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 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.48KNew |
$239K - $258K
|
1.48K
$199K
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.46K+ 5.77% |
$236K - $255K
|
26.7K
$3.59M
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$228K - $247K
|
1.41K
$190K
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.28KNew |
$208K - $224K
|
1.28K
$172K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.22KNew |
$197K - $213K
|
1.22K
$164K
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.18KNew |
$192K - $207K
|
1.18K
$159K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.17KNew |
$189K - $204K
|
1.17K
$157K
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.15KNew |
$187K - $202K
|
1.15K
$155K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.15KNew |
$186K - $201K
|
1.15K
$154K
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.15KNew |
$186K - $201K
|
1.15K
$154K
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
1.15KNew |
$186K - $200K
|
1.15K
$154K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
904+ 58.02% |
$146K - $158K
|
2.46K
$331K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.08M
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
834+ 7.12% |
$135K - $146K
|
12.5K
$1.69M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
805New |
$130K - $141K
|
805
$108K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
788+ 6.11% |
$128K - $138K
|
13.7K
$1.84M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
779+ 39.32% |
$126K - $136K
|
2.76K
$371K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
599New |
$97.1K - $105K
|
599
$80.6K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
520New |
$84.3K - $91K
|
520
$69.9K
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
CALL |
500+ 250.0% |
$81K - $87.5K
|
700
$94.1K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
496New |
$80.4K - $86.8K
|
496
$66.7K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
427+ 7.48% |
$69.2K - $74.7K
|
6.13K
$825K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
415+ 11.86% |
$67.2K - $72.6K
|
3.92K
$526K
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
387+ 11.41% |
$62.7K - $67.7K
|
3.78K
$508K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
347New |
$56.2K - $60.7K
|
347
$46.7K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
328+ 8.69% |
$53.1K - $57.4K
|
4.1K
$552K
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 7.69% |
$32.4K - $35K
|
2.8K
$377K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
200+ 8.03% |
$32.4K - $35K
|
2.69K
$362K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$32.4K - $35K
|
200
$26.9K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
200+ 9.88% |
$32.4K - $35K
|
2.23K
$299K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
190+ 23.99% |
$30.8K - $33.3K
|
982
$132K
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
187+ 15.12% |
$30.3K - $32.7K
|
1.42K
$191K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
152+ 8.7% |
$24.6K - $26.6K
|
1.9K
$256K
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
143+ 9.86% |
$23.2K - $25K
|
1.59K
$214K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
128+ 3.97% |
$20.7K - $22.4K
|
3.35K
$450K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
103+ 1.43% |
$16.7K - $18K
|
7.32K
$984K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$16.2K - $17.5K
|
100
$13.4K
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
100+ 2.16% |
$16.2K - $17.5K
|
4.73K
$635K
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
51+ 0.75% |
$8.26K - $8.93K
|
6.84K
$919K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
39+ 0.39% |
$6.32K - $6.83K
|
10K
$1.35M
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
35+ 0.76% |
$5.67K - $6.13K
|
4.65K
$625K
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
34+ 2.21% |
$5.51K - $5.95K
|
1.57K
$211K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
30+ 25.42% |
$4.86K - $5.25K
|
148
$19.9K
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
15+ 0.33% |
$2.43K - $2.63K
|
4.51K
$606K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10+ 0.47% |
$1.62K - $1.75K
|
2.12K
$285K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8+ 800.0% |
$1.3K - $1.4K
|
9
$1.21K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.35% |
$324 - $350
|
574
$77.2K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.89% |
$162 - $175
|
113
$15.2K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
815K+ 8.48% |
$129M - $140M
|
10.4M
$1.4B
|
|
Feb 14, 2024
Q4 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
140KNew |
$22.1M - $24.1M
|
140K
$18.8M
|