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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
55+ 0.63% |
$9.32K - $10.5K
|
8.8K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
55+ 1.33% |
$9.32K - $10.5K
|
4.2K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
55+ 2.16% |
$9.32K - $10.5K
|
2.6K
$398K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
54+ 0.31% |
$9.15K - $10.3K
|
17.2K
$2.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
54+ 2.05% |
$9.15K - $10.3K
|
2.69K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
54+ 1.09% |
$9.15K - $10.3K
|
5.01K
$766K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
52+ 1.74% |
$8.81K - $9.96K
|
3.04K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
52+ 2.52% |
$8.81K - $9.96K
|
2.12K
$323K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.86% |
$8.64K - $9.77K
|
2.79K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
51+ 0.81% |
$8.64K - $9.77K
|
6.34K
$969K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
51+ 0.99% |
$8.64K - $9.77K
|
5.22K
$798K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
51+ 0.19% |
$8.64K - $9.77K
|
26.8K
$4.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 0.73% |
$8.47K - $9.58K
|
6.92K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
50+ 73.53% |
$8.47K - $9.58K
|
118
$18K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.19% |
$8.3K - $9.39K
|
4.17K
$637K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
48+ 1.76% |
$8.13K - $9.2K
|
2.77K
$423K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 0.34% |
$8.13K - $9.2K
|
14.1K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
48+ 3.82% |
$8.13K - $9.2K
|
1.31K
$200K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
47+ 0.51% |
$7.96K - $9.01K
|
9.2K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
47+ 0.09% |
$7.96K - $9.01K
|
51K
$7.79M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
46+ 0.09% |
$7.79K - $8.81K
|
51.5K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.04% |
$7.79K - $8.81K
|
113K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 1.27% |
$7.79K - $8.81K
|
3.67K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
46+ 3.99% |
$7.79K - $8.81K
|
1.2K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46+ 0.58% |
$7.79K - $8.81K
|
8.03K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46+ 8.24% |
$7.79K - $8.81K
|
604
$92.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
45+ 1.89% |
$7.62K - $8.62K
|
2.43K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
45+ 1.54% |
$7.62K - $8.62K
|
2.96K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 0.03% |
$7.62K - $8.62K
|
131K
$20M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
44+ 0.64% |
$7.46K - $8.43K
|
6.89K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
44+ 2.98% |
$7.46K - $8.43K
|
1.52K
$233K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
44+ 0.62% |
$7.46K - $8.43K
|
7.12K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
44+ 1.53% |
$7.46K - $8.43K
|
2.92K
$446K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
43+ 2.5% |
$7.29K - $8.24K
|
1.77K
$270K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
43+ 1.26% |
$7.29K - $8.24K
|
3.45K
$528K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
43+ 3.14% |
$7.29K - $8.24K
|
1.41K
$216K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
43+ 2.27% |
$7.29K - $8.24K
|
1.94K
$296K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 9.17% |
$7.29K - $8.24K
|
512
$78.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 1.14% |
$7.12K - $8.05K
|
3.73K
$570K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
42+ 1.72% |
$7.12K - $8.05K
|
2.49K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
42+ 3.59% |
$7.12K - $8.05K
|
1.21K
$185K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
42+ 3.18% |
$7.12K - $8.05K
|
1.36K
$209K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
42+ 2.8% |
$7.12K - $8.05K
|
1.54K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.95K - $7.86K
|
41
$6.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41New |
$6.95K - $7.86K
|
41
$6.27K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
41+ 1.5% |
$6.95K - $7.86K
|
2.77K
$424K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
41+ 0.23% |
$6.95K - $7.86K
|
18.2K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
40+ 1.61% |
$6.78K - $7.66K
|
2.52K
$385K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
40+ 0.13% |
$6.78K - $7.66K
|
29.7K
$4.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
40+ 2.06% |
$6.78K - $7.66K
|
1.99K
$303K
|