Purchases and Sales Made in Q1 2022 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q1 2022. The information is specifically focused on institutions that hold shares of Keurig Dr Pepper Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
102+ 8.59% |
$3.74K - $4.01K
|
1.29K
$39.2K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
100New |
$3.67K - $3.93K
|
100
$3.04K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
100New |
$3.67K - $3.93K
|
100
$3.04K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
98+ 9.33% |
$3.59K - $3.85K
|
1.15K
$34.9K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92+ 150.82% |
$3.37K - $3.61K
|
153
$4.65K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 0.23% |
$3.34K - $3.57K
|
40K
$1.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
84+ 3.65% |
$3.08K - $3.3K
|
2.39K
$72.5K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
82+ 7.82% |
$3.01K - $3.22K
|
1.13K
$34.4K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
82New |
$3.01K - $3.22K
|
82
$2.49K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80New |
$2.93K - $3.14K
|
80
$2.43K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
77New |
$2.82K - $3.02K
|
77
$2.34K
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
73+ 0.53% |
$2.68K - $2.87K
|
14K
$425K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
62New |
$2.27K - $2.44K
|
62
$1.88K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
61New |
$2.24K - $2.4K
|
61
$1.85K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$1.83K - $1.96K
|
50
$1.52K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
47New |
$1.72K - $1.85K
|
47
$1.43K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
47+ 0.49% |
$1.72K - $1.85K
|
9.72K
$295K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 0.25% |
$1.65K - $1.77K
|
17.9K
$545K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
37New |
$1.36K - $1.45K
|
37
$1.12K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 0.34% |
$1.06K - $1.14K
|
8.55K
$260K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 9.03% |
$990 - $1.06K
|
326
$9.9K
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
25+ 0.06% |
$916 - $982
|
41.5K
$1.26M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21+ 4.09% |
$770 - $825
|
534
$16.2K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.29% |
$696 - $746
|
6.6K
$201K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
18+ 100.0% |
$660 - $707
|
36
$1.09K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 163.64% |
$660 - $707
|
29
$881
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
18New |
$660 - $707
|
18
$547
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12+ 24.0% |
$440 - $471
|
62
$1.88K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11+ 1.4% |
$403 - $432
|
798
$24.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 9.8% |
$367 - $393
|
112
$3.4K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
8+ 27.59% |
$293 - $314
|
37
$1.12K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6New |
$220 - $236
|
6
$182
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$36.7 - $39.3
|
50.3K
$1.53M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$36.7 - $39.3
|
857
$26K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.38% |
$36.7 - $39.3
|
43
$1.31K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.27% |
$36.7 - $39.3
|
373
$11.3K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$73.3 - $78.6
|
9.14K
$278K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.04% |
$110 - $118
|
8.2K
$249K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 0.94% |
$257 - $275
|
736
$22.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9Closed |
$330 - $354
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12Closed |
$440 - $471
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
SELL
|
- |
-12- 0.12% |
$440 - $471
|
9.72K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-15Closed |
$550 - $589
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-25Closed |
$916 - $982
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-27- 47.37% |
$990 - $1.06K
|
30
$911
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-39Closed |
$1.43K - $1.53K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.77% |
$1.54K - $1.65K
|
5.42K
$165K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55Closed |
$2.02K - $2.16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-65- 11.25% |
$2.38K - $2.55K
|
513
$15.6K
|