Purchases and Sales Made in Q3 2023 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
29+ 0.02% |
$2.01K - $2.19K
|
142K
$9.16M
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
26+ 0.57% |
$1.8K - $1.96K
|
4.58K
$295K
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
25+ 0.43% |
$1.73K - $1.88K
|
5.84K
$377K
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 0.77% |
$1.73K - $1.88K
|
3.26K
$210K
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
25+ 0.15% |
$1.73K - $1.88K
|
16.4K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24+ 0.36% |
$1.67K - $1.81K
|
6.7K
$432K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
24+ 0.64% |
$1.67K - $1.81K
|
3.78K
$244K
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.27% |
$1.67K - $1.81K
|
8.76K
$565K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
23+ 0.37% |
$1.6K - $1.73K
|
6.3K
$406K
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
23+ 0.34% |
$1.6K - $1.73K
|
6.86K
$442K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
21New |
$1.46K - $1.58K
|
21
$1.35K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21+ 2.3% |
$1.46K - $1.58K
|
933
$60.2K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.38% |
$1.32K - $1.43K
|
4.99K
$322K
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
19+ 0.54% |
$1.32K - $1.43K
|
3.55K
$229K
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
17+ 0.07% |
$1.18K - $1.28K
|
23.6K
$1.52M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 0.96% |
$1.18K - $1.28K
|
1.79K
$116K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17+ 0.2% |
$1.18K - $1.28K
|
8.6K
$555K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.09% |
$1.18K - $1.28K
|
19.8K
$1.28M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
14+ 0.33% |
$971 - $1.05K
|
4.32K
$278K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
14+ 4.9% |
$971 - $1.05K
|
300
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.43% |
$971 - $1.05K
|
3.24K
$209K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$902 - $980
|
13
$839
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
13+ 0.05% |
$902 - $980
|
25K
$1.62M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12+ 0.15% |
$833 - $904
|
7.94K
$512K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
12+ 1.12% |
$833 - $904
|
1.08K
$69.9K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.31% |
$763 - $829
|
3.56K
$229K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.56% |
$763 - $829
|
440
$28.4K
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
10+ 0.03% |
$694 - $754
|
36.3K
$2.34M
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9+ 0.3% |
$625 - $678
|
2.97K
$192K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9+ 14.29% |
$625 - $678
|
72
$4.64K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9+ 0.13% |
$625 - $678
|
6.83K
$441K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8+ 0.03% |
$555 - $603
|
25.7K
$1.66M
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.25% |
$486 - $527
|
2.83K
$182K
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$486 - $527
|
3.62K
$233K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 10.34% |
$416 - $452
|
64
$4.13K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
6+ 0.21% |
$416 - $452
|
2.91K
$187K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6+ 0.08% |
$416 - $452
|
7.1K
$458K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5+ 0.09% |
$347 - $377
|
5.75K
$371K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.06% |
$347 - $377
|
8.4K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.47% |
$347 - $377
|
1.07K
$69.2K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.11% |
$347 - $377
|
4.67K
$301K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.37% |
$347 - $377
|
1.37K
$88.6K
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.11% |
$278 - $301
|
3.72K
$240K
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.03% |
$278 - $301
|
11.6K
$745K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.02% |
$278 - $301
|
23.3K
$1.5M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 0.15% |
$278 - $301
|
2.67K
$172K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.07% |
$208 - $226
|
4.18K
$269K
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3+ 0.04% |
$208 - $226
|
7.85K
$506K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.03% |
$208 - $226
|
8.99K
$580K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.25% |
$208 - $226
|
1.21K
$78.1K
|