Purchases and Sales Made in Q3 2023 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
96New |
$3K - $3.31K
|
96
$3.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
92+ 8.21% |
$2.88K - $3.17K
|
1.21K
$41K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 13.76% |
$2.69K - $2.96K
|
711
$24K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
80+ 0.25% |
$2.5K - $2.76K
|
32.5K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
75+ 125.0% |
$2.35K - $2.58K
|
135
$4.56K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
63+ 0.63% |
$1.97K - $2.17K
|
10K
$339K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
63+ 0.29% |
$1.97K - $2.17K
|
21.8K
$737K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 116.98% |
$1.94K - $2.14K
|
115
$3.88K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60+ 187.5% |
$1.88K - $2.07K
|
92
$3.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
60New |
$1.88K - $2.07K
|
60
$2.03K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
56+ 25.93% |
$1.75K - $1.93K
|
272
$9.19K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45New |
$1.41K - $1.55K
|
45
$1.52K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
42New |
$1.31K - $1.45K
|
42
$1.42K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 3.83% |
$1.25K - $1.38K
|
1.09K
$36.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
38+ 86.36% |
$1.19K - $1.31K
|
82
$2.77K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 6.2% |
$1.16K - $1.28K
|
634
$21.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37+ 3.93% |
$1.16K - $1.28K
|
979
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36+ 0.17% |
$1.13K - $1.24K
|
21.4K
$722K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 10.0% |
$1.03K - $1.14K
|
363
$12.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
30New |
$938 - $1.03K
|
30
$1.01K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
28+ 2.9% |
$876 - $965
|
992
$33.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 3.72% |
$844 - $930
|
752
$25.4K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$782 - $862
|
25
$845
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$750 - $827
|
24
$811
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
22New |
$688 - $758
|
22
$743
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
13New |
$407 - $448
|
13
$439
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 68.42% |
$407 - $448
|
32
$1.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.64% |
$344 - $379
|
1.72K
$58.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$313 - $345
|
10
$338
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5New |
$156 - $172
|
5
$169
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 100.0% |
$156 - $172
|
10
$338
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5+ 0.01% |
$156 - $172
|
51.8K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.04% |
$156 - $172
|
14K
$473K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 4.55% |
$62.5 - $68.9
|
46
$1.55K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$31.3 - $34.5
|
33.5K
$1.13M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 3.13% |
$93.8 - $103
|
93
$3.14K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 2.97% |
$313 - $345
|
327
$11K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 4.12% |
$375 - $414
|
279
$9.42K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 25.3% |
$657 - $724
|
62
$2.09K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-23- 0.31% |
$719 - $793
|
7.48K
$253K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 2.77% |
$813 - $896
|
911
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 45.0% |
$844 - $930
|
33
$1.11K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-40- 13.84% |
$1.25K - $1.38K
|
249
$8.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-42- 0.06% |
$1.31K - $1.45K
|
70.4K
$2.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 0.19% |
$1.34K - $1.48K
|
22.8K
$770K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-55- 0.31% |
$1.72K - $1.9K
|
17.8K
$602K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-71- 24.23% |
$2.22K - $2.45K
|
222
$7.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-75- 1.12% |
$2.35K - $2.58K
|
6.6K
$223K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-80- 43.96% |
$2.5K - $2.76K
|
102
$3.45K
|