Purchases and Sales Made in Q4 2023 in Coca Cola Europacific Partners PLC (CCEP)
This table provides information about the institutional ownership of Coca Cola Europacific Partners PLC (CCEP) during Q4 2023. The information is specifically focused on institutions that hold shares of COCA-COLA EUROPACIFIC PARTNERS plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
324+ 0.96% |
$18.5K - $21.6K
|
33.9K
$2.65M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
317New |
$18.1K - $21.2K
|
317
$24.7K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
307New |
$17.5K - $20.5K
|
307
$24K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
301+ 3.36% |
$17.2K - $20.1K
|
9.27K
$724K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
295+ 11.43% |
$16.9K - $19.7K
|
2.88K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
283New |
$16.2K - $18.9K
|
283
$22.1K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
273New |
$15.6K - $18.2K
|
273
$21.3K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
230+ 2.64% |
$13.1K - $15.4K
|
8.95K
$698K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
200New |
$11.4K - $13.4K
|
200
$15.6K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
181New |
$10.3K - $12.1K
|
181
$14.1K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
177+ 3.89% |
$10.1K - $11.8K
|
4.73K
$369K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
158+ 4.01% |
$9.02K - $10.6K
|
4.1K
$320K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
155+ 24.07% |
$8.85K - $10.4K
|
799
$62.4K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 12.95% |
$8.68K - $10.2K
|
1.33K
$103K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
134+ 121.82% |
$7.65K - $8.95K
|
244
$19K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
130+ 0.62% |
$7.43K - $8.69K
|
21K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 0.41% |
$7.25K - $8.49K
|
31.3K
$2.44M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
127New |
$7.25K - $8.49K
|
127
$9.91K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
114New |
$6.51K - $7.62K
|
114
$8.9K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
113+ 2.41% |
$6.45K - $7.55K
|
4.8K
$374K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
106New |
$6.05K - $7.08K
|
106
$8.27K
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
93+ 0.41% |
$5.31K - $6.21K
|
22.9K
$1.79M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
91New |
$5.2K - $6.08K
|
91
$7.1K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
81+ 1.71% |
$4.63K - $5.41K
|
4.83K
$377K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
81+ 0.74% |
$4.63K - $5.41K
|
11K
$862K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
80+ 0.48% |
$4.57K - $5.35K
|
16.7K
$1.3M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
76+ 8.32% |
$4.34K - $5.08K
|
989
$77.2K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
70New |
$4K - $4.68K
|
70
$5.46K
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
67+ 0.26% |
$3.83K - $4.48K
|
25.8K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64New |
$3.66K - $4.28K
|
64
$5K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
63+ 12.73% |
$3.6K - $4.21K
|
558
$43.6K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
54+ 360.0% |
$3.08K - $3.61K
|
69
$5.39K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
46+ 1.41% |
$2.63K - $3.07K
|
3.32K
$259K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 9.09% |
$2.4K - $2.81K
|
504
$39.3K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
38New |
$2.17K - $2.54K
|
38
$2.97K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
37New |
$2.11K - $2.47K
|
37
$2.89K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
32New |
$1.83K - $2.14K
|
32
$2.5K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
32New |
$1.83K - $2.14K
|
32
$2.5K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
30New |
$1.71K - $2K
|
30
$2.34K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 52.73% |
$1.66K - $1.94K
|
84
$6.56K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 1.97% |
$1.49K - $1.74K
|
1.35K
$105K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21New |
$1.2K - $1.4K
|
21
$1.64K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
21+ 0.43% |
$1.2K - $1.4K
|
4.88K
$381K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 8.47% |
$1.14K - $1.34K
|
256
$20K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
16New |
$914 - $1.07K
|
16
$1.25K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 11.94% |
$914 - $1.07K
|
150
$11.7K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$857 - $1K
|
15
$1.17K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 3.89% |
$743 - $869
|
347
$27.1K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 1.43% |
$685 - $802
|
851
$66.4K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 183.33% |
$628 - $735
|
17
$1.33K
|