Latest Institutional Purchases of Mondelez International, Inc. (MDLZ)
This list provides information on the latest institutional transactions involving Mondelez International, Inc. (MDLZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 19.64% |
$35.6K - $43.8K
|
3.66K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
560New |
$33.2K - $40.9K
|
560
$38.9K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
519New |
$30.8K - $37.9K
|
519
$36K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
514New |
$30.5K - $37.5K
|
514
$35.7K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
502+ 158.36% |
$29.7K - $36.6K
|
819
$56.9K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
500+ 5.74% |
$29.6K - $36.5K
|
9.21K
$640K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$29.6K - $36.5K
|
500
$34.7K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
435+ 6.69% |
$25.8K - $31.8K
|
6.93K
$481K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
431New |
$25.5K - $31.5K
|
431
$29.9K
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
421+ 0.9% |
$24.9K - $30.7K
|
47.1K
$3.27M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
366New |
$21.7K - $26.7K
|
366
$25.4K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
354New |
$21K - $25.8K
|
354
$24.6K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
346+ 5.24% |
$20.5K - $25.3K
|
6.95K
$483K
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
341New |
$20.2K - $24.9K
|
341
$23.7K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
335New |
$19.8K - $24.5K
|
335
$23.3K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
327+ 6.11% |
$19.4K - $23.9K
|
5.68K
$394K
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
300+ 8.96% |
$17.8K - $21.9K
|
3.65K
$253K
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
300+ 9.45% |
$17.8K - $21.9K
|
3.48K
$241K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
295+ 3.59% |
$17.5K - $21.5K
|
8.51K
$590K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
282+ 2.97% |
$16.7K - $20.6K
|
9.78K
$679K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
280New |
$16.6K - $20.4K
|
280
$19.4K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
276New |
$16.4K - $20.1K
|
276
$19.2K
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
271+ 2.65% |
$16.1K - $19.8K
|
10.5K
$730K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
269+ 53.91% |
$15.9K - $19.6K
|
768
$53.3K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
255+ 7.65% |
$15.1K - $18.6K
|
3.59K
$249K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
244New |
$14.5K - $17.8K
|
244
$16.9K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
240New |
$14.2K - $17.5K
|
240
$16.7K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
238New |
$14.1K - $17.4K
|
238
$16.5K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
228New |
$13.5K - $16.6K
|
228
$15.8K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
216+ 66.67% |
$12.8K - $15.8K
|
540
$37.5K
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
214+ 5.83% |
$12.7K - $15.6K
|
3.88K
$269K
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
212New |
$12.6K - $15.5K
|
212
$14.7K
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
212+ 1.0% |
$12.6K - $15.5K
|
21.4K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
205New |
$12.1K - $15K
|
205
$14.2K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
201+ 25.48% |
$11.9K - $14.7K
|
990
$68.7K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
200New |
$11.9K - $14.6K
|
200
$13.9K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
200New |
$11.9K - $14.6K
|
200
$13.9K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
199+ 1.54% |
$11.8K - $14.5K
|
13.1K
$909K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
168New |
$9.95K - $12.3K
|
168
$11.7K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
168+ 6.69% |
$9.95K - $12.3K
|
2.68K
$186K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
157New |
$9.3K - $11.5K
|
157
$10.9K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
155New |
$9.18K - $11.3K
|
155
$10.8K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
150+ 2.97% |
$8.89K - $10.9K
|
5.2K
$361K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
147New |
$8.71K - $10.7K
|
147
$10.2K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
147New |
$8.71K - $10.7K
|
147
$10.2K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
145New |
$8.59K - $10.6K
|
145
$10.1K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
145+ 4.06% |
$8.59K - $10.6K
|
3.72K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
142New |
$8.41K - $10.4K
|
142
$9.86K
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
139+ 3.18% |
$8.24K - $10.1K
|
4.51K
$313K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
138+ 2.21% |
$8.18K - $10.1K
|
6.37K
$442K
|