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 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
77+ 1.65% |
$13K - $14K
|
4.74K
$719K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
77+ 0.31% |
$13K - $14K
|
24.6K
$3.74M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76+ 1.91% |
$12.9K - $13.9K
|
4.05K
$615K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
76+ 3.73% |
$12.9K - $13.9K
|
2.12K
$321K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
75+ 9.42% |
$12.7K - $13.7K
|
871
$132K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75+ 0.59% |
$12.7K - $13.7K
|
12.8K
$1.94M
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
75+ 2.66% |
$12.7K - $13.7K
|
2.89K
$438K
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
75+ 4.89% |
$12.7K - $13.7K
|
1.61K
$244K
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
75+ 0.52% |
$12.7K - $13.7K
|
14.4K
$2.19M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
74+ 2.66% |
$12.5K - $13.5K
|
2.86K
$433K
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
74+ 0.21% |
$12.5K - $13.5K
|
34.9K
$5.29M
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
73+ 3.95% |
$12.3K - $13.3K
|
1.92K
$291K
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
72+ 2.2% |
$12.2K - $13.1K
|
3.35K
$508K
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
72+ 0.75% |
$12.2K - $13.1K
|
9.71K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
72+ 0.82% |
$12.2K - $13.1K
|
8.84K
$1.34M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
71+ 0.98% |
$12K - $12.9K
|
7.31K
$1.11M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
71+ 1.81% |
$12K - $12.9K
|
4K
$607K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
70+ 0.36% |
$11.8K - $12.8K
|
19.6K
$2.98M
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.44% |
$11.8K - $12.8K
|
2.94K
$446K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
70+ 0.41% |
$11.8K - $12.8K
|
17.1K
$2.59M
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 2.7% |
$11.7K - $12.6K
|
2.62K
$398K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
69+ 1.11% |
$11.7K - $12.6K
|
6.29K
$954K
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
68+ 1.22% |
$11.5K - $12.4K
|
5.66K
$859K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
68+ 0.34% |
$11.5K - $12.4K
|
20.3K
$3.08M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
68+ 4.06% |
$11.5K - $12.4K
|
1.74K
$264K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
68+ 1.43% |
$11.5K - $12.4K
|
4.81K
$729K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
67+ 0.4% |
$11.3K - $12.2K
|
16.7K
$2.54M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
66+ 2.22% |
$11.2K - $12K
|
3.05K
$462K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
66+ 2.67% |
$11.2K - $12K
|
2.54K
$385K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
65+ 0.9% |
$11K - $11.8K
|
7.3K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
65+ 0.51% |
$11K - $11.8K
|
12.9K
$1.95M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
64+ 2.75% |
$10.8K - $11.7K
|
2.39K
$363K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
64+ 1.12% |
$10.8K - $11.7K
|
5.79K
$878K
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
63+ 0.22% |
$10.7K - $11.5K
|
28.1K
$4.26M
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
63+ 0.73% |
$10.7K - $11.5K
|
8.71K
$1.32M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
63+ 2.02% |
$10.7K - $11.5K
|
3.18K
$482K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
63+ 0.51% |
$10.7K - $11.5K
|
12.5K
$1.9M
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
62+ 1.34% |
$10.5K - $11.3K
|
4.69K
$712K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
61+ 3.7% |
$10.3K - $11.1K
|
1.71K
$259K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
60+ 0.31% |
$10.1K - $10.9K
|
19.4K
$2.95M
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
60+ 0.73% |
$10.1K - $10.9K
|
8.33K
$1.26M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60+ 2.41% |
$10.1K - $10.9K
|
2.55K
$387K
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.98% |
$10.1K - $10.9K
|
3.09K
$469K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
60+ 3.46% |
$10.1K - $10.9K
|
1.79K
$272K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.43% |
$9.98K - $10.8K
|
4.18K
$634K
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
59+ 4.72% |
$9.98K - $10.8K
|
1.31K
$199K
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
59+ 0.17% |
$9.98K - $10.8K
|
34.9K
$5.3M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
58+ 0.01% |
$9.81K - $10.6K
|
409K
$62.1M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
58+ 3.79% |
$9.81K - $10.6K
|
1.59K
$241K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
56+ 0.85% |
$9.47K - $10.2K
|
6.65K
$1.01M
|