Latest Institutional Transactions on Mondelez International, Inc. (MDLZ)
This table provides information on the latest institutional transactions involving Mondelez International, Inc. (MDLZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
675+ 13.33% |
$43.4K - $51.1K
|
5.74K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
352+ 3.3% |
$22.7K - $26.6K
|
11K
$696K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.72K- 3.67% |
$111K - $130K
|
45.2K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-195- 6.3% |
$12.5K - $14.8K
|
2.9K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-10- 2.13% |
$644 - $757
|
460
$29K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-622- 92.56% |
$40K - $47.1K
|
50
$3.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
137+ 0.63% |
$8.82K - $10.4K
|
21.9K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
418+ 2.85% |
$26.9K - $31.6K
|
15.1K
$953K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-265- 4.95% |
$17.1K - $20.1K
|
5.09K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-65- 12.01% |
$4.18K - $4.92K
|
476
$30K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
72+ 1.54% |
$4.63K - $5.45K
|
4.74K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
2.55K+ 12.68% |
$164K - $193K
|
22.6K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-8.07K- 2.22% |
$519K - $611K
|
356K
$22.4M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.31K+ 4.71% |
$213K - $251K
|
73.7K
$4.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
90+ 0.51% |
$5.79K - $6.81K
|
17.9K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
715+ 5.73% |
$46K - $54.1K
|
13.2K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2+ 0.41% |
$129 - $151
|
486
$30.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.21K- 1.68% |
$142K - $167K
|
129K
$8.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
356+ 5.0% |
$22.9K - $27K
|
7.48K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.9KNew |
$187K - $220K
|
2.9K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-316- 0.16% |
$20.3K - $23.9K
|
203K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
35+ 0.16% |
$2.25K - $2.65K
|
22.3K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.33% |
$772 - $909
|
3.57K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.89K+ 6.49% |
$379K - $446K
|
96.7K
$6.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
173+ 1.14% |
$11.1K - $13.1K
|
15.4K
$972K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.87KNew |
$185K - $217K
|
2.87K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 2.02% |
$70.5K - $82.9K
|
55.3K
$3.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.35K - $1.59K
|
5.12K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.57KNew |
$294K - $346K
|
4.57K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-120- 0.9% |
$7.72K - $9.09K
|
13.2K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-166- 2.6% |
$10.7K - $12.6K
|
6.21K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
871New |
$56K - $65.9K
|
871
$55K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
949+ 10.93% |
$61.1K - $71.8K
|
9.63K
$608K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
163+ 0.43% |
$10.5K - $12.3K
|
37.9K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-894- 16.84% |
$57.5K - $67.7K
|
4.42K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3KNew |
$193K - $227K
|
3K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
4.46K+ 1.3% |
$287K - $337K
|
346K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.1K+ 49.54% |
$200K - $235K
|
9.37K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
9.26K+ 69.2% |
$596K - $701K
|
22.6K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-66- 1.74% |
$4.25K - $5K
|
3.72K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-5- 0.04% |
$322 - $379
|
11.8K
$744K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-122- 2.25% |
$7.85K - $9.24K
|
5.31K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-9.26K- 2.44% |
$596K - $701K
|
370K
$23.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24- 0.47% |
$1.54K - $1.82K
|
5.11K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-817- 11.22% |
$52.6K - $61.9K
|
6.47K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.48K+ 44.05% |
$288K - $339K
|
14.6K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
BUY
|
- |
43KNew |
$2.77M - $3.26M
|
43K
$2.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.14K- 1.65% |
$202K - $238K
|
187K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.98K- 0.7% |
$127K - $150K
|
279K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
828+ 2.3% |
$53.3K - $62.7K
|
36.9K
$2.33M
|