Purchases and Sales Made in Q4 2022 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.88% |
$392 - $435
|
1.26K
$38.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9+ 5.11% |
$321 - $356
|
185
$5.62K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$321 - $356
|
9
$273
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.12% |
$285 - $316
|
6.61K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.45% |
$250 - $277
|
210
$6.38K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.69% |
$214 - $237
|
872
$26.5K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$107 - $119
|
10
$304
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$71.3 - $79.1
|
2
$60.8
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$71.3 - $79.1
|
2
$60.8
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.11% |
$35.7 - $39.6
|
882
$26.8K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.22% |
$35.7 - $39.6
|
46
$1.4K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-6- 0.44% |
$214 - $237
|
1.36K
$41.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 12.5% |
$214 - $237
|
42
$1.28K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$250 - $277
|
2.01K
$61K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 10.13% |
$285 - $316
|
71
$2.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 2.25% |
$321 - $356
|
391
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.11% |
$392 - $435
|
10.3K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 27.27% |
$428 - $475
|
32
$972
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12- 0.12% |
$428 - $475
|
9.94K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13- 0.11% |
$464 - $514
|
11.9K
$362K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15- 0.02% |
$535 - $593
|
70K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-23- 52.27% |
$820 - $910
|
21
$638
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-23- 2.04% |
$820 - $910
|
1.11K
$33.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-23- 1.69% |
$820 - $910
|
1.34K
$40.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-32- 6.37% |
$1.14K - $1.27K
|
470
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 3.33% |
$1.43K - $1.58K
|
1.16K
$35.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-42- 2.77% |
$1.5K - $1.66K
|
1.47K
$44.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-47- 43.12% |
$1.68K - $1.86K
|
62
$1.88K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-66- 0.1% |
$2.35K - $2.61K
|
65.6K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-79- 79.0% |
$2.82K - $3.12K
|
21
$638
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-85- 0.78% |
$3.03K - $3.36K
|
10.8K
$327K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-89- 1.44% |
$3.17K - $3.52K
|
6.09K
$185K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-93- 0.43% |
$3.32K - $3.68K
|
21.5K
$653K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 16.61% |
$3.32K - $3.68K
|
467
$14.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 1.64% |
$3.57K - $3.95K
|
6K
$182K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-103- 2.87% |
$3.67K - $4.07K
|
3.48K
$106K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-119- 1.76% |
$4.24K - $4.71K
|
6.63K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-142- 2.65% |
$5.06K - $5.62K
|
5.22K
$159K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-147- 0.61% |
$5.24K - $5.81K
|
23.9K
$726K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 2.53% |
$5.35K - $5.93K
|
5.78K
$176K
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
SELL
|
- |
-233- 2.75% |
$8.31K - $9.22K
|
8.25K
$251K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-258- 55.84% |
$9.2K - $10.2K
|
204
$6.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-280- 11.81% |
$9.98K - $11.1K
|
2.09K
$63.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-285- 10.7% |
$10.2K - $11.3K
|
2.38K
$72.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 21.69% |
$10.7K - $11.9K
|
1.08K
$32.9K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 0.88% |
$10.7K - $11.9K
|
33.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-313- 4.44% |
$11.2K - $12.4K
|
6.74K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-313- 4.44% |
$11.2K - $12.4K
|
6.74K
$205K
|