Latest Institutional Transactions on Pepsico Inc (PEP)
This table provides information on the latest institutional transactions involving Pepsico Inc (PEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.22KNew |
$197K - $213K
|
1.22K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
152+ 8.7% |
$24.6K - $26.6K
|
1.9K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
39.8KNew |
$6.45M - $6.97M
|
39.8K
$5.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
347New |
$56.2K - $60.7K
|
347
$50.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8+ 800.0% |
$1.3K - $1.4K
|
9
$1.31K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
779+ 39.32% |
$126K - $136K
|
2.76K
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.61KNew |
$423K - $457K
|
2.61K
$380K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.74K- 98.81% |
$606K - $654K
|
45
$6.54K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-47.6K- 98.14% |
$7.71M - $8.33M
|
900
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-96- 7.42% |
$15.6K - $16.8K
|
1.2K
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.46K+ 5.77% |
$236K - $255K
|
26.7K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30KNew |
$4.87M - $5.26M
|
30K
$4.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-164- 10.58% |
$26.6K - $28.7K
|
1.39K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-530- 26.71% |
$85.9K - $92.8K
|
1.45K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-24- 1.72% |
$3.89K - $4.2K
|
1.37K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-223- 5.93% |
$36.1K - $39K
|
3.54K
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-9.49KClosed |
$1.54M - $1.66M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$32.4K - $35K
|
200
$29.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
30+ 25.42% |
$4.86K - $5.25K
|
148
$21.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-328- 63.69% |
$53.1K - $57.4K
|
187
$27.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
200+ 9.88% |
$32.4K - $35K
|
2.23K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-40- 2.78% |
$6.48K - $7K
|
1.4K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
39+ 0.39% |
$6.32K - $6.83K
|
10K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$228K - $247K
|
1.41K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.99KNew |
$808K - $873K
|
4.99K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
103+ 1.43% |
$16.7K - $18K
|
7.32K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 50.0% |
$324K - $350K
|
2K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.47KNew |
$1.05M - $1.13M
|
6.47K
$942K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
190+ 23.99% |
$30.8K - $33.3K
|
982
$143K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.04K+ 453.92% |
$1.3M - $1.41M
|
9.81K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
415+ 11.86% |
$67.2K - $72.6K
|
3.92K
$569K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-313- 2.46% |
$50.7K - $54.8K
|
12.4K
$1.81M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
51+ 0.75% |
$8.26K - $8.93K
|
6.84K
$994K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 1.28% |
$16.2K - $17.5K
|
7.73K
$1.12M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
815K+ 8.48% |
$129M - $140M
|
10.4M
$1.52B
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.61KNew |
$255K - $277K
|
1.61K
$234K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-26- 2.01% |
$4.11K - $4.47K
|
1.27K
$184K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
154New |
$24.3K - $26.5K
|
154
$22.4K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$1.81M - $1.97M
|
11.5K
$1.67M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
510New |
$80.6K - $87.7K
|
510
$74.2K
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.17KNew |
$185K - $201K
|
1.17K
$170K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.22KNew |
$193K - $210K
|
1.22K
$178K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.39KNew |
$219K - $239K
|
1.39K
$202K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.68KNew |
$266K - $289K
|
1.68K
$244K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$7.75K - $8.43K
|
50
$7.27K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
332New |
$52.5K - $57.1K
|
332
$48.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
604New |
$95.5K - $104K
|
604
$87.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.37K - $2.58K
|
15
$2.18K
|
|