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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
131+ 1871.43% |
$4.03K - $4.7K
|
138
$4.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
131+ 13.23% |
$4.03K - $4.7K
|
1.12K
$36.6K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
107+ 58.79% |
$3.29K - $3.84K
|
289
$9.44K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 126.51% |
$3.23K - $3.77K
|
188
$6.14K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
95+ 527.78% |
$2.92K - $3.41K
|
113
$3.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
92+ 0.08% |
$2.83K - $3.3K
|
121K
$3.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
75+ 41.44% |
$2.31K - $2.69K
|
256
$8.36K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
72New |
$2.21K - $2.58K
|
72
$2.35K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
66+ 0.74% |
$2.03K - $2.37K
|
9.02K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60New |
$1.85K - $2.15K
|
60
$1.96K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
58+ 6.4% |
$1.78K - $2.08K
|
964
$31.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
57+ 0.57% |
$1.75K - $2.05K
|
9.98K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49+ 7.09% |
$1.51K - $1.76K
|
740
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
45+ 562.5% |
$1.38K - $1.62K
|
53
$1.73K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44New |
$1.35K - $1.58K
|
44
$1.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
42+ 22.7% |
$1.29K - $1.51K
|
227
$7.41K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32New |
$984 - $1.15K
|
32
$1.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
29New |
$892 - $1.04K
|
29
$947
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 93.55% |
$892 - $1.04K
|
60
$1.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18+ 0.12% |
$554 - $646
|
15.5K
$506K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
16New |
$492 - $574
|
16
$523
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.53% |
$277 - $323
|
1.71K
$55.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 10.26% |
$246 - $287
|
86
$2.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.75% |
$215 - $251
|
942
$30.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.01% |
$215 - $251
|
65.6K
$2.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 1.42% |
$123 - $144
|
286
$9.34K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3+ 0.0% |
$92.3 - $108
|
70.5K
$2.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.11% |
$30.8 - $35.9
|
883
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.22% |
$30.8 - $35.9
|
83
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1- -0.0% |
$30.8 - $35.9
|
30.2K
$987K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 5.26% |
$61.5 - $71.8
|
36
$1.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.15% |
$123 - $144
|
182
$5.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 1.71% |
$400 - $467
|
747
$24.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 42.42% |
$431 - $502
|
19
$621
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 0.4% |
$615 - $718
|
4.96K
$162K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-22Closed |
$677 - $790
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 2.35% |
$861 - $1K
|
1.17K
$38K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-43- 26.88% |
$1.32K - $1.54K
|
117
$3.82K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-45- 0.51% |
$1.38K - $1.62K
|
8.77K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 6.45% |
$1.54K - $1.79K
|
725
$23.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 0.74% |
$1.69K - $1.97K
|
7.36K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-60- 7.19% |
$1.85K - $2.15K
|
775
$25.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64- 0.95% |
$1.97K - $2.3K
|
6.69K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 1.15% |
$2.06K - $2.4K
|
5.77K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-78- 0.71% |
$2.4K - $2.8K
|
10.9K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-79- 10.49% |
$2.43K - $2.84K
|
674
$22K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-81- 0.23% |
$2.49K - $2.91K
|
35.3K
$1.15M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-88Closed |
$2.71K - $3.16K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-97- 8.49% |
$2.98K - $3.48K
|
1.05K
$34.1K
|