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 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.22% |
$4.41K - $4.98K
|
11.8K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
26+ 1.52% |
$4.41K - $4.98K
|
1.74K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26+ 1.5% |
$4.41K - $4.98K
|
1.76K
$267K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
25+ 1.84% |
$4.24K - $4.79K
|
1.38K
$210K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
25+ 0.69% |
$4.24K - $4.79K
|
3.63K
$551K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 1.56% |
$4.24K - $4.79K
|
1.62K
$247K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25+ 0.2% |
$4.24K - $4.79K
|
12.4K
$1.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.09% |
$4.24K - $4.79K
|
27.1K
$4.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.37% |
$4.07K - $4.6K
|
6.45K
$981K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
24+ 0.45% |
$4.07K - $4.6K
|
5.36K
$814K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
24+ 0.03% |
$4.07K - $4.6K
|
81.6K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24+ 3.49% |
$4.07K - $4.6K
|
711
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24+ 1.08% |
$4.07K - $4.6K
|
2.25K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
23+ 1.29% |
$3.9K - $4.41K
|
1.8K
$274K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
23+ 0.66% |
$3.9K - $4.41K
|
3.49K
$531K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
22+ 0.62% |
$3.73K - $4.22K
|
3.57K
$543K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
22New |
$3.73K - $4.22K
|
22
$3.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 5.8% |
$3.73K - $4.22K
|
401
$61K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
22+ 0.9% |
$3.73K - $4.22K
|
2.46K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
21+ 0.31% |
$3.56K - $4.02K
|
6.7K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
BUY
|
- |
21+ 0.15% |
$3.56K - $4.02K
|
14.2K
$2.15M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
21+ 1.12% |
$3.56K - $4.02K
|
1.9K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21+ 3.5% |
$3.56K - $4.02K
|
621
$94.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
20+ 0.22% |
$3.39K - $3.83K
|
9.29K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 0.15% |
$3.39K - $3.83K
|
13.6K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$3.39K - $3.83K
|
3.48K
$530K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.5% |
$3.39K - $3.83K
|
4.01K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
20+ 1.58% |
$3.39K - $3.83K
|
1.29K
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.43% |
$3.22K - $3.64K
|
4.48K
$681K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
19+ 0.5% |
$3.22K - $3.64K
|
3.78K
$575K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
18+ 0.14% |
$3.05K - $3.45K
|
12.8K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
18+ 0.46% |
$3.05K - $3.45K
|
3.91K
$595K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.46% |
$3.05K - $3.45K
|
3.93K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17+ 1.4% |
$2.88K - $3.26K
|
1.23K
$187K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
17+ 0.25% |
$2.88K - $3.26K
|
6.75K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17+ 0.41% |
$2.88K - $3.26K
|
4.2K
$638K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17+ 0.66% |
$2.88K - $3.26K
|
2.58K
$392K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16+ 0.23% |
$2.71K - $3.07K
|
6.96K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
16+ 0.19% |
$2.71K - $3.07K
|
8.48K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
16+ 0.21% |
$2.71K - $3.07K
|
7.67K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16+ 0.61% |
$2.71K - $3.07K
|
2.64K
$401K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16+ 1.34% |
$2.71K - $3.07K
|
1.21K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16+ 0.34% |
$2.71K - $3.07K
|
4.74K
$721K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
16+ 0.03% |
$2.71K - $3.07K
|
48.3K
$7.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.7% |
$2.54K - $2.87K
|
2.16K
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15+ 0.32% |
$2.54K - $2.87K
|
4.72K
$717K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.66% |
$2.54K - $2.87K
|
2.29K
$349K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$2.54K - $2.87K
|
8.42K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
14+ 0.43% |
$2.37K - $2.68K
|
3.24K
$492K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.78% |
$2.37K - $2.68K
|
1.81K
$276K
|