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 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 2.75% |
$308 - $377
|
374
$11.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$277 - $339
|
9
$286
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$277 - $339
|
9
$286
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8New |
$246 - $301
|
8
$254
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 1.04% |
$216 - $264
|
679
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.45% |
$216 - $264
|
1.57K
$49.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
6+ 0.06% |
$185 - $226
|
9.34K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 1.07% |
$185 - $226
|
566
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.89% |
$154 - $188
|
564
$17.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$92.4 - $113
|
2.69K
$85.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$92.4 - $113
|
17.1K
$544K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.33% |
$61.6 - $75.3
|
152
$4.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.98% |
$61.6 - $75.3
|
207
$6.58K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.27% |
$61.6 - $75.3
|
160
$5.09K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.79% |
$61.6 - $75.3
|
114
$3.63K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$30.8 - $37.7
|
13
$414
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.01% |
$30.8 - $37.7
|
13.6K
$434K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 1.28% |
$30.8 - $37.7
|
79
$2.51K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.23% |
$30.8 - $37.7
|
440
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.62% |
$30.8 - $37.7
|
163
$5.19K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$30.8 - $37.7
|
987
$31.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 1.61% |
$30.8 - $37.7
|
63
$2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.32% |
$30.8 - $37.7
|
314
$9.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.51% |
$30.8 - $37.7
|
199
$6.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$30.8 - $37.7
|
1
$31.8
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$30.8 - $37.7
|
14.9K
$475K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-3- 0.05% |
$92.4 - $113
|
5.55K
$177K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 6.0% |
$92.4 - $113
|
47
$1.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 3.52% |
$154 - $188
|
137
$4.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5- 0.05% |
$154 - $188
|
9.96K
$317K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-7- 0.67% |
$216 - $264
|
1.05K
$33.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-9- 4.35% |
$277 - $339
|
198
$6.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.92% |
$339 - $414
|
37
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-12- 85.71% |
$370 - $452
|
2
$63.6
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-13- 15.85% |
$401 - $490
|
69
$2.19K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 39.47% |
$462 - $565
|
23
$732
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-16- 0.19% |
$493 - $603
|
8.24K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16- 0.46% |
$493 - $603
|
3.5K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-18- 1.15% |
$555 - $678
|
1.54K
$49.1K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 4.26% |
$616 - $753
|
450
$14.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 2.17% |
$616 - $753
|
900
$28.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-30- 65.22% |
$924 - $1.13K
|
16
$509
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31- 0.28% |
$955 - $1.17K
|
11.1K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-31- 72.09% |
$955 - $1.17K
|
12
$382
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-31- 62.0% |
$955 - $1.17K
|
19
$604
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-34- 0.45% |
$1.05K - $1.28K
|
7.52K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-34- 4.15% |
$1.05K - $1.28K
|
786
$25K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35- 1.06% |
$1.08K - $1.32K
|
3.26K
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-40- 28.99% |
$1.23K - $1.51K
|
98
$3.12K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 87.93% |
$1.57K - $1.92K
|
7
$223
|