
|
88.2K
$317K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 1594.55% |
$6.89K - $9.26K
|
1.86K
$6.69K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
963+ 6.94% |
$3.78K - $5.08K
|
14.8K
$53.3K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
942+ 0.19% |
$3.7K - $4.97K
|
494K
$1.77M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
900+ 4.11% |
$3.54K - $4.75K
|
22.8K
$81.9K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
854+ 880.41% |
$3.36K - $4.51K
|
951
$3.41K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
825+ 0.08% |
$3.24K - $4.36K
|
973K
$3.49M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
682+ 9.24% |
$2.68K - $3.6K
|
8.06K
$28.9K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
533+ 14.51% |
$2.09K - $2.81K
|
4.21K
$15.1K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
329+ 3.08% |
$1.29K - $1.74K
|
11K
$39.5K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
272+ 9.07% |
$1.07K - $1.44K
|
3.27K
$11.7K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 1.38% |
$1.03K - $1.39K
|
19.4K
$69.5K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 1.38% |
$1.03K - $1.39K
|
19.4K
$69.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203+ 1.4% |
$798 - $1.07K
|
14.7K
$52.7K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
150+ 150.0% |
$590 - $792
|
250
$898
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
148+ 1.05% |
$582 - $781
|
14.3K
$51.3K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
123+ 292.86% |
$483 - $649
|
165
$592
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120New |
$472 - $634
|
120
$431
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100+ 0.06% |
$393 - $528
|
158K
$568K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 305.26% |
$228 - $306
|
77
$276
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$197 - $264
|
50
$180
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 600.0% |
$23.6 - $31.7
|
7
$25.1
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$7.86 - $10.6
|
3
$10.8
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$3.93 - $5.28
|
4
$14.4
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.13% |
$3.93 - $5.28
|
31
$111
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 3.85% |
$15.7 - $21.1
|
100
$359
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-80- 0.11% |
$314 - $422
|
74.7K
$268K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-91- 0.57% |
$358 - $480
|
15.9K
$57.1K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-92- 38.82% |
$362 - $486
|
145
$521
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-165- 47.83% |
$648 - $871
|
180
$646
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-215- 0.4% |
$845 - $1.14K
|
53.9K
$194K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-283- 1.76% |
$1.11K - $1.49K
|
15.8K
$56.8K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-322- 0.31% |
$1.27K - $1.7K
|
102K
$367K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-345Closed |
$1.36K - $1.82K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 4.02% |
$1.57K - $2.11K
|
9.54K
$34.2K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-500- 4.75% |
$1.97K - $2.64K
|
10K
$36K
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-587- 2.08% |
$2.31K - $3.1K
|
27.6K
$99.1K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-615Closed |
$2.42K - $3.25K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-746- 6.51% |
$2.93K - $3.94K
|
10.7K
$38.4K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-747- 9.38% |
$2.94K - $3.94K
|
7.22K
$25.9K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-932- 2.42% |
$3.66K - $4.92K
|
37.5K
$135K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1K- 4.72% |
$3.93K - $5.28K
|
20.2K
$72.5K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 0.26% |
$4.57K - $6.14K
|
441K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.3K- 3.1% |
$5.11K - $6.86K
|
40.7K
$146K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.3K- 7.93% |
$5.11K - $6.86K
|
15.1K
$54.2K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.96K- 44.05% |
$7.71K - $10.4K
|
2.49K
$8.94K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3K- 3.57% |
$11.8K - $15.8K
|
80.9K
$290K
|