Purchases and Sales Made in Q3 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
175+ 0.91% |
$29.7K - $33.5K
|
19.5K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
175+ 26.28% |
$29.7K - $33.5K
|
841
$129K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
174+ 0.85% |
$29.5K - $33.3K
|
20.6K
$3.15M
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
174+ 0.87% |
$29.5K - $33.3K
|
20.1K
$3.07M
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
174+ 0.9% |
$29.5K - $33.3K
|
19.4K
$2.97M
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
173+ 1.0% |
$29.3K - $33.1K
|
17.5K
$2.67M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
173+ 8.35% |
$29.3K - $33.1K
|
2.25K
$343K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 3.4% |
$28.8K - $32.6K
|
5.17K
$790K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
168+ 3.9% |
$28.5K - $32.2K
|
4.47K
$684K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
168+ 8.35% |
$28.5K - $32.2K
|
2.18K
$333K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
168+ 0.24% |
$28.5K - $32.2K
|
69.2K
$10.6M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
167New |
$28.3K - $32K
|
167
$25.5K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
167+ 0.98% |
$28.3K - $32K
|
17.2K
$2.63M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
167+ 3.02% |
$28.3K - $32K
|
5.7K
$871K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
166+ 0.68% |
$28.1K - $31.8K
|
24.7K
$3.78M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
164+ 7.47% |
$27.8K - $31.4K
|
2.36K
$361K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
164+ 0.2% |
$27.8K - $31.4K
|
80.6K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.52% |
$27.4K - $31K
|
31K
$4.75M
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
161+ 4.7% |
$27.3K - $30.8K
|
3.59K
$548K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
161+ 0.69% |
$27.3K - $30.8K
|
23.6K
$3.61M
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
160+ 0.48% |
$27.1K - $30.7K
|
33.7K
$5.16M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
160+ 31.87% |
$27.1K - $30.7K
|
662
$101K
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 5.31% |
$27.1K - $30.7K
|
3.17K
$485K
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 5.31% |
$27.1K - $30.7K
|
3.17K
$485K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
159+ 6.26% |
$26.9K - $30.5K
|
2.7K
$413K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
158+ 0.77% |
$26.8K - $30.3K
|
20.6K
$3.15M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
157+ 6.73% |
$26.6K - $30.1K
|
2.49K
$381K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
157+ 3.31% |
$26.6K - $30.1K
|
4.9K
$749K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
154+ 2.45% |
$26.1K - $29.5K
|
6.44K
$984K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
152+ 0.32% |
$25.8K - $29.1K
|
47.8K
$7.31M
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
152+ 1.53% |
$25.8K - $29.1K
|
10.1K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
150+ 2.64% |
$25.4K - $28.7K
|
5.83K
$891K
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
150+ 5.48% |
$25.4K - $28.7K
|
2.89K
$441K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
150+ 7.38% |
$25.4K - $28.7K
|
2.18K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
150+ 0.48% |
$25.4K - $28.7K
|
31.7K
$4.85M
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
150+ 0.8% |
$25.4K - $28.7K
|
19K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
150+ 2.63% |
$25.4K - $28.7K
|
5.85K
$894K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
149New |
$25.2K - $28.5K
|
149
$22.8K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
149+ 2.04% |
$25.2K - $28.5K
|
7.44K
$1.14M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
148+ 0.74% |
$25.1K - $28.4K
|
20.1K
$3.08M
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
148+ 0.71% |
$25.1K - $28.4K
|
20.9K
$3.2M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
148+ 1.55% |
$25.1K - $28.4K
|
9.7K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
147+ 0.52% |
$24.9K - $28.2K
|
28.6K
$4.37M
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
146+ 0.73% |
$24.7K - $28K
|
20K
$3.06M
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
145+ 5.45% |
$24.6K - $27.8K
|
2.81K
$429K
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 0.42% |
$24.6K - $27.8K
|
34.8K
$5.32M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
144+ 2.48% |
$24.4K - $27.6K
|
5.96K
$912K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
143+ 5.14% |
$24.2K - $27.4K
|
2.93K
$448K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
143+ 8.64% |
$24.2K - $27.4K
|
1.8K
$275K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
142+ 5.09% |
$24.1K - $27.2K
|
2.93K
$448K
|