Purchases and Sales Made in Q1 2024 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q1 2024. 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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.36% |
$173 - $200
|
1.66K
$54.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 38.46% |
$144 - $167
|
18
$588
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.32% |
$86.6 - $100
|
954
$31.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.66% |
$86.6 - $100
|
458
$15K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$57.8 - $66.7
|
2
$65.3
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.66% |
$57.8 - $66.7
|
304
$9.93K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.45% |
$28.9 - $33.4
|
30
$980
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.11% |
$28.9 - $33.4
|
884
$28.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.22% |
$28.9 - $33.4
|
460
$15K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.27% |
$28.9 - $33.4
|
45
$1.47K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.09% |
$28.9 - $33.4
|
1.05K
$34.4K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 1.35% |
$28.9 - $33.4
|
73
$2.38K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 4.55% |
$28.9 - $33.4
|
21
$686
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$57.8 - $66.7
|
6.56K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.03% |
$86.6 - $100
|
11.3K
$370K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-3- 0.03% |
$86.6 - $100
|
9.63K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 8.33% |
$116 - $133
|
44
$1.44K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 1.89% |
$116 - $133
|
208
$6.79K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-8- 47.06% |
$231 - $267
|
9
$294
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 5.16% |
$375 - $434
|
239
$7.81K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 1.63% |
$462 - $534
|
965
$31.5K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-22- 0.05% |
$635 - $734
|
47.7K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24- 42.11% |
$693 - $801
|
33
$1.08K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.17% |
$693 - $801
|
14K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 16.67% |
$722 - $834
|
125
$4.08K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-37- 0.29% |
$1.07K - $1.23K
|
12.7K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-47- 5.23% |
$1.36K - $1.57K
|
851
$27.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-51- 0.91% |
$1.47K - $1.7K
|
5.57K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-53- 2.47% |
$1.53K - $1.77K
|
2.09K
$68.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 48.0% |
$1.73K - $2K
|
65
$2.12K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-63- 54.31% |
$1.82K - $2.1K
|
53
$1.73K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 4.58% |
$2.69K - $3.1K
|
1.94K
$63.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-98- 1.34% |
$2.83K - $3.27K
|
7.22K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.06% |
$2.89K - $3.34K
|
165K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-102- 3.82% |
$2.95K - $3.4K
|
2.57K
$83.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-103- 12.68% |
$2.97K - $3.44K
|
709
$23.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-110- 88.0% |
$3.18K - $3.67K
|
15
$490
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-111- 18.32% |
$3.21K - $3.7K
|
495
$16.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-148- 41.34% |
$4.27K - $4.94K
|
210
$6.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-153- 33.48% |
$4.42K - $5.11K
|
304
$9.93K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 2.84% |
$4.91K - $5.67K
|
5.82K
$190K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-174- 22.57% |
$5.03K - $5.81K
|
597
$19.5K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-190- 0.27% |
$5.49K - $6.34K
|
69.5K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-190- 35.19% |
$5.49K - $6.34K
|
350
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-205- 2.78% |
$5.92K - $6.84K
|
7.16K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-225- 2.75% |
$6.5K - $7.51K
|
7.97K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-232- 0.04% |
$6.7K - $7.74K
|
552K
$18M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-249- 1.86% |
$7.19K - $8.31K
|
13.1K
$429K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-252- 8.11% |
$7.28K - $8.41K
|
2.86K
$93.2K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-268- 56.54% |
$7.74K - $8.94K
|
206
$6.73K
|