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 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
564+ 2.17% |
$17.4K - $21.2K
|
26.5K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
562+ 1.33% |
$17.3K - $21.2K
|
43K
$1.33M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
560+ 2947.37% |
$17.3K - $21.1K
|
579
$17.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
554+ 7.08% |
$17.1K - $20.9K
|
8.38K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
546+ 0.49% |
$16.8K - $20.6K
|
112K
$3.47M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
531New |
$16.4K - $20K
|
531
$16.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
520New |
$16K - $19.6K
|
520
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
504+ 0.21% |
$15.5K - $19K
|
235K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
484New |
$14.9K - $18.2K
|
484
$14.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
483New |
$14.9K - $18.2K
|
483
$14.9K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
482+ 8.81% |
$14.9K - $18.2K
|
5.95K
$184K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
431+ 4.78% |
$13.3K - $16.2K
|
9.45K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
424+ 6.05% |
$13.1K - $16K
|
7.44K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
413+ 4.45% |
$12.7K - $15.6K
|
9.7K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
411New |
$12.7K - $15.5K
|
411
$12.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
400New |
$12.3K - $15.1K
|
400
$12.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
400+ 0.26% |
$12.3K - $15.1K
|
155K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
395+ 9.45% |
$12.2K - $14.9K
|
4.58K
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
389+ 0.64% |
$12K - $14.6K
|
61.5K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
376+ 10.81% |
$11.6K - $14.2K
|
3.86K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
374+ 31.91% |
$11.5K - $14.1K
|
1.55K
$47.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
373+ 268.35% |
$11.5K - $14K
|
512
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
359New |
$11.1K - $13.5K
|
359
$11.1K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
354+ 3.82% |
$10.9K - $13.3K
|
9.62K
$297K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 3.28% |
$10.8K - $13.2K
|
11.1K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
350New |
$10.8K - $13.2K
|
350
$10.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
334+ 17.91% |
$10.3K - $12.6K
|
2.2K
$67.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
333+ 2.6% |
$10.3K - $12.5K
|
13.2K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
331New |
$10.2K - $12.5K
|
331
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
319+ 1.1% |
$9.83K - $12K
|
29.2K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
313New |
$9.64K - $11.8K
|
313
$9.67K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
307+ 2.14% |
$9.46K - $11.6K
|
14.7K
$453K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
301+ 2.39% |
$9.27K - $11.3K
|
12.9K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
300New |
$9.24K - $11.3K
|
300
$9.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
300+ 3.09% |
$9.24K - $11.3K
|
10K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
294+ 1.45% |
$9.06K - $11.1K
|
20.5K
$634K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
294+ 2.04% |
$9.06K - $11.1K
|
14.7K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
271New |
$8.35K - $10.2K
|
271
$8.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
271+ 3.41% |
$8.35K - $10.2K
|
8.21K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
270+ 23.4% |
$8.32K - $10.2K
|
1.42K
$44K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
265+ 0.24% |
$8.16K - $9.98K
|
109K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
253+ 24.85% |
$7.79K - $9.53K
|
1.27K
$39.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
251+ 3.63% |
$7.73K - $9.45K
|
7.17K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
246+ 3.97% |
$7.58K - $9.26K
|
6.44K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
245New |
$7.55K - $9.23K
|
245
$7.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
233+ 3.79% |
$7.18K - $8.77K
|
6.39K
$197K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
231New |
$7.12K - $8.7K
|
231
$7.13K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
222+ 2.01% |
$6.84K - $8.36K
|
11.3K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
212New |
$6.53K - $7.98K
|
212
$6.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
206New |
$6.35K - $7.76K
|
206
$6.36K
|