Purchases and Sales Made in Q1 2024 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.13% |
$560 - $615
|
6.12K
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.14% |
$490 - $538
|
4.96K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.08% |
$490 - $538
|
8.32K
$588K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7+ 0.22% |
$490 - $538
|
3.17K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 10.77% |
$490 - $538
|
72
$5.09K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6+ 0.15% |
$420 - $461
|
4.02K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.04% |
$420 - $461
|
15.4K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$420 - $461
|
23.6K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6+ 0.0% |
$420 - $461
|
144K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.19% |
$420 - $461
|
3.16K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 1.19% |
$350 - $384
|
424
$30K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$350 - $384
|
46.3K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5+ 0.09% |
$350 - $384
|
5.76K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 12.2% |
$350 - $384
|
46
$3.25K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5+ 0.11% |
$350 - $384
|
4.68K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.64% |
$350 - $384
|
792
$56K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.56% |
$280 - $307
|
714
$50.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4+ 0.05% |
$280 - $307
|
7.86K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.05% |
$280 - $307
|
8.54K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$280 - $307
|
8.89K
$629K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.43% |
$280 - $307
|
931
$65.9K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.57% |
$210 - $231
|
532
$37.6K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3+ 0.1% |
$210 - $231
|
2.97K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3+ 0.01% |
$210 - $231
|
20.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.02% |
$210 - $231
|
13.6K
$964K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.57% |
$140 - $154
|
354
$25K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.43% |
$140 - $154
|
468
$33.1K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.03% |
$140 - $154
|
6.09K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2+ 0.04% |
$140 - $154
|
4.87K
$344K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.4% |
$140 - $154
|
508
$35.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.01% |
$70 - $76.9
|
14.9K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.02% |
$70 - $76.9
|
4.52K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.43% |
$70 - $76.9
|
233
$16.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.0% |
$70 - $76.9
|
101
$7.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.25% |
$70 - $76.9
|
395
$27.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.64% |
$70 - $76.9
|
62
$4.39K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$70 - $76.9
|
17.6K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.03% |
$70 - $76.9
|
3.13K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.13% |
$70 - $76.9
|
784
$55.5K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.21% |
$70 - $76.9
|
475
$33.6K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$70 - $76.9
|
2.43K
$172K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$70 - $76.9
|
4.33K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.0% |
$70 - $76.9
|
21.3K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.15% |
$70 - $76.9
|
658
$46.6K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$70 - $76.9
|
3.95K
$279K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$70 - $76.9
|
745
$52.7K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 25.0% |
$70 - $76.9
|
5
$354
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1- 0.02% |
$70 - $76.9
|
4.04K
$286K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$70 - $76.9
|
3.25K
$230K
|