Purchases and Sales Made in Q1 2023 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
387+ 0.58% |
$13.2K - $14K
|
67.2K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
380+ 169.64% |
$13K - $13.8K
|
604
$18.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
380New |
$13K - $13.8K
|
380
$11.8K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
365+ 4.23% |
$12.5K - $13.2K
|
9K
$279K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
352+ 0.5% |
$12K - $12.8K
|
71.1K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
351+ 4.7% |
$12K - $12.7K
|
7.82K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
350+ 2.52% |
$11.9K - $12.7K
|
14.2K
$441K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
346+ 1.67% |
$11.8K - $12.5K
|
21.1K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
308+ 67.25% |
$10.5K - $11.2K
|
766
$23.7K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
304+ 4.58% |
$10.4K - $11K
|
6.94K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
245New |
$8.36K - $8.88K
|
245
$7.6K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
240+ 1.75% |
$8.19K - $8.7K
|
13.9K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
226+ 3.35% |
$7.71K - $8.19K
|
6.97K
$216K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
213+ 2.43% |
$7.27K - $7.72K
|
9K
$279K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
212+ 3.2% |
$7.23K - $7.69K
|
6.84K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
203+ 0.17% |
$6.92K - $7.36K
|
122K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200New |
$6.82K - $7.25K
|
200
$6.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
196+ 15.59% |
$6.69K - $7.11K
|
1.45K
$45K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
192New |
$6.55K - $6.96K
|
192
$5.95K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
182+ 10.63% |
$6.21K - $6.6K
|
1.89K
$58.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
182New |
$6.21K - $6.6K
|
182
$5.64K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
156+ 0.42% |
$5.32K - $5.66K
|
37.3K
$1.15M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
151+ 8.65% |
$5.15K - $5.48K
|
1.9K
$58.8K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
130New |
$4.43K - $4.71K
|
130
$4.03K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 31.36% |
$4.16K - $4.42K
|
511
$15.8K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
109+ 1.23% |
$3.72K - $3.95K
|
8.98K
$278K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
102+ 6.89% |
$3.48K - $3.7K
|
1.58K
$49.1K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
88New |
$3K - $3.19K
|
88
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 4.21% |
$2.9K - $3.08K
|
2.11K
$65.3K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78New |
$2.66K - $2.83K
|
78
$2.42K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
77+ 0.29% |
$2.63K - $2.79K
|
26.7K
$828K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
76+ 11.26% |
$2.59K - $2.76K
|
751
$23.3K
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
75+ 1.25% |
$2.56K - $2.72K
|
6.07K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
74+ 1.12% |
$2.52K - $2.68K
|
6.65K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69+ 0.72% |
$2.35K - $2.5K
|
9.69K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
63+ 7.22% |
$2.15K - $2.28K
|
935
$29K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
63+ 10.03% |
$2.15K - $2.28K
|
691
$21.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
57+ 0.58% |
$1.94K - $2.07K
|
9.93K
$308K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54+ 72.0% |
$1.84K - $1.96K
|
129
$4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 0.93% |
$1.84K - $1.96K
|
5.84K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 156.25% |
$1.71K - $1.81K
|
82
$2.54K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 12.1% |
$1.43K - $1.52K
|
389
$12.1K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
35+ 6.81% |
$1.19K - $1.27K
|
549
$17K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 68.0% |
$1.16K - $1.23K
|
84
$2.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
33+ 0.07% |
$1.13K - $1.2K
|
50.1K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
29New |
$989 - $1.05K
|
29
$899
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
29+ 3.31% |
$989 - $1.05K
|
906
$28.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25New |
$853 - $907
|
25
$775
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
24+ 4.05% |
$819 - $870
|
616
$19.1K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
22+ 0.25% |
$750 - $798
|
8.81K
$273K
|