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 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
82+ 1.17% |
$13.9K - $15.7K
|
7.08K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
82+ 0.33% |
$13.9K - $15.7K
|
24.6K
$3.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
80+ 1.48% |
$13.6K - $15.3K
|
5.5K
$840K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
80+ 7.19% |
$13.6K - $15.3K
|
1.19K
$182K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
80+ 5.02% |
$13.6K - $15.3K
|
1.67K
$256K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 0.76% |
$13.6K - $15.3K
|
10.6K
$1.63M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
80+ 2.33% |
$13.6K - $15.3K
|
3.51K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
79+ 1.36% |
$13.4K - $15.1K
|
5.87K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
79+ 2.99% |
$13.4K - $15.1K
|
2.72K
$416K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
78+ 1.38% |
$13.2K - $14.9K
|
5.72K
$875K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
78+ 3.21% |
$13.2K - $14.9K
|
2.51K
$383K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 3.33% |
$13.2K - $14.9K
|
2.42K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
78+ 1.15% |
$13.2K - $14.9K
|
6.85K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
77+ 1.16% |
$13K - $14.8K
|
6.71K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
77+ 0.31% |
$13K - $14.8K
|
25.2K
$3.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
76+ 0.16% |
$12.9K - $14.6K
|
49K
$7.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
76+ 0.45% |
$12.9K - $14.6K
|
16.8K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
75+ 1.65% |
$12.7K - $14.4K
|
4.63K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
75+ 5.85% |
$12.7K - $14.4K
|
1.36K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
73+ 0.65% |
$12.4K - $14K
|
11.3K
$1.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
72+ 0.29% |
$12.2K - $13.8K
|
24.8K
$3.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72+ 3.31% |
$12.2K - $13.8K
|
2.25K
$344K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
71+ 1.14% |
$12K - $13.6K
|
6.33K
$967K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
70+ 0.8% |
$11.9K - $13.4K
|
8.83K
$1.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
70+ 1.17% |
$11.9K - $13.4K
|
6.06K
$926K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
70+ 0.75% |
$11.9K - $13.4K
|
9.41K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
69+ 0.71% |
$11.7K - $13.2K
|
9.81K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
69+ 0.5% |
$11.7K - $13.2K
|
13.8K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
68+ 0.3% |
$11.5K - $13K
|
22.9K
$3.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
67+ 1.12% |
$11.4K - $12.8K
|
6.03K
$922K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
66+ 0.87% |
$11.2K - $12.6K
|
7.62K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
65+ 0.52% |
$11K - $12.5K
|
12.6K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
65+ 3.1% |
$11K - $12.5K
|
2.16K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
65+ 3.14% |
$11K - $12.5K
|
2.14K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
65+ 4.51% |
$11K - $12.5K
|
1.51K
$230K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
64+ 2.51% |
$10.8K - $12.3K
|
2.61K
$399K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.28% |
$10.8K - $12.3K
|
1.28K
$195K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
63+ 1.54% |
$10.7K - $12.1K
|
4.14K
$633K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
62+ 4.64% |
$10.5K - $11.9K
|
1.4K
$214K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
61+ 0.72% |
$10.3K - $11.7K
|
8.49K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
61+ 1.97% |
$10.3K - $11.7K
|
3.15K
$482K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
61+ 2.67% |
$10.3K - $11.7K
|
2.35K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
61+ 0.52% |
$10.3K - $11.7K
|
11.7K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
60+ 0.52% |
$10.2K - $11.5K
|
11.6K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
60+ 0.93% |
$10.2K - $11.5K
|
6.54K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
60+ 0.55% |
$10.2K - $11.5K
|
11K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
59+ 0.58% |
$10K - $11.3K
|
10.3K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
59+ 0.66% |
$10K - $11.3K
|
8.96K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 1.34% |
$9.66K - $10.9K
|
4.31K
$659K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
56+ 0.62% |
$9.49K - $10.7K
|
9.12K
$1.39M
|