Purchases and Sales Made in Q4 2023 in Kraft Heinz CO (KHC)
This table provides information about the institutional ownership of Kraft Heinz CO (KHC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
251+ 3.63% |
$7.73K - $9.45K
|
7.17K
$206K
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
246+ 3.97% |
$7.58K - $9.26K
|
6.44K
$185K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
245New |
$7.55K - $9.23K
|
245
$7.05K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
233+ 3.79% |
$7.18K - $8.77K
|
6.39K
$184K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
231New |
$7.12K - $8.7K
|
231
$6.65K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
222+ 2.01% |
$6.84K - $8.36K
|
11.3K
$325K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
212New |
$6.53K - $7.98K
|
212
$6.1K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
206New |
$6.35K - $7.76K
|
206
$5.93K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
200New |
$6.16K - $7.53K
|
200
$5.76K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
198+ 0.0% |
$6.1K - $7.46K
|
70.4M
$2.03B
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
196+ 3.0% |
$6.04K - $7.38K
|
6.72K
$193K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
196New |
$6.04K - $7.38K
|
196
$5.64K
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
196+ 0.52% |
$6.04K - $7.38K
|
38K
$1.09M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
190+ 1.54% |
$5.85K - $7.16K
|
12.5K
$360K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
190+ 213.48% |
$5.85K - $7.16K
|
279
$8.03K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
187New |
$5.76K - $7.04K
|
187
$5.38K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
182+ 1.48% |
$5.61K - $6.85K
|
12.5K
$359K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
182+ 1.48% |
$5.61K - $6.85K
|
12.5K
$359K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
177+ 0.58% |
$5.45K - $6.67K
|
30.6K
$880K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
168+ 1.5% |
$5.18K - $6.33K
|
11.3K
$326K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
161+ 1.97% |
$4.96K - $6.06K
|
8.34K
$240K
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
160New |
$4.93K - $6.03K
|
160
$4.6K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
158+ 0.72% |
$4.87K - $5.95K
|
22.2K
$640K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
152+ 0.71% |
$4.68K - $5.72K
|
21.5K
$619K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
151+ 7.43% |
$4.65K - $5.69K
|
2.18K
$62.8K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
151+ 7.43% |
$4.65K - $5.69K
|
2.18K
$62.8K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150+ 56.6% |
$4.62K - $5.65K
|
415
$11.9K
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
150+ 1.85% |
$4.62K - $5.65K
|
8.25K
$237K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
150+ 1.8% |
$4.62K - $5.65K
|
8.5K
$245K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
147New |
$4.53K - $5.54K
|
147
$4.23K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
138+ 0.05% |
$4.25K - $5.2K
|
287K
$8.26M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
134+ 3.73% |
$4.13K - $5.05K
|
3.72K
$107K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
133New |
$4.1K - $5.01K
|
133
$3.83K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
130+ 16.5% |
$4.01K - $4.9K
|
918
$26.4K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
127New |
$3.91K - $4.78K
|
127
$3.66K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
126+ 9.41% |
$3.88K - $4.75K
|
1.47K
$42.2K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
123+ 24.5% |
$3.79K - $4.63K
|
625
$18K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
122+ 1.12% |
$3.76K - $4.59K
|
11K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
116+ 1.12% |
$3.57K - $4.37K
|
10.5K
$302K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
115+ 1.82% |
$3.54K - $4.33K
|
6.43K
$185K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
115+ 22.77% |
$3.54K - $4.33K
|
620
$17.8K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
114+ 0.64% |
$3.51K - $4.29K
|
18K
$519K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
110+ 0.17% |
$3.39K - $4.14K
|
65.1K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
104+ 0.19% |
$3.2K - $3.92K
|
54.2K
$1.56M
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
100+ 8.7% |
$3.08K - $3.77K
|
1.25K
$36K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
100+ 1.51% |
$3.08K - $3.77K
|
6.71K
$193K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 13.3% |
$3.08K - $3.77K
|
852
$24.5K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
99+ 0.73% |
$3.05K - $3.73K
|
13.7K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
94New |
$2.9K - $3.54K
|
94
$2.71K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
92+ 24.66% |
$2.83K - $3.46K
|
465
$13.4K
|