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 |
---|---|---|---|---|---|---|---|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-257- 10.72% |
$7.92K - $9.68K
|
2.14K
$66.6K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-265- 2.0% |
$8.16K - $9.98K
|
13K
$403K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-276- 61.88% |
$8.5K - $10.4K
|
170
$5.29K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-278- 3.56% |
$8.57K - $10.5K
|
7.54K
$234K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-282- 2.27% |
$8.69K - $10.6K
|
12.2K
$378K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-287- 32.76% |
$8.84K - $10.8K
|
589
$18.3K
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-294- 0.23% |
$9.06K - $11.1K
|
129K
$4.02M
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-297- 3.62% |
$9.15K - $11.2K
|
7.91K
$246K
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-300- 3.35% |
$9.24K - $11.3K
|
8.66K
$269K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-304- 12.98% |
$9.37K - $11.4K
|
2.04K
$63.4K
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-306- 4.06% |
$9.43K - $11.5K
|
7.23K
$225K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-319- 1.17% |
$9.83K - $12K
|
27K
$840K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-319- 82.22% |
$9.83K - $12K
|
69
$2.15K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-329- 11.91% |
$10.1K - $12.4K
|
2.43K
$75.6K
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-330- 0.22% |
$10.2K - $12.4K
|
151K
$4.69M
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-333- 4.29% |
$10.3K - $12.5K
|
7.44K
$231K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-344- 2.33% |
$10.6K - $13K
|
14.4K
$448K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-346Closed |
$10.7K - $13K
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-349- 63.0% |
$10.8K - $13.1K
|
205
$6.37K
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-349- 2.7% |
$10.8K - $13.1K
|
12.6K
$392K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 1.16% |
$10.8K - $13.2K
|
29.9K
$930K
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-351- 3.15% |
$10.8K - $13.2K
|
10.8K
$336K
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-352- 0.85% |
$10.8K - $13.3K
|
41.3K
$1.28M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-356- 5.38% |
$11K - $13.4K
|
6.26K
$195K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-360- 0.22% |
$11.1K - $13.6K
|
165K
$5.12M
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-377- 1.41% |
$11.6K - $14.2K
|
26.4K
$822K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-386- 1.1% |
$11.9K - $14.5K
|
34.7K
$1.08M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-388- 22.53% |
$12K - $14.6K
|
1.33K
$41.5K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-388- 0.95% |
$12K - $14.6K
|
40.3K
$1.25M
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-400- 9.49% |
$12.3K - $15.1K
|
3.82K
$119K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-400- 80.0% |
$12.3K - $15.1K
|
100
$3.11K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-406- 2.74% |
$12.5K - $15.3K
|
14.4K
$448K
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-412- 4.74% |
$12.7K - $15.5K
|
8.28K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-414- 3.2% |
$12.8K - $15.6K
|
12.5K
$390K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-416- 2.15% |
$12.8K - $15.7K
|
19K
$589K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-432- 0.81% |
$13.3K - $16.3K
|
52.8K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-474- 0.11% |
$14.6K - $17.9K
|
423K
$13.2M
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-494- 6.92% |
$15.2K - $18.6K
|
6.65K
$207K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-500- 3.72% |
$15.4K - $18.8K
|
13K
$403K
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-502- 2.12% |
$15.5K - $18.9K
|
23.1K
$720K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-513- 6.15% |
$15.8K - $19.3K
|
7.83K
$243K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-519- 5.25% |
$16K - $19.5K
|
9.37K
$291K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-531- 8.08% |
$16.4K - $20K
|
6.04K
$188K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-534- 7.45% |
$16.5K - $20.1K
|
6.63K
$206K
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-545- 0.91% |
$16.8K - $20.5K
|
59.6K
$1.85M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-553- 8.72% |
$17K - $20.8K
|
5.79K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-567- 5.87% |
$17.5K - $21.4K
|
9.09K
$283K
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-575- 8.97% |
$17.7K - $21.7K
|
5.83K
$181K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-576- 4.06% |
$17.7K - $21.7K
|
13.6K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-581- 1.76% |
$17.9K - $21.9K
|
32.5K
$1.01M
|