Purchases and Sales Made in Q4 2023 in Mondelez International, Inc. (MDLZ)
This table provides information about the institutional ownership of Mondelez International, Inc. (MDLZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
112New |
$6.84K - $8.19K
|
112
$7.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
111+ 35.35% |
$6.78K - $8.12K
|
425
$27.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
110+ 0.34% |
$6.71K - $8.04K
|
32.7K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
108+ 3.18% |
$6.59K - $7.9K
|
3.51K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
108+ 2.28% |
$6.59K - $7.9K
|
4.84K
$310K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108New |
$6.59K - $7.9K
|
108
$6.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
107+ 0.79% |
$6.53K - $7.82K
|
13.6K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
105+ 1.83% |
$6.41K - $7.68K
|
5.85K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
101+ 0.48% |
$6.17K - $7.38K
|
21.2K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
100+ 2.99% |
$6.1K - $7.31K
|
3.45K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
100New |
$6.1K - $7.31K
|
100
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
94+ 0.45% |
$5.74K - $6.87K
|
21.2K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
91+ 1.34% |
$5.55K - $6.65K
|
6.89K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
90+ 3.11% |
$5.49K - $6.58K
|
2.98K
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
87+ 1.83% |
$5.31K - $6.36K
|
4.85K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
86+ 0.96% |
$5.25K - $6.29K
|
9.02K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
82+ 3.62% |
$5.01K - $6K
|
2.35K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
80New |
$4.88K - $5.85K
|
80
$5.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
79+ 2.17% |
$4.82K - $5.78K
|
3.72K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
76+ 5.11% |
$4.64K - $5.56K
|
1.56K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71+ 1.89% |
$4.33K - $5.19K
|
3.83K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
70+ 1.11% |
$4.27K - $5.12K
|
6.36K
$407K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
69+ 12.45% |
$4.21K - $5.04K
|
623
$39.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
69+ 100.0% |
$4.21K - $5.04K
|
138
$8.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
67+ 1.16% |
$4.09K - $4.9K
|
5.86K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
65New |
$3.97K - $4.75K
|
65
$4.16K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
64+ 2.08% |
$3.91K - $4.68K
|
3.14K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
62+ 0.38% |
$3.78K - $4.53K
|
16.5K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62+ 1.58% |
$3.78K - $4.53K
|
3.98K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62+ 0.14% |
$3.78K - $4.53K
|
43.9K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
61New |
$3.72K - $4.46K
|
61
$3.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
60+ 1.22% |
$3.66K - $4.39K
|
4.97K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.79% |
$3.66K - $4.39K
|
7.61K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
60+ 1.27% |
$3.66K - $4.39K
|
4.8K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
59+ 1.98% |
$3.6K - $4.31K
|
3.04K
$195K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
59+ 0.6% |
$3.6K - $4.31K
|
9.96K
$637K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
58+ 0.67% |
$3.54K - $4.24K
|
8.75K
$560K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
57New |
$3.48K - $4.17K
|
57
$3.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57+ 3.18% |
$3.48K - $4.17K
|
1.85K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
57+ 1.07% |
$3.48K - $4.17K
|
5.38K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
56+ 36.6% |
$3.42K - $4.09K
|
209
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
53+ 0.11% |
$3.24K - $3.87K
|
49.7K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52+ 1.27% |
$3.17K - $3.8K
|
4.16K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
51+ 0.82% |
$3.11K - $3.73K
|
6.24K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 0.47% |
$3.05K - $3.66K
|
10.6K
$677K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
50+ 0.28% |
$3.05K - $3.66K
|
17.8K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
48+ 0.68% |
$2.93K - $3.51K
|
7.16K
$458K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
47+ 0.03% |
$2.87K - $3.44K
|
151K
$9.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.26% |
$2.69K - $3.22K
|
16.7K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
43+ 0.74% |
$2.62K - $3.14K
|
5.86K
$375K
|