Purchases and Sales Made in Q3 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q3 2023. The information is specifically focused on institutions that hold shares of PEPSICO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-192- 9.28% |
$32.5K - $36.8K
|
1.88K
$288K
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-193- 2.48% |
$32.7K - $37K
|
7.58K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-194- 1.55% |
$32.9K - $37.2K
|
12.4K
$1.9M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-195- 12.16% |
$33K - $37.4K
|
1.41K
$216K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-195- 2.17% |
$33K - $37.4K
|
8.81K
$1.35M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-195- 6.23% |
$33K - $37.4K
|
2.93K
$450K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-195- 1.71% |
$33K - $37.4K
|
11.2K
$1.72M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-196- 0.32% |
$33.2K - $37.6K
|
60.2K
$9.24M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-197- 0.34% |
$33.4K - $37.7K
|
58.3K
$8.95M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-198- 8.02% |
$33.5K - $37.9K
|
2.27K
$349K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-198- 3.23% |
$33.5K - $37.9K
|
5.93K
$910K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-198- 1.13% |
$33.5K - $37.9K
|
17.4K
$2.67M
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 1.95% |
$33.9K - $38.3K
|
10K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 0.31% |
$33.9K - $38.3K
|
63.5K
$9.75M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-200- 3.19% |
$33.9K - $38.3K
|
6.07K
$931K
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-201- 0.45% |
$34.1K - $38.5K
|
44.5K
$6.83M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-202- 2.39% |
$34.2K - $38.7K
|
8.26K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-202- 2.73% |
$34.2K - $38.7K
|
7.21K
$1.11M
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-203- 0.37% |
$34.4K - $38.9K
|
55.1K
$8.46M
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-203- 0.66% |
$34.4K - $38.9K
|
30.6K
$4.69M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-203- 6.34% |
$34.4K - $38.9K
|
3K
$460K
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-205- 0.36% |
$34.7K - $39.3K
|
56.4K
$8.65M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-205- 1.06% |
$34.7K - $39.3K
|
19.2K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-208- 0.97% |
$35.2K - $39.9K
|
21.2K
$3.25M
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-210- 6.7% |
$35.6K - $40.2K
|
2.92K
$449K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-210- 0.75% |
$35.6K - $40.2K
|
27.8K
$4.26M
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-210- 13.12% |
$35.6K - $40.2K
|
1.39K
$214K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-213- 1.36% |
$36.1K - $40.8K
|
15.4K
$2.36M
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-217- 10.06% |
$36.8K - $41.6K
|
1.94K
$298K
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-217- 3.42% |
$36.8K - $41.6K
|
6.14K
$942K
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-218- 0.93% |
$36.9K - $41.8K
|
23.3K
$3.57M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-221- 0.15% |
$37.4K - $42.3K
|
148K
$22.7M
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-221- 2.64% |
$37.4K - $42.3K
|
8.16K
$1.25M
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-222- 1.3% |
$37.6K - $42.5K
|
16.8K
$2.58M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-223- 2.09% |
$37.8K - $42.7K
|
10.5K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-223- 3.03% |
$37.8K - $42.7K
|
7.13K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-224- 4.54% |
$38K - $42.9K
|
4.71K
$723K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-225- 2.93% |
$38.1K - $43.1K
|
7.47K
$1.15M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-228- 3.66% |
$38.6K - $43.7K
|
6K
$921K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-228- 4.39% |
$38.6K - $43.7K
|
4.97K
$763K
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-229- 8.65% |
$38.8K - $43.9K
|
2.42K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-229- 2.66% |
$38.8K - $43.9K
|
8.37K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-230- 1.27% |
$39K - $44.1K
|
17.9K
$2.74M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-230- 4.12% |
$39K - $44.1K
|
5.35K
$821K
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-230- 3.58% |
$39K - $44.1K
|
6.2K
$952K
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-231- 1.11% |
$39.1K - $44.3K
|
20.6K
$3.17M
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-231- 3.16% |
$39.1K - $44.3K
|
7.09K
$1.09M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-232- 4.01% |
$39.3K - $44.5K
|
5.56K
$853K
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-232- 0.4% |
$39.3K - $44.5K
|
57.1K
$8.76M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-233- 1.89% |
$39.5K - $44.6K
|
12.1K
$1.85M
|