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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
41New |
$2.5K - $3K
|
41
$2.34K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
41New |
$2.5K - $3K
|
41
$2.34K
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
40+ 1.16% |
$2.44K - $2.92K
|
3.5K
$200K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
39+ 0.37% |
$2.38K - $2.85K
|
10.7K
$609K
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
39+ 0.95% |
$2.38K - $2.85K
|
4.16K
$237K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
36+ 0.62% |
$2.2K - $2.63K
|
5.88K
$336K
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
35+ 0.3% |
$2.14K - $2.56K
|
11.6K
$663K
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
33+ 0.49% |
$2.01K - $2.41K
|
6.74K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.88% |
$2.01K - $2.41K
|
3.78K
$216K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
32+ 0.52% |
$1.95K - $2.34K
|
6.21K
$355K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.7% |
$1.89K - $2.27K
|
4.43K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 1.0% |
$1.89K - $2.27K
|
3.14K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
31+ 0.93% |
$1.89K - $2.27K
|
3.36K
$192K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
30+ 0.79% |
$1.83K - $2.19K
|
3.85K
$220K
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
30+ 0.44% |
$1.83K - $2.19K
|
6.89K
$393K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 7.26% |
$1.83K - $2.19K
|
443
$25.3K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$1.83K - $2.19K
|
30
$1.71K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
29+ 0.46% |
$1.77K - $2.12K
|
6.33K
$362K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28+ 0.67% |
$1.71K - $2.05K
|
4.19K
$240K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
28+ 2.14% |
$1.71K - $2.05K
|
1.34K
$76.5K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.31% |
$1.71K - $2.05K
|
9.07K
$518K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
27+ 0.58% |
$1.65K - $1.97K
|
4.68K
$267K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.65K - $1.97K
|
27
$1.54K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27+ 0.16% |
$1.65K - $1.97K
|
17.3K
$988K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 1.94% |
$1.59K - $1.9K
|
1.37K
$78K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
26+ 0.4% |
$1.59K - $1.9K
|
6.47K
$370K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$1.53K - $1.83K
|
25
$1.43K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
25+ 0.18% |
$1.53K - $1.83K
|
14.1K
$807K
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
24+ 0.68% |
$1.46K - $1.75K
|
3.57K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$1.46K - $1.75K
|
24
$1.37K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 0.11% |
$1.34K - $1.61K
|
19.8K
$1.13M
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 0.32% |
$1.28K - $1.54K
|
6.68K
$382K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 3.24% |
$1.16K - $1.39K
|
606
$34.6K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
18New |
$1.1K - $1.32K
|
18
$1.03K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 1.19% |
$1.04K - $1.24K
|
1.45K
$82.9K
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 34.0% |
$1.04K - $1.24K
|
67
$3.83K
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
16+ 0.34% |
$977 - $1.17K
|
4.69K
$268K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
16+ 0.49% |
$977 - $1.17K
|
3.26K
$186K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15+ 0.19% |
$916 - $1.1K
|
7.92K
$452K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.5% |
$855 - $1.02K
|
947
$54.1K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 0.39% |
$855 - $1.02K
|
3.57K
$204K
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
13+ 0.16% |
$794 - $950
|
8.35K
$477K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13+ 0.05% |
$794 - $950
|
26.4K
$1.51M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.29% |
$732 - $877
|
4.09K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.44% |
$671 - $804
|
461
$26.3K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11+ 0.19% |
$671 - $804
|
5.66K
$324K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.21% |
$610 - $731
|
4.83K
$276K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$610 - $731
|
11.8K
$675K
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9+ 0.3% |
$549 - $658
|
2.97K
$170K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.29% |
$549 - $658
|
3.16K
$181K
|