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 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.82% |
$37.4 - $42.6
|
56
$1.61K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$37.4 - $42.6
|
1
$28.8
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$37.4 - $42.6
|
7.65K
$220K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1+ 0.05% |
$37.4 - $42.6
|
2.06K
$59.3K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$37.4 - $42.6
|
9.31K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.32% |
$37.4 - $42.6
|
77
$2.22K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.01% |
$37.4 - $42.6
|
13.7K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.08% |
$37.4 - $42.6
|
49
$1.41K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$37.4 - $42.6
|
3.39K
$97.6K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.08% |
$37.4 - $42.6
|
1.28K
$36.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$37.4 - $42.6
|
261
$7.51K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.11% |
$37.4 - $42.6
|
933
$26.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.27% |
$37.4 - $42.6
|
43
$1.24K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 3.92% |
$74.8 - $85.2
|
49
$1.41K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 0.08% |
$150 - $170
|
4.83K
$139K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6- 85.71% |
$225 - $256
|
1
$28.8
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.03% |
$225 - $256
|
22.3K
$641K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7- 0.05% |
$262 - $298
|
14.6K
$420K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-7- 0.12% |
$262 - $298
|
5.77K
$166K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-7- 0.11% |
$262 - $298
|
6.37K
$183K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8- 0.15% |
$299 - $341
|
5.48K
$158K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 23.53% |
$299 - $341
|
26
$748
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-9- 7.56% |
$337 - $383
|
110
$3.17K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.25% |
$374 - $426
|
4.03K
$116K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 6.63% |
$412 - $468
|
155
$4.46K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13- 1.74% |
$486 - $554
|
733
$21.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-13- 0.22% |
$486 - $554
|
6K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-13- 0.11% |
$486 - $554
|
12.3K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-14- 3.66% |
$524 - $596
|
369
$10.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-16- 0.04% |
$599 - $681
|
40.4K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20- 0.06% |
$748 - $852
|
31.8K
$916K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-23- 0.11% |
$861 - $980
|
20.7K
$595K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23Closed |
$861 - $980
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-27- 79.41% |
$1.01K - $1.15K
|
7
$201
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-27- 0.29% |
$1.01K - $1.15K
|
9.18K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-28- 82.35% |
$1.05K - $1.19K
|
6
$173
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-31- 0.55% |
$1.16K - $1.32K
|
5.59K
$161K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-31- 0.42% |
$1.16K - $1.32K
|
7.29K
$210K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-31- 75.61% |
$1.16K - $1.32K
|
10
$288
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33- 4.59% |
$1.23K - $1.41K
|
686
$19.7K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-37- 9.71% |
$1.38K - $1.58K
|
344
$9.9K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$1.38K - $1.58K
|
6.39K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-37- 0.14% |
$1.38K - $1.58K
|
25.9K
$746K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-38- 8.98% |
$1.42K - $1.62K
|
385
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 19.5% |
$1.46K - $1.66K
|
161
$4.63K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-40- 0.31% |
$1.5K - $1.7K
|
12.7K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-44- 0.44% |
$1.65K - $1.87K
|
9.9K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-45- 51.14% |
$1.68K - $1.92K
|
43
$1.24K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-45- 0.85% |
$1.68K - $1.92K
|
5.26K
$151K
|