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 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-47.6K- 98.14% |
$7.71M - $8.33M
|
900
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-8.05K- 41.38% |
$1.3M - $1.41M
|
11.4K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-96- 7.42% |
$15.6K - $16.8K
|
1.2K
$183K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
109New |
$17.7K - $19.1K
|
109
$16.7K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.46K+ 5.77% |
$236K - $255K
|
26.7K
$4.08M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30KNew |
$4.87M - $5.26M
|
30K
$4.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-6- 0.46% |
$972 - $1.05K
|
1.3K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-164- 10.58% |
$26.6K - $28.7K
|
1.39K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-530- 26.71% |
$85.9K - $92.8K
|
1.45K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-24- 1.72% |
$3.89K - $4.2K
|
1.37K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-223- 5.93% |
$36.1K - $39K
|
3.54K
$541K
|
|
|
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
$30.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
50+ 1.91% |
$8.1K - $8.75K
|
2.67K
$408K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
30+ 25.42% |
$4.86K - $5.25K
|
148
$22.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-328- 63.69% |
$53.1K - $57.4K
|
187
$28.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
200+ 9.88% |
$32.4K - $35K
|
2.23K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.81% |
$1.62K - $1.75K
|
1.22K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
192+ 8.44% |
$31.1K - $33.6K
|
2.47K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 3.51% |
$32.4K - $35K
|
5.5K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-40- 2.78% |
$6.48K - $7K
|
1.4K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
39+ 0.39% |
$6.32K - $6.83K
|
10K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$228K - $247K
|
1.41K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.99KNew |
$808K - $873K
|
4.99K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
103+ 1.43% |
$16.7K - $18K
|
7.32K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-14- 0.24% |
$2.27K - $2.45K
|
5.79K
$884K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 50.0% |
$324K - $350K
|
2K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.47KNew |
$1.05M - $1.13M
|
6.47K
$990K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.7% |
$18.6K - $20.1K
|
2.99K
$457K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
190+ 23.99% |
$30.8K - $33.3K
|
982
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.04K+ 453.92% |
$1.3M - $1.41M
|
9.81K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1- 0.07% |
$162 - $175
|
1.5K
$229K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
415+ 11.86% |
$67.2K - $72.6K
|
3.92K
$599K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-187- 2.04% |
$30.3K - $32.7K
|
8.96K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 5.04% |
$13.8K - $14.9K
|
1.77K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$230K - $248K
|
1.42K
$217K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-102- 0.76% |
$16.5K - $17.9K
|
13.3K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
333+ 7.45% |
$54K - $58.3K
|
4.8K
$734K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-40- 2.33% |
$6.48K - $7K
|
1.68K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-313- 2.46% |
$50.7K - $54.8K
|
12.4K
$1.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
51+ 0.75% |
$8.26K - $8.93K
|
6.84K
$1.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 1.28% |
$16.2K - $17.5K
|
7.73K
$1.18M
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-52.5K- 5.96% |
$8.3M - $9.03M
|
829K
$127M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
56.3K+ 6.22% |
$8.89M - $9.68M
|
961K
$147M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-26- 2.01% |
$4.11K - $4.47K
|
1.27K
$193K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
449+ 4.58% |
$71K - $77.2K
|
10.3K
$1.57M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-49- 2.33% |
$7.75K - $8.43K
|
2.05K
$313K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
154New |
$24.3K - $26.5K
|
154
$23.5K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$1.81M - $1.97M
|
11.5K
$1.75M
|
|