Purchases and Sales Made in Q1 2023 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q1 2023. The information is specifically focused on institutions that hold shares of Mondelez International, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
506+ 6.53% |
$32.3K - $35.6K
|
8.26K
$478K
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
500+ 8.3% |
$31.9K - $35.2K
|
6.52K
$377K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
466+ 5.81% |
$29.7K - $32.8K
|
8.48K
$491K
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
461+ 36.47% |
$29.4K - $32.4K
|
1.73K
$99.8K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
457New |
$29.2K - $32.2K
|
457
$26.4K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
435+ 5.24% |
$27.8K - $30.6K
|
8.74K
$506K
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
434+ 0.89% |
$27.7K - $30.5K
|
49.2K
$2.85M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
433+ 6.19% |
$27.6K - $30.5K
|
7.43K
$430K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
433+ 122.32% |
$27.6K - $30.5K
|
787
$45.5K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
425+ 5.5% |
$27.1K - $29.9K
|
8.16K
$472K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
424+ 6.22% |
$27.1K - $29.8K
|
7.24K
$419K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
421+ 187.95% |
$26.9K - $29.6K
|
645
$37.3K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
421+ 2.71% |
$26.9K - $29.6K
|
15.9K
$922K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
415+ 9.68% |
$26.5K - $29.2K
|
4.7K
$272K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
414+ 5.54% |
$26.4K - $29.1K
|
7.89K
$457K
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
413+ 1.63% |
$26.4K - $29.1K
|
25.8K
$1.49M
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
412New |
$26.3K - $29K
|
412
$23.8K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
410+ 0.37% |
$26.2K - $28.9K
|
112K
$6.48M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.26% |
$25.5K - $28.1K
|
157K
$9.06M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
400New |
$25.5K - $28.1K
|
400
$23.1K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
396+ 2.32% |
$25.3K - $27.9K
|
17.4K
$1.01M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
396New |
$25.3K - $27.9K
|
396
$22.9K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
394+ 6.31% |
$25.2K - $27.7K
|
6.64K
$384K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
382+ 2.16% |
$24.4K - $26.9K
|
18.1K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
377New |
$24.1K - $26.5K
|
377
$21.8K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
372+ 10.91% |
$23.7K - $26.2K
|
3.78K
$219K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
368+ 0.89% |
$23.5K - $25.9K
|
41.6K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
368+ 3.27% |
$23.5K - $25.9K
|
11.6K
$673K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
361+ 0.32% |
$23K - $25.4K
|
114K
$6.62M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
359+ 5.88% |
$22.9K - $25.3K
|
6.47K
$374K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 10.94% |
$22.9K - $25.2K
|
3.63K
$210K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
355+ 177.5% |
$22.7K - $25K
|
555
$32.1K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
355New |
$22.7K - $25K
|
355
$20.5K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
355+ 2.06% |
$22.7K - $25K
|
17.6K
$1.02M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
352+ 1.48% |
$22.5K - $24.8K
|
24.1K
$1.39M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
348+ 4.2% |
$22.2K - $24.5K
|
8.63K
$499K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
347+ 7.52% |
$22.2K - $24.4K
|
4.96K
$287K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
341+ 8.18% |
$21.8K - $24K
|
4.51K
$261K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
341+ 3.41% |
$21.8K - $24K
|
10.3K
$598K
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
340+ 0.57% |
$21.7K - $23.9K
|
60.2K
$3.48M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
334+ 6.14% |
$21.3K - $23.5K
|
5.78K
$334K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
330+ 0.62% |
$21.1K - $23.2K
|
53.5K
$3.1M
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
327New |
$20.9K - $23K
|
327
$18.9K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
325+ 49.85% |
$20.7K - $22.9K
|
977
$56.5K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
322+ 8.44% |
$20.6K - $22.7K
|
4.14K
$239K
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
321+ 0.38% |
$20.5K - $22.6K
|
85.2K
$4.93M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
308+ 2.77% |
$19.7K - $21.7K
|
11.4K
$660K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
305+ 15.86% |
$19.5K - $21.5K
|
2.23K
$129K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
305+ 20.71% |
$19.5K - $21.5K
|
1.78K
$103K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
305+ 0.29% |
$19.5K - $21.5K
|
105K
$6.1M
|