Purchases and Sales Made in Q4 2023 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
390+ 167.38% |
$10.9K - $13K
|
623
$20.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
361+ 1805.0% |
$10.1K - $12K
|
381
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
355+ 348.04% |
$9.9K - $11.8K
|
457
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
344+ 0.43% |
$9.6K - $11.5K
|
80.6K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
328+ 1.05% |
$9.15K - $10.9K
|
31.5K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
324New |
$9.04K - $10.8K
|
324
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
323New |
$9.01K - $10.8K
|
323
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
308+ 22.63% |
$8.59K - $10.3K
|
1.67K
$55.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
299+ 1.12% |
$8.34K - $9.97K
|
27K
$890K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
297+ 2.97% |
$8.29K - $9.9K
|
10.3K
$340K
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
296+ 1.91% |
$8.26K - $9.87K
|
15.8K
$521K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
292+ 2.19% |
$8.15K - $9.74K
|
13.6K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
290+ 0.42% |
$8.09K - $9.67K
|
70.1K
$2.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 579.59% |
$7.92K - $9.47K
|
333
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
274+ 26.4% |
$7.64K - $9.14K
|
1.31K
$43.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
269+ 7.55% |
$7.51K - $8.97K
|
3.83K
$126K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250New |
$6.98K - $8.34K
|
250
$8.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
249New |
$6.95K - $8.3K
|
249
$8.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
243New |
$6.78K - $8.1K
|
243
$8.02K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
231+ 0.76% |
$6.44K - $7.7K
|
30.4K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
229New |
$6.39K - $7.64K
|
229
$7.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
227+ 244.09% |
$6.33K - $7.57K
|
320
$10.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
222+ 13.09% |
$6.19K - $7.4K
|
1.92K
$63.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
220+ 12.15% |
$6.14K - $7.34K
|
2.03K
$67K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 32.65% |
$5.78K - $6.9K
|
841
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
204New |
$5.69K - $6.8K
|
204
$6.73K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
203+ 1.5% |
$5.66K - $6.77K
|
13.7K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
189+ 66.32% |
$5.27K - $6.3K
|
474
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
159+ 35.57% |
$4.44K - $5.3K
|
606
$20K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
157New |
$4.38K - $5.24K
|
157
$5.18K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
150New |
$4.19K - $5K
|
150
$4.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
145+ 0.2% |
$4.05K - $4.84K
|
73.7K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
133+ 0.36% |
$3.71K - $4.44K
|
37.4K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
128New |
$3.57K - $4.27K
|
128
$4.22K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
125New |
$3.49K - $4.17K
|
125
$4.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
114+ 0.36% |
$3.18K - $3.8K
|
31.9K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
107+ 0.55% |
$2.99K - $3.57K
|
19.4K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
105New |
$2.93K - $3.5K
|
105
$3.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101New |
$2.82K - $3.37K
|
101
$3.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
101New |
$2.82K - $3.37K
|
101
$3.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$2.79K - $3.34K
|
100
$3.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
82New |
$2.29K - $2.73K
|
82
$2.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
80New |
$2.23K - $2.67K
|
80
$2.64K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
80New |
$2.23K - $2.67K
|
80
$2.64K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
76+ 0.76% |
$2.12K - $2.53K
|
10.1K
$334K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
67+ 0.68% |
$1.87K - $2.23K
|
9.92K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
60+ 0.42% |
$1.67K - $2K
|
14.2K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60New |
$1.67K - $2K
|
60
$1.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
59New |
$1.65K - $1.97K
|
59
$1.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
59New |
$1.65K - $1.97K
|
59
$1.95K
|