Purchases and Sales Made in Q2 2023 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 37.58% |
$24.3K - $28.4K
|
2.9K
$94.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
769+ 0.57% |
$23.7K - $27.6K
|
136K
$4.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
743+ 123.01% |
$22.9K - $26.7K
|
1.35K
$43.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
686+ 184.91% |
$21.1K - $24.6K
|
1.06K
$34.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
678+ 1232.73% |
$20.9K - $24.3K
|
733
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
664+ 6.45% |
$20.4K - $23.8K
|
11K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
630+ 8.81% |
$19.4K - $22.6K
|
7.78K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
625New |
$19.2K - $22.4K
|
625
$20.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
536+ 0.14% |
$16.5K - $19.2K
|
372K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
533+ 0.79% |
$16.4K - $19.1K
|
67.7K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 0.4% |
$15.4K - $17.9K
|
126K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
480+ 390.24% |
$14.8K - $17.2K
|
603
$19.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
463+ 60.44% |
$14.2K - $16.6K
|
1.23K
$40K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
426+ 83.37% |
$13.1K - $15.3K
|
937
$30.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
423New |
$13K - $15.2K
|
423
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
394+ 5.31% |
$12.1K - $14.1K
|
7.81K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
394+ 5.31% |
$12.1K - $14.1K
|
7.81K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
386New |
$11.9K - $13.9K
|
386
$12.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
379+ 8.57% |
$11.7K - $13.6K
|
4.8K
$156K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
378+ 26.45% |
$11.6K - $13.6K
|
1.81K
$58.9K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
377+ 5.78% |
$11.6K - $13.5K
|
6.9K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
362+ 0.89% |
$11.1K - $13K
|
40.9K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
350+ 2.4% |
$10.8K - $12.6K
|
14.9K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
350+ 1.67% |
$10.8K - $12.6K
|
21.3K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
345+ 92.0% |
$10.6K - $12.4K
|
720
$23.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
337New |
$10.4K - $12.1K
|
337
$11K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
333+ 0.58% |
$10.2K - $12K
|
58.2K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
330New |
$10.2K - $11.8K
|
330
$10.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
327New |
$10.1K - $11.7K
|
327
$10.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
325+ 5.12% |
$10K - $11.7K
|
6.67K
$217K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
293New |
$9.01K - $10.5K
|
293
$9.55K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
277+ 48.6% |
$8.52K - $9.94K
|
847
$27.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 348.05% |
$8.24K - $9.62K
|
345
$11.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
246+ 1.17% |
$7.57K - $8.83K
|
21.3K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
244New |
$7.51K - $8.76K
|
244
$7.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
242+ 0.59% |
$7.44K - $8.69K
|
41.3K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
241New |
$7.41K - $8.65K
|
241
$7.85K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
236+ 42.99% |
$7.26K - $8.47K
|
785
$25.6K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227+ 16.53% |
$6.98K - $8.15K
|
1.6K
$52.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
225+ 91.84% |
$6.92K - $8.08K
|
470
$15.3K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
205+ 0.39% |
$6.31K - $7.36K
|
52.2K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
200+ 0.98% |
$6.15K - $7.18K
|
20.7K
$673K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
193+ 0.31% |
$5.94K - $6.93K
|
61.6K
$2.01M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 44.99% |
$5.38K - $6.28K
|
564
$18.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 44.99% |
$5.38K - $6.28K
|
564
$18.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$5.38K - $6.28K
|
175
$5.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
169+ 0.57% |
$5.2K - $6.07K
|
30K
$978K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$4.92K - $5.74K
|
160
$5.21K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
154+ 0.54% |
$4.74K - $5.53K
|
28.9K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
147+ 10.12% |
$4.52K - $5.28K
|
1.6K
$52.1K
|