Purchases and Sales Made in Q1 2025 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q1 2025. 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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 1.43% |
$5.78K - $7.02K
|
7.32K
$518K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
102+ 0.33% |
$5.72K - $6.95K
|
31.3K
$2.21M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
101+ 2.65% |
$5.67K - $6.88K
|
3.92K
$277K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 0.55% |
$5.61K - $6.82K
|
18.3K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
100New |
$5.61K - $6.82K
|
100
$7.08K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
99New |
$5.56K - $6.75K
|
99
$7K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
98+ 0.74% |
$5.5K - $6.68K
|
13.4K
$946K
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
96+ 1.26% |
$5.39K - $6.54K
|
7.71K
$545K
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
95New |
$5.33K - $6.47K
|
95
$6.72K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
92+ 81.42% |
$5.16K - $6.27K
|
205
$14.5K
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
91+ 0.08% |
$5.11K - $6.2K
|
115K
$8.11M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
90New |
$5.05K - $6.13K
|
90
$6.37K
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
90+ 1.39% |
$5.05K - $6.13K
|
6.56K
$464K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
86+ 3.26% |
$4.83K - $5.86K
|
2.72K
$192K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
83New |
$4.66K - $5.66K
|
83
$5.87K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
81+ 1.21% |
$4.55K - $5.52K
|
6.79K
$481K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
80+ 0.68% |
$4.49K - $5.45K
|
11.9K
$844K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
80+ 0.72% |
$4.49K - $5.45K
|
11.2K
$792K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
80+ 0.96% |
$4.49K - $5.45K
|
8.39K
$593K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
77+ 10.56% |
$4.32K - $5.25K
|
806
$57K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
76+ 1.25% |
$4.27K - $5.18K
|
6.18K
$437K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
75+ 2.19% |
$4.21K - $5.11K
|
3.51K
$248K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
75+ 0.89% |
$4.21K - $5.11K
|
8.48K
$600K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
75+ 91.46% |
$4.21K - $5.11K
|
157
$11.1K
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
74+ 0.73% |
$4.15K - $5.04K
|
10.3K
$725K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 1.1% |
$4.04K - $4.91K
|
6.6K
$467K
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
71+ 6.28% |
$3.98K - $4.84K
|
1.2K
$85K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 1.2% |
$3.93K - $4.77K
|
5.9K
$417K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
70+ 1.85% |
$3.93K - $4.77K
|
3.86K
$273K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
69New |
$3.87K - $4.7K
|
69
$4.88K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
69+ 2.36% |
$3.87K - $4.7K
|
2.99K
$212K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 1.29% |
$3.7K - $4.5K
|
5.19K
$367K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
65+ 0.32% |
$3.65K - $4.43K
|
20.3K
$1.44M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63+ 0.83% |
$3.54K - $4.29K
|
7.65K
$541K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 1.82% |
$3.48K - $4.23K
|
3.47K
$246K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.48K - $4.23K
|
62
$4.39K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
62+ 0.72% |
$3.48K - $4.23K
|
8.69K
$615K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
61+ 78.21% |
$3.42K - $4.16K
|
139
$9.83K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
61+ 26.52% |
$3.42K - $4.16K
|
291
$20.6K
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
61+ 0.83% |
$3.42K - $4.16K
|
7.4K
$524K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60+ 600.0% |
$3.37K - $4.09K
|
70
$4.95K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
59+ 368.75% |
$3.31K - $4.02K
|
75
$5.31K
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
56+ 1.03% |
$3.14K - $3.82K
|
5.48K
$388K
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
56+ 1.68% |
$3.14K - $3.82K
|
3.39K
$240K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
51+ 12.85% |
$2.86K - $3.48K
|
448
$31.7K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 4.18% |
$2.81K - $3.41K
|
1.25K
$88.2K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 100.0% |
$2.81K - $3.41K
|
100
$7.08K
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 1.04% |
$2.81K - $3.41K
|
4.84K
$343K
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
45+ 0.71% |
$2.53K - $3.07K
|
6.42K
$454K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
45+ 0.08% |
$2.53K - $3.07K
|
58.3K
$4.12M
|