Purchases and Sales Made in Q2 2023 in Kraft Heinz CO (KHC)
This table provides information about the institutional ownership of Kraft Heinz CO (KHC) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
217+ 1.92% |
$7.6K - $8.97K
|
11.5K
$351K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209+ 14.5% |
$7.32K - $8.64K
|
1.65K
$50.4K
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
204+ 0.59% |
$7.14K - $8.43K
|
34.8K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
196New |
$6.86K - $8.1K
|
196
$5.98K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
195+ 0.65% |
$6.83K - $8.06K
|
30.3K
$924K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
193+ 3.07% |
$6.76K - $7.97K
|
6.48K
$198K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
191+ 1.88% |
$6.69K - $7.89K
|
10.4K
$316K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
191+ 0.86% |
$6.69K - $7.89K
|
22.5K
$687K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
190+ 2.9% |
$6.65K - $7.85K
|
6.74K
$206K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
180+ 2.82% |
$6.3K - $7.44K
|
6.56K
$200K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
176+ 4.37% |
$6.16K - $7.27K
|
4.2K
$128K
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
165+ 2.75% |
$5.78K - $6.82K
|
6.16K
$188K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
153+ 191.25% |
$5.36K - $6.32K
|
233
$7.11K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
150+ 14.04% |
$5.25K - $6.2K
|
1.22K
$37.2K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150+ 1.99% |
$5.25K - $6.2K
|
7.7K
$235K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
144+ 96.64% |
$5.04K - $5.95K
|
293
$8.94K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 17.94% |
$5.01K - $5.91K
|
940
$28.7K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 17.94% |
$5.01K - $5.91K
|
940
$28.7K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
133+ 0.53% |
$4.66K - $5.5K
|
25.2K
$768K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 63.46% |
$4.62K - $5.45K
|
340
$10.4K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
131+ 6.35% |
$4.59K - $5.41K
|
2.2K
$67K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
125+ 1.72% |
$4.38K - $5.17K
|
7.4K
$226K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
124+ 11.89% |
$4.34K - $5.12K
|
1.17K
$35.6K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
124+ 1.94% |
$4.34K - $5.12K
|
6.51K
$199K
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
121+ 9.24% |
$4.24K - $5K
|
1.43K
$43.6K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
113+ 1.41% |
$3.96K - $4.67K
|
8.11K
$248K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
110+ 16.03% |
$3.85K - $4.55K
|
796
$24.3K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
103+ 0.72% |
$3.61K - $4.26K
|
14.4K
$440K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
103+ 210.2% |
$3.61K - $4.26K
|
152
$4.64K
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
102+ 0.7% |
$3.57K - $4.21K
|
14.6K
$446K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
101+ 0.19% |
$3.54K - $4.17K
|
54.1K
$1.65M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
101+ 2.22% |
$3.54K - $4.17K
|
4.64K
$142K
|
|
Jul 06, 2023
Q2 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
100+ 0.05% |
$3.5K - $4.13K
|
214K
$6.54M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 8.27% |
$3.5K - $4.13K
|
1.31K
$40K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
93+ 23.31% |
$3.26K - $3.84K
|
492
$15K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
88+ 56.77% |
$3.08K - $3.64K
|
243
$7.42K
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
87+ 0.08% |
$3.05K - $3.59K
|
109K
$3.31M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
86+ 0.88% |
$3.01K - $3.55K
|
9.84K
$300K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
82+ 1.47% |
$2.87K - $3.39K
|
5.68K
$173K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
79+ 1.19% |
$2.77K - $3.26K
|
6.71K
$205K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
78+ 3.89% |
$2.73K - $3.22K
|
2.08K
$63.6K
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
77+ 0.15% |
$2.7K - $3.18K
|
51.9K
$1.58M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
77+ 1.19% |
$2.7K - $3.18K
|
6.54K
$199K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 3.83% |
$2.66K - $3.14K
|
2.06K
$62.9K
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
74+ 1.1% |
$2.59K - $3.06K
|
6.79K
$207K
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
73New |
$2.56K - $3.02K
|
73
$2.23K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
73+ 5.23% |
$2.56K - $3.02K
|
1.47K
$44.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70New |
$2.45K - $2.89K
|
70
$2.14K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
68+ 86.08% |
$2.38K - $2.81K
|
147
$4.49K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
65+ 5.97% |
$2.28K - $2.69K
|
1.15K
$35.2K
|