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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-120- 4.82% |
$6.73K - $8.18K
|
2.37K
$166K
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-333- 2.69% |
$18.7K - $22.7K
|
12K
$844K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.13K- 3.96% |
$120K - $145K
|
51.7K
$3.63M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
903+ 0.64% |
$50.7K - $61.5K
|
143K
$10M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2K- 20.77% |
$112K - $137K
|
7.64K
$536K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
433+ 1.56% |
$24.3K - $29.5K
|
28.3K
$1.98M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.92K+ 41.84% |
$332K - $403K
|
20.1K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-421- 3.87% |
$23.6K - $28.7K
|
10.5K
$734K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.79K+ 26.85% |
$212K - $258K
|
17.9K
$1.26M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.99KNew |
$168K - $204K
|
2.99K
$210K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 1.16% |
$60.9K - $73.9K
|
92.1K
$6.47M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-68- 1.33% |
$3.82K - $4.63K
|
5.03K
$353K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-36.6K- 87.26% |
$2.06M - $2.5M
|
5.35K
$375K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.69K+ 5.03% |
$263K - $320K
|
98K
$6.88M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.77K- 2.04% |
$324K - $393K
|
277K
$19.5M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-51.9K- 25.66% |
$2.91M - $3.54M
|
150K
$10.5M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.22K+ 26.17% |
$68.6K - $83.3K
|
5.89K
$414K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 1.88% |
$11.2K - $13.6K
|
10.8K
$761K
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-63- 0.06% |
$3.54K - $4.29K
|
113K
$7.94M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 14.63% |
$981K - $1.19M
|
137K
$9.62M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.97K+ 6.15% |
$335K - $407K
|
103K
$7.24M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.96K+ 0.34% |
$110K - $133K
|
575K
$40.3M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-392- 7.21% |
$22K - $26.7K
|
5.05K
$354K
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
127+ 0.14% |
$7.13K - $8.66K
|
90.3K
$6.34M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.89K- 51.41% |
$443K - $538K
|
7.46K
$523K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 7.03% |
$259K - $315K
|
61.1K
$4.28M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.26K- 32.69% |
$127K - $154K
|
4.65K
$326K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
745+ 12.06% |
$41.8K - $50.8K
|
6.92K
$486K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
80+ 0.72% |
$4.49K - $5.45K
|
11.2K
$786K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-554- 9.58% |
$31.1K - $37.8K
|
5.23K
$367K
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$479K - $582K
|
8.54K
$599K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
310+ 6.4% |
$17.4K - $21.1K
|
5.15K
$362K
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-383- 7.58% |
$21.5K - $26.1K
|
4.67K
$328K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-53- 1.27% |
$2.97K - $3.61K
|
4.11K
$288K
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
61+ 0.83% |
$3.42K - $4.16K
|
7.4K
$519K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.5K- 11.78% |
$197K - $239K
|
26.2K
$1.84M
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9.4K- 5.65% |
$528K - $641K
|
157K
$11M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
14.3KNew |
$804K - $976K
|
14.3K
$1.01M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-208- 3.13% |
$11.7K - $14.2K
|
6.44K
$452K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
322+ 4.87% |
$18.1K - $21.9K
|
6.93K
$486K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-246- 15.36% |
$13.8K - $16.8K
|
1.36K
$95.2K
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.92KNew |
$220K - $267K
|
3.92K
$275K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-295- 0.61% |
$16.6K - $20.1K
|
47.9K
$3.36M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.86K- 3.73% |
$160K - $195K
|
73.6K
$5.16M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 0.57% |
$337 - $409
|
1.05K
$73.8K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.6K+ 597.2% |
$3.18M - $3.86M
|
66.1K
$4.64M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
219+ 37.44% |
$12.3K - $14.9K
|
804
$56.4K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.62K+ 14.15% |
$90.7K - $110K
|
13K
$916K
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.97KNew |
$167K - $202K
|
2.97K
$208K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.56K- 13.99% |
$480K - $583K
|
52.6K
$3.69M
|