Purchases and Sales Made in Q3 2023 in Kraft Heinz CO (KHC)
This table provides information about the institutional ownership of Kraft Heinz CO (KHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 2.05% |
$195 - $219
|
299
$9.23K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5+ 0.07% |
$163 - $183
|
6.76K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.03% |
$130 - $146
|
14.4K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4+ 0.05% |
$130 - $146
|
8.83K
$273K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 9.09% |
$130 - $146
|
48
$1.48K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.05% |
$97.6 - $110
|
5.55K
$171K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.06% |
$97.6 - $110
|
286
$8.83K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.23% |
$97.6 - $110
|
1.28K
$39.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.99% |
$65.1 - $73.1
|
205
$6.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 1.02% |
$65.1 - $73.1
|
198
$6.11K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.64% |
$65.1 - $73.1
|
313
$9.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$65.1 - $73.1
|
6.31K
$195K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.46% |
$65.1 - $73.1
|
439
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.0% |
$65.1 - $73.1
|
54.1K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.22% |
$32.6 - $36.6
|
460
$14.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.14% |
$32.6 - $36.6
|
720
$22.2K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.9% |
$32.6 - $36.6
|
112
$3.46K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.67% |
$32.6 - $36.6
|
150
$4.63K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 1.3% |
$32.6 - $36.6
|
78
$2.41K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.12% |
$32.6 - $36.6
|
839
$25.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$32.6 - $36.6
|
35K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$32.6 - $36.6
|
20.9K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.04% |
$32.6 - $36.6
|
50
$1.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$32.6 - $36.6
|
265
$8.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.1% |
$32.6 - $36.6
|
982
$30.3K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 0.21% |
$65.1 - $73.1
|
930
$28.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 3.4% |
$163 - $183
|
142
$4.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 6.25% |
$260 - $292
|
120
$3.71K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-9- 0.14% |
$293 - $329
|
6.53K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-9- 0.04% |
$293 - $329
|
24.1K
$745K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14- 1.76% |
$456 - $512
|
782
$24.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-17Closed |
$553 - $621
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-18- 0.13% |
$586 - $658
|
13.8K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-18- 3.66% |
$586 - $658
|
474
$14.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-20- 58.82% |
$651 - $731
|
14
$432
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-22Closed |
$716 - $804
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-23- 0.21% |
$749 - $841
|
11.1K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-24- 1.8% |
$781 - $877
|
1.31K
$40.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-32- 2.01% |
$1.04K - $1.17K
|
1.56K
$48.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-32- 13.39% |
$1.04K - $1.17K
|
207
$6.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 1.69% |
$1.11K - $1.24K
|
1.98K
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 0.31% |
$1.11K - $1.24K
|
11K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-35- 15.84% |
$1.14K - $1.28K
|
186
$5.74K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-40- 46.51% |
$1.3K - $1.46K
|
46
$1.42K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-46- 33.33% |
$1.5K - $1.68K
|
92
$2.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.04% |
$1.56K - $1.75K
|
136K
$4.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 8.83% |
$1.63K - $1.83K
|
516
$15.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-58- 7.16% |
$1.89K - $2.12K
|
752
$23.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-58- 0.2% |
$1.89K - $2.12K
|
28.7K
$885K
|