Purchases and Sales Made in Q2 2023 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6+ 0.08% |
$419 - $470
|
7.09K
$411K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.13% |
$349 - $392
|
3.72K
$215K
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5+ 0.09% |
$349 - $392
|
5.74K
$333K
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.03% |
$279 - $313
|
11.5K
$670K
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4+ 0.08% |
$279 - $313
|
5.29K
$307K
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
4+ 0.02% |
$279 - $313
|
17.1K
$990K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.04% |
$279 - $313
|
8.99K
$521K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.38% |
$279 - $313
|
1.07K
$61.9K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.62% |
$279 - $313
|
645
$37.4K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.44% |
$279 - $313
|
920
$53.4K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
3+ 0.41% |
$209 - $235
|
738
$42.8K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.07% |
$209 - $235
|
4.28K
$248K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3+ 0.16% |
$209 - $235
|
1.91K
$111K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 4.29% |
$209 - $235
|
73
$4.23K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.38% |
$209 - $235
|
790
$45.8K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.6% |
$140 - $157
|
338
$19.6K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$140 - $157
|
4.36K
$253K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$140 - $157
|
3.12K
$181K
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2+ 0.04% |
$140 - $157
|
5.32K
$308K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.44% |
$140 - $157
|
461
$26.7K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.01% |
$140 - $157
|
22.4K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$140 - $157
|
8.72K
$506K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$140 - $157
|
8.38K
$486K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$69.8 - $78.4
|
180
$10.4K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 1.49% |
$69.8 - $78.4
|
68
$3.94K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$69.8 - $78.4
|
24.8K
$1.44M
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.03% |
$69.8 - $78.4
|
3.11K
$181K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.01% |
$69.8 - $78.4
|
13.6K
$788K
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.44% |
$69.8 - $78.4
|
229
$13.3K
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.02% |
$69.8 - $78.4
|
6.28K
$364K
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.03% |
$69.8 - $78.4
|
2.98K
$173K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.29% |
$69.8 - $78.4
|
348
$20.2K
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$69.8 - $78.4
|
7.23K
$419K
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.26% |
$69.8 - $78.4
|
393
$22.8K
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$69.8 - $78.4
|
4.93K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$69.8 - $78.4
|
11.6K
$675K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$69.8 - $78.4
|
3.61K
$209K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$69.8 - $78.4
|
4.72K
$274K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.71% |
$69.8 - $78.4
|
141
$8.18K
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1+ 0.17% |
$69.8 - $78.4
|
589
$34.2K
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$69.8 - $78.4
|
3.95K
$229K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.18% |
$69.8 - $78.4
|
543
$31.5K
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2- 0.01% |
$140 - $157
|
18.3K
$1.06M
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4- 0.05% |
$279 - $313
|
7.87K
$456K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5- 1.17% |
$349 - $392
|
423
$24.5K
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-6- 0.11% |
$419 - $470
|
5.69K
$330K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-7- 1.97% |
$489 - $549
|
348
$20.2K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7- 0.28% |
$489 - $549
|
2.51K
$146K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-7- 0.12% |
$489 - $549
|
5.72K
$332K
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-8- 0.1% |
$558 - $627
|
7.97K
$462K
|