Latest Institutional Purchases of Pepsico Inc (PEP)
This list provides information on the latest institutional transactions involving Pepsico Inc (PEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.49K+ 16.51% |
$241K - $261K
|
10.5K
$1.6M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.48KNew |
$239K - $258K
|
1.48K
$225K
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.46K+ 5.77% |
$236K - $255K
|
26.7K
$4.07M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$230K - $248K
|
1.42K
$216K
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$228K - $247K
|
1.41K
$215K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.37KNew |
$222K - $240K
|
1.37K
$209K
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.28KNew |
$208K - $224K
|
1.28K
$195K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.22KNew |
$197K - $213K
|
1.22K
$186K
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.18KNew |
$192K - $207K
|
1.18K
$180K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.17KNew |
$189K - $204K
|
1.17K
$178K
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.15KNew |
$187K - $202K
|
1.15K
$176K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.15KNew |
$186K - $201K
|
1.15K
$175K
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.15KNew |
$186K - $201K
|
1.15K
$175K
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.15KNew |
$186K - $200K
|
1.15K
$175K
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 25.0% |
$162K - $175K
|
5K
$762K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
904+ 58.02% |
$146K - $158K
|
2.46K
$375K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.49M
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
834+ 7.12% |
$135K - $146K
|
12.5K
$1.91M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
805New |
$130K - $141K
|
805
$123K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
788+ 6.11% |
$128K - $138K
|
13.7K
$2.09M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
779+ 39.32% |
$126K - $136K
|
2.76K
$421K
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 15.75% |
$97.2K - $105K
|
4.41K
$672K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
599New |
$97.1K - $105K
|
599
$91.3K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
520New |
$84.3K - $91K
|
520
$79.3K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
514New |
$83.3K - $90K
|
514
$78.4K
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
CALL |
500+ 250.0% |
$81K - $87.5K
|
700
$107K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
496New |
$80.4K - $86.8K
|
496
$75.6K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
427+ 7.48% |
$69.2K - $74.7K
|
6.13K
$935K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
415+ 11.86% |
$67.2K - $72.6K
|
3.92K
$597K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$66.6K - $71.9K
|
411
$62.7K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
400New |
$64.8K - $70K
|
400
$61K
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
387+ 11.41% |
$62.7K - $67.7K
|
3.78K
$576K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
347New |
$56.2K - $60.7K
|
347
$52.9K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
333+ 7.45% |
$54K - $58.3K
|
4.8K
$732K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
328+ 8.69% |
$53.1K - $57.4K
|
4.1K
$625K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
311+ 0.4% |
$50.4K - $54.4K
|
77.2K
$11.8M
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
270New |
$43.8K - $47.3K
|
270
$41.2K
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
250+ 8.45% |
$40.5K - $43.8K
|
3.21K
$489K
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 7.69% |
$32.4K - $35K
|
2.8K
$427K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
200+ 8.03% |
$32.4K - $35K
|
2.69K
$410K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$32.4K - $35K
|
200
$30.5K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
200+ 9.88% |
$32.4K - $35K
|
2.23K
$339K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
192+ 8.44% |
$31.1K - $33.6K
|
2.47K
$376K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
190+ 23.99% |
$30.8K - $33.3K
|
982
$150K
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
187+ 15.12% |
$30.3K - $32.7K
|
1.42K
$217K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
158+ 40.31% |
$25.6K - $27.7K
|
550
$83.8K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
152+ 8.7% |
$24.6K - $26.6K
|
1.9K
$290K
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
150+ 3.32% |
$24.3K - $26.3K
|
4.67K
$712K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
144New |
$23.3K - $25.2K
|
144
$22K
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
143+ 9.86% |
$23.2K - $25K
|
1.59K
$243K
|