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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
2KNew |
$339K - $383K
|
2K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
42+ 3.59% |
$7.12K - $8.05K
|
1.21K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-341- 14.92% |
$57.8K - $65.3K
|
1.95K
$297K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.45% |
$1.19K - $1.34K
|
1.57K
$241K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
827+ 5.07% |
$140K - $158K
|
17.1K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-55- 0.21% |
$9.32K - $10.5K
|
26.4K
$4.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-135- 35.16% |
$22.9K - $25.9K
|
249
$38.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-26- 1.44% |
$4.41K - $4.98K
|
1.78K
$272K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-482- 1.72% |
$81.7K - $92.4K
|
27.5K
$4.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4.6KNew |
$779K - $881K
|
4.6K
$703K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 13.79% |
$678 - $766
|
33
$5.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$220K - $249K
|
1.3K
$198K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.84K- 11.8% |
$820K - $927K
|
36.2K
$5.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-195- 6.23% |
$33K - $37.4K
|
2.93K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.15K- 4.63% |
$364K - $412K
|
44.3K
$6.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
1New |
$169 - $192
|
1
$153
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-115- 2.5% |
$19.5K - $22K
|
4.49K
$687K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-687- 22.58% |
$116K - $132K
|
2.36K
$360K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
84+ 0.61% |
$14.2K - $16.1K
|
13.7K
$2.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-60- 3.11% |
$10.2K - $11.5K
|
1.87K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
62+ 4.64% |
$10.5K - $11.9K
|
1.4K
$214K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41New |
$6.95K - $7.86K
|
41
$6.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-38- 74.51% |
$6.44K - $7.28K
|
13
$1.99K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
36.2K+ 72.27% |
$6.14M - $6.94M
|
86.4K
$13.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
85+ 7.54% |
$14.4K - $16.3K
|
1.21K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-68- 5.1% |
$11.5K - $13K
|
1.27K
$193K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17+ 1.4% |
$2.88K - $3.26K
|
1.23K
$188K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
97+ 323.33% |
$16.4K - $18.6K
|
127
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.95K - $7.86K
|
41
$6.27K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-301- 3.71% |
$51K - $57.7K
|
7.81K
$1.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-100- 4.76% |
$16.9K - $19.2K
|
2K
$306K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-110- 34.7% |
$18.6K - $21.1K
|
207
$31.6K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.37K- 2.54% |
$607K - $661K
|
129K
$19.8M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 82.1% |
$24K - $26.1K
|
29
$4.43K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90.3K- 58.85% |
$16.3M - $17.7M
|
63.2K
$9.66M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.6KNew |
$1.9M - $2.07M
|
10.6K
$1.61M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.32K- 53.24% |
$597K - $651K
|
2.91K
$445K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
175+ 8.52% |
$31.5K - $34.3K
|
2.23K
$341K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.55KNew |
$459K - $500K
|
2.55K
$390K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
39K+ 19.97% |
$7.02M - $7.65M
|
234K
$35.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
760New |
$137K - $149K
|
760
$116K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-107- 2.13% |
$19.3K - $21K
|
4.91K
$750K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.98KNew |
$357K - $389K
|
1.98K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
103KNew |
$18.6M - $20.2M
|
103K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.16KNew |
$209K - $228K
|
1.16K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.1KNew |
$197K - $215K
|
1.1K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
14.6KNew |
$2.62M - $2.86M
|
14.6K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
21+ 1.83% |
$3.78K - $4.12K
|
1.17K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-22- 1.02% |
$3.96K - $4.31K
|
2.14K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3.88K+ 110.03% |
$700K - $762K
|
7.41K
$1.13M
|
|