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 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.12% |
$2.37K - $2.68K
|
11.7K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
14+ 0.47% |
$2.37K - $2.68K
|
2.99K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
14+ 1.0% |
$2.37K - $2.68K
|
1.41K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14+ 0.51% |
$2.37K - $2.68K
|
2.77K
$421K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 0.06% |
$2.37K - $2.68K
|
21.8K
$3.31M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14+ 0.4% |
$2.37K - $2.68K
|
3.49K
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
13+ 1.06% |
$2.2K - $2.49K
|
1.24K
$189K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
13+ 0.65% |
$2.2K - $2.49K
|
2.03K
$308K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
13+ 0.24% |
$2.2K - $2.49K
|
5.42K
$825K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$2.2K - $2.49K
|
3.27K
$498K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13+ 0.28% |
$2.2K - $2.49K
|
4.59K
$698K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.14% |
$2.2K - $2.49K
|
9.03K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13+ 0.04% |
$2.2K - $2.49K
|
30.5K
$4.64M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
12+ 0.24% |
$2.03K - $2.3K
|
5.04K
$766K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 8.57% |
$2.03K - $2.3K
|
152
$23.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$2.03K - $2.3K
|
12
$1.82K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12+ 0.94% |
$2.03K - $2.3K
|
1.28K
$195K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
12+ 0.99% |
$2.03K - $2.3K
|
1.23K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.06% |
$2.03K - $2.3K
|
19.5K
$2.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
11+ 0.35% |
$1.86K - $2.11K
|
3.14K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
11+ 0.19% |
$1.86K - $2.11K
|
5.76K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 0.39% |
$1.86K - $2.11K
|
2.84K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
11+ 4.91% |
$1.86K - $2.11K
|
235
$35.7K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11+ 0.69% |
$1.86K - $2.11K
|
1.61K
$245K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10+ 0.43% |
$1.69K - $1.92K
|
2.35K
$358K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.69K - $1.92K
|
4.71K
$716K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.16% |
$1.69K - $1.92K
|
6.31K
$960K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 0.24% |
$1.69K - $1.92K
|
4.24K
$645K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.09% |
$1.69K - $1.92K
|
11K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
10+ 0.77% |
$1.69K - $1.92K
|
1.31K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.47% |
$1.69K - $1.92K
|
2.12K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.58% |
$1.69K - $1.92K
|
1.75K
$266K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
9+ 0.04% |
$1.52K - $1.72K
|
20.5K
$3.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
9+ 0.21% |
$1.52K - $1.72K
|
4.27K
$649K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.06% |
$1.36K - $1.53K
|
13.9K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.36K - $1.53K
|
5.97K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.08% |
$1.36K - $1.53K
|
9.6K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.13% |
$1.36K - $1.53K
|
5.99K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8+ 0.19% |
$1.36K - $1.53K
|
4.27K
$649K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
7+ 0.08% |
$1.19K - $1.34K
|
8.9K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.45% |
$1.19K - $1.34K
|
1.57K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7+ 0.24% |
$1.19K - $1.34K
|
2.89K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7+ 0.27% |
$1.19K - $1.34K
|
2.65K
$403K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.71% |
$1.19K - $1.34K
|
999
$152K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
7+ 0.55% |
$1.19K - $1.34K
|
1.29K
$196K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.02K - $1.15K
|
6.66K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.28% |
$1.02K - $1.15K
|
2.14K
$325K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.02K - $1.15K
|
3.29K
$500K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.7% |
$1.02K - $1.15K
|
860
$131K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
6+ 0.09% |
$1.02K - $1.15K
|
6.9K
$1.05M
|