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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Pacifica Capital Investments, LLC
|
BUY
|
- |
50+ 4.34% |
$8.46K - $9.12K
|
1.2K
$175K
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.51KNew |
$255K - $275K
|
1.51K
$219K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
18+ 1.4% |
$3.04K - $3.28K
|
1.31K
$190K
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-8.97K- 73.15% |
$1.52M - $1.63M
|
3.29K
$478K
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$202K - $218K
|
1.19K
$174K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
133+ 8.06% |
$22.5K - $24.2K
|
1.78K
$259K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$4.06K - $4.38K
|
24
$3.49K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
933+ 14.9% |
$158K - $170K
|
7.19K
$1.05M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
114+ 2.32% |
$19.3K - $20.8K
|
5.02K
$730K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
34+ 1.02% |
$5.75K - $6.2K
|
3.37K
$491K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
332+ 5.66% |
$56.1K - $60.5K
|
6.2K
$901K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
5+ 0.23% |
$846 - $912
|
2.15K
$313K
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-16- 0.83% |
$2.71K - $2.92K
|
1.92K
$280K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
349+ 28.54% |
$59K - $63.6K
|
1.57K
$229K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-30- 4.51% |
$5.07K - $5.47K
|
635
$92.4K
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-24- 1.82% |
$4.06K - $4.38K
|
1.3K
$188K
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-8- 16.0% |
$1.35K - $1.46K
|
42
$6.11K
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-11.5K- 98.8% |
$1.94M - $2.09M
|
140
$20.4K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
49+ 1.38% |
$8.29K - $8.93K
|
3.61K
$525K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-71- 0.24% |
$12K - $12.9K
|
29.6K
$4.3M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-82- 2.97% |
$13.9K - $14.9K
|
2.68K
$390K
|
|
Apr 25, 2023
Q1 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
24KNew |
$4.06M - $4.38M
|
24K
$3.49M
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-22- 1.0% |
$3.72K - $4.01K
|
2.18K
$317K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
31New |
$5.24K - $5.65K
|
31
$4.51K
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
10+ 0.88% |
$1.69K - $1.82K
|
1.15K
$168K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.88KNew |
$486K - $524K
|
2.88K
$418K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
550+ 28.84% |
$93K - $100K
|
2.46K
$357K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-175- 50.0% |
$29.6K - $31.9K
|
175
$25.5K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.3K+ 2.75% |
$389K - $419K
|
86K
$12.5M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17+ 1.49% |
$2.88K - $3.1K
|
1.16K
$168K
|
|
Apr 18, 2023
Q1 2023
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
17KNew |
$2.87M - $3.1M
|
17K
$2.47M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
15+ 4.36% |
$2.54K - $2.73K
|
359
$52.2K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-228- 15.49% |
$38.6K - $41.6K
|
1.24K
$181K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-130- 9.48% |
$22K - $23.7K
|
1.24K
$181K
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
12.1K+ 63.6% |
$2.04M - $2.2M
|
31K
$4.52M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
290+ 3.14% |
$49K - $52.9K
|
9.52K
$1.38M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.21K- 3.34% |
$882K - $951K
|
151K
$21.9M
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-512- 3.31% |
$86.6K - $93.3K
|
15K
$2.18M
|
|
Q4 2022 | |||||||
Feb 05, 2025
Q4 2022
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-450Closed |
$72.7K - $83.7K
|
0
$0
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.78KNew |
$772K - $888K
|
4.78K
$695K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
40KNew |
$6.46M - $7.44M
|
40K
$5.82M
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
12.4KNew |
$2M - $2.31M
|
12.4K
$1.8M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$162 - $186
|
1
$145
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.05K- 18.01% |
$170K - $195K
|
4.78K
$695K
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.98KNew |
$321K - $369K
|
1.98K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
7.59K+ 1.36% |
$1.23M - $1.41M
|
565K
$82.2M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
642+ 7.0% |
$104K - $119K
|
9.81K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.1K- 19.33% |
$339K - $390K
|
8.77K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$1.87M - $2.15M
|
11.6K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-451- 0.98% |
$72.9K - $83.8K
|
45.7K
$6.64M
|