Purchases and Sales Made in Q2 2022 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
575+ 9.49% |
$19.7K - $22.1K
|
6.64K
$202K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
561+ 1.05% |
$19.3K - $21.5K
|
54K
$1.64M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
524New |
$18K - $20.1K
|
524
$15.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
500New |
$17.2K - $19.2K
|
500
$15.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
490+ 20.53% |
$16.8K - $18.8K
|
2.88K
$87.4K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
489New |
$16.8K - $18.8K
|
489
$14.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
410+ 5.25% |
$14.1K - $15.7K
|
8.22K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
405+ 0.52% |
$13.9K - $15.5K
|
78.2K
$2.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
403New |
$13.8K - $15.5K
|
403
$12.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
342+ 900.0% |
$11.7K - $13.1K
|
380
$11.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326New |
$11.2K - $12.5K
|
326
$9.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
306New |
$10.5K - $11.7K
|
306
$9.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
303+ 10.47% |
$10.4K - $11.6K
|
3.2K
$97.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
303+ 81.67% |
$10.4K - $11.6K
|
674
$20.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$10.3K - $11.5K
|
300
$9.11K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
278+ 0.97% |
$9.54K - $10.7K
|
28.9K
$877K
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
275+ 0.49% |
$9.44K - $10.5K
|
56.9K
$1.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228+ 16.06% |
$7.83K - $8.75K
|
1.65K
$50.1K
|
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
223+ 2.54% |
$7.66K - $8.55K
|
9K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
204New |
$7K - $7.83K
|
204
$6.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
204New |
$7K - $7.83K
|
204
$6.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
203+ 2.11% |
$6.97K - $7.79K
|
9.81K
$298K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200New |
$6.87K - $7.67K
|
200
$6.08K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
200+ 0.95% |
$6.87K - $7.67K
|
21.2K
$644K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
200+ 327.87% |
$6.87K - $7.67K
|
261
$7.93K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
198+ 14.01% |
$6.8K - $7.6K
|
1.61K
$48.9K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
182+ 2.12% |
$6.25K - $6.98K
|
8.78K
$267K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
177+ 22.21% |
$6.08K - $6.79K
|
974
$29.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
175+ 372.34% |
$6.01K - $6.71K
|
222
$6.74K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
174+ 2.64% |
$5.97K - $6.67K
|
6.78K
$206K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
170New |
$5.84K - $6.52K
|
170
$5.16K
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
160+ 1.05% |
$5.49K - $6.14K
|
15.4K
$466K
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
154+ 0.23% |
$5.29K - $5.91K
|
66.4K
$2.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
154+ 15.75% |
$5.29K - $5.91K
|
1.13K
$34.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
149+ 0.51% |
$5.12K - $5.72K
|
29.5K
$898K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 23.41% |
$4.29K - $4.8K
|
659
$20K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
117+ 0.68% |
$4.02K - $4.49K
|
17.3K
$525K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
115New |
$3.95K - $4.41K
|
115
$3.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 8.44% |
$3.33K - $3.72K
|
1.25K
$37.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
95+ 8.4% |
$3.26K - $3.64K
|
1.23K
$37.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
94+ 7.29% |
$3.23K - $3.61K
|
1.38K
$42K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
90+ 75.63% |
$3.09K - $3.45K
|
209
$6.35K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
89+ 1.58% |
$3.06K - $3.41K
|
5.73K
$174K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
86+ 12.5% |
$2.95K - $3.3K
|
774
$23.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
79+ 0.92% |
$2.71K - $3.03K
|
8.64K
$263K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
77+ 104.05% |
$2.64K - $2.95K
|
151
$4.59K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
72+ 5.72% |
$2.47K - $2.76K
|
1.33K
$40.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
68New |
$2.33K - $2.61K
|
68
$2.07K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
64New |
$2.2K - $2.46K
|
64
$1.94K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
63+ 76.83% |
$2.16K - $2.42K
|
145
$4.41K
|