Purchases and Sales Made in Q1 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
552+ 3.84% |
$93.4K - $101K
|
14.9K
$2.28M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
550+ 28.84% |
$93K - $100K
|
2.46K
$376K
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
548+ 0.33% |
$92.7K - $99.9K
|
166K
$25.3M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
548+ 0.51% |
$92.7K - $99.9K
|
107K
$16.4M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
545+ 3.72% |
$92.2K - $99.4K
|
15.2K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
542+ 7.2% |
$91.7K - $98.8K
|
8.07K
$1.23M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
534+ 4.79% |
$90.3K - $97.3K
|
11.7K
$1.79M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
533+ 3.99% |
$90.1K - $97.2K
|
13.9K
$2.12M
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
533+ 6.82% |
$90.1K - $97.2K
|
8.35K
$1.28M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
532+ 3.1% |
$90K - $97K
|
17.7K
$2.7M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
527+ 2.08% |
$89.1K - $96.1K
|
25.9K
$3.96M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
516+ 24.61% |
$87.3K - $94.1K
|
2.61K
$400K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
511+ 1.77% |
$86.4K - $93.2K
|
29.4K
$4.5M
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
508+ 2.86% |
$85.9K - $92.6K
|
18.3K
$2.8M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
507+ 6.53% |
$85.7K - $92.4K
|
8.27K
$1.26M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 12.84% |
$85.1K - $91.7K
|
4.42K
$676K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
496+ 0.43% |
$83.9K - $90.4K
|
117K
$17.9M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
496+ 3.18% |
$83.9K - $90.4K
|
16.1K
$2.46M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
493+ 0.2% |
$83.4K - $89.9K
|
245K
$37.4M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
491+ 0.51% |
$83K - $89.5K
|
97.4K
$14.9M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
487+ 26.25% |
$82.4K - $88.8K
|
2.34K
$358K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
487+ 7.65% |
$82.4K - $88.8K
|
6.86K
$1.05M
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
481+ 1.61% |
$81.3K - $87.7K
|
30.4K
$4.65M
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
480+ 12.07% |
$81.2K - $87.5K
|
4.46K
$682K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
478+ 1.85% |
$80.8K - $87.1K
|
26.4K
$4.03M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
476+ 3.34% |
$80.5K - $86.8K
|
14.7K
$2.25M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
475New |
$80.3K - $86.6K
|
475
$72.6K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
473+ 13.72% |
$80K - $86.2K
|
3.92K
$599K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
473+ 1.62% |
$80K - $86.2K
|
29.6K
$4.53M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
473+ 3.85% |
$80K - $86.2K
|
12.8K
$1.95M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
472+ 36.42% |
$79.8K - $86K
|
1.77K
$270K
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
471+ 8.8% |
$79.7K - $85.9K
|
5.83K
$891K
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
470+ 5.77% |
$79.5K - $85.7K
|
8.62K
$1.32M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
467+ 15.9% |
$79K - $85.1K
|
3.4K
$520K
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
466+ 18.71% |
$78.8K - $85K
|
2.96K
$452K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
463+ 1.45% |
$78.3K - $84.4K
|
32.3K
$4.94M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
462+ 3.94% |
$78.1K - $84.2K
|
12.2K
$1.86M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
461+ 39.27% |
$78K - $84K
|
1.64K
$250K
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
460+ 9.71% |
$77.8K - $83.9K
|
5.2K
$795K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
459+ 5.15% |
$77.6K - $83.7K
|
9.38K
$1.43M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
451+ 8.17% |
$76.3K - $82.2K
|
5.97K
$913K
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
448+ 14.0% |
$75.8K - $81.7K
|
3.65K
$558K
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
448+ 13.81% |
$75.8K - $81.7K
|
3.69K
$564K
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
445+ 16.95% |
$75.3K - $81.1K
|
3.07K
$469K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
442+ 0.79% |
$74.8K - $80.6K
|
56.3K
$8.61M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
442+ 0.92% |
$74.8K - $80.6K
|
48.3K
$7.39M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
440New |
$74.4K - $80.2K
|
440
$67.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
437+ 2.32% |
$73.9K - $79.7K
|
19.3K
$2.95M
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
435+ 2.59% |
$73.6K - $79.3K
|
17.2K
$2.64M
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
433+ 1.23% |
$73.2K - $78.9K
|
35.8K
$5.47M
|