Purchases and Sales Made in Q1 2023 in Kraft Heinz CO (KHC)
This table provides information about the institutional ownership of Kraft Heinz CO (KHC) during Q1 2023. The information is specifically focused on institutions that hold shares of Kraft Heinz Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
54+ 0.13% |
$2.02K - $2.3K
|
43.1K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.53% |
$1.91K - $2.17K
|
9.61K
$276K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
50+ 0.85% |
$1.87K - $2.13K
|
5.92K
$170K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
41+ 0.44% |
$1.53K - $1.75K
|
9.3K
$268K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.5K - $1.7K
|
40
$1.15K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
38New |
$1.42K - $1.62K
|
38
$1.09K
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
37+ 0.55% |
$1.38K - $1.58K
|
6.72K
$193K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 0.23% |
$1.27K - $1.45K
|
14.7K
$422K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 6.13% |
$973 - $1.11K
|
450
$13K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$861 - $980
|
23
$662
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
22+ 0.39% |
$823 - $937
|
5.69K
$164K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
22+ 4.03% |
$823 - $937
|
568
$16.3K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.21% |
$786 - $894
|
1.76K
$50.6K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 1.38% |
$711 - $809
|
1.4K
$40.2K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.96% |
$711 - $809
|
2.01K
$57.7K
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
18+ 0.12% |
$674 - $767
|
14.5K
$418K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.96% |
$599 - $681
|
1.68K
$48.4K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
15+ 0.23% |
$561 - $639
|
6.46K
$186K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
15+ 2.92% |
$561 - $639
|
528
$15.2K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.92% |
$561 - $639
|
797
$22.9K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13+ 4.33% |
$486 - $554
|
313
$9.01K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 1.01% |
$486 - $554
|
1.31K
$37.6K
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
11+ 0.11% |
$412 - $468
|
10K
$289K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.13% |
$374 - $426
|
7.56K
$218K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$374 - $426
|
10
$288
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 18.18% |
$374 - $426
|
65
$1.87K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.92% |
$299 - $341
|
879
$25.3K
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
8+ 0.06% |
$299 - $341
|
13.3K
$384K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 0.4% |
$299 - $341
|
1.98K
$57.1K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 6.15% |
$299 - $341
|
138
$3.97K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7New |
$262 - $298
|
7
$201
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.0% |
$262 - $298
|
709
$20.4K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$262 - $298
|
7
$201
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.03% |
$225 - $256
|
23.3K
$671K
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6+ 0.02% |
$225 - $256
|
35K
$1.01M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.49% |
$225 - $256
|
1.23K
$35.4K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 6.76% |
$187 - $213
|
79
$2.27K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 3.18% |
$187 - $213
|
162
$4.66K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.76% |
$187 - $213
|
661
$19K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.06% |
$187 - $213
|
8.84K
$254K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$150 - $170
|
19.6K
$565K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.98% |
$112 - $128
|
309
$8.89K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$112 - $128
|
13.5K
$390K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.38% |
$74.8 - $85.2
|
147
$4.23K
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 22.22% |
$74.8 - $85.2
|
11
$317
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.58% |
$74.8 - $85.2
|
345
$9.93K
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.02% |
$74.8 - $85.2
|
13.3K
$382K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.42% |
$74.8 - $85.2
|
480
$13.8K
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.02% |
$74.8 - $85.2
|
198
$5.7K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.01% |
$74.8 - $85.2
|
201
$5.78K
|