Purchases and Sales Made in Q2 2023 in Kraft Heinz CO (KHC)
This table provides information about the institutional ownership of Kraft Heinz CO (KHC) during Q2 2023. The information is specifically focused on institutions that hold shares of Kraft Heinz Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
62+ 0.51% |
$2.17K - $2.56K
|
12.3K
$360K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
61+ 6.83% |
$2.14K - $2.52K
|
954
$28K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
59New |
$2.07K - $2.44K
|
59
$1.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
55+ 7.02% |
$1.93K - $2.27K
|
838
$24.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 12.22% |
$1.75K - $2.07K
|
459
$13.5K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50+ 7.47% |
$1.75K - $2.07K
|
719
$21.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
49New |
$1.72K - $2.02K
|
49
$1.44K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
48+ 685.71% |
$1.68K - $1.98K
|
55
$1.61K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 115.0% |
$1.61K - $1.9K
|
86
$2.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
46New |
$1.61K - $1.9K
|
46
$1.35K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42+ 0.56% |
$1.47K - $1.74K
|
7.54K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40+ 0.64% |
$1.4K - $1.65K
|
6.31K
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 9.35% |
$1.37K - $1.61K
|
456
$13.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 514.29% |
$1.26K - $1.49K
|
43
$1.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
35+ 18.82% |
$1.23K - $1.45K
|
221
$6.48K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
34New |
$1.19K - $1.4K
|
34
$997
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$1.12K - $1.32K
|
32
$938
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 10.34% |
$1.05K - $1.24K
|
320
$9.38K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.15% |
$981 - $1.16K
|
1.33K
$39.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 1.18% |
$911 - $1.07K
|
2.23K
$65.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 55.32% |
$911 - $1.07K
|
73
$2.14K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
25+ 0.01% |
$876 - $1.03K
|
191K
$5.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
21+ 0.31% |
$735 - $868
|
6.88K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 0.01% |
$665 - $785
|
131K
$3.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
18+ 0.12% |
$630 - $744
|
14.6K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
17New |
$595 - $702
|
17
$498
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 0.47% |
$560 - $661
|
3.41K
$99.9K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 0.47% |
$560 - $661
|
3.41K
$99.9K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14+ 140.0% |
$490 - $578
|
24
$703
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.84% |
$455 - $537
|
1.55K
$45.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.19% |
$385 - $455
|
5.93K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.57% |
$350 - $413
|
1.77K
$51.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10New |
$350 - $413
|
10
$293
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.12% |
$350 - $413
|
8.6K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 38.46% |
$350 - $413
|
36
$1.06K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$315 - $372
|
9
$264
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.99% |
$245 - $289
|
716
$21K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
7New |
$245 - $289
|
7
$205
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 1.1% |
$210 - $248
|
553
$16.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.76% |
$175 - $207
|
666
$19.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4+ 0.03% |
$140 - $165
|
13.5K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$140 - $165
|
4
$117
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$140 - $165
|
19.6K
$575K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.15% |
$105 - $124
|
264
$7.74K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.58% |
$70 - $82.6
|
347
$10.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.01% |
$70 - $82.6
|
13.7K
$401K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.65% |
$70 - $82.6
|
311
$9.12K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.36% |
$70 - $82.6
|
149
$4.37K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.16% |
$70 - $82.6
|
1.28K
$37.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 1.05% |
$70 - $82.6
|
192
$5.63K
|