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 |
---|---|---|---|---|---|---|---|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4- 0.26% |
$678 - $766
|
1.51K
$227K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.84% |
$847 - $958
|
591
$88.8K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 0.01% |
$847 - $958
|
47.9K
$7.2M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-5- 0.22% |
$847 - $958
|
2.22K
$333K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5- 0.11% |
$847 - $958
|
4.46K
$670K
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.18% |
$847 - $958
|
2.75K
$412K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-6- 0.19% |
$1.02K - $1.15K
|
3.17K
$475K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-6- 0.21% |
$1.02K - $1.15K
|
2.87K
$431K
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6- 0.14% |
$1.02K - $1.15K
|
4.29K
$645K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 0.06% |
$1.02K - $1.15K
|
10.9K
$1.63M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7- 0.03% |
$1.19K - $1.34K
|
25.2K
$3.78M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 21.21% |
$1.19K - $1.34K
|
26
$3.91K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 4.38% |
$1.19K - $1.34K
|
153
$23K
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7- 0.47% |
$1.19K - $1.34K
|
1.5K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.03% |
$1.19K - $1.34K
|
25.4K
$3.81M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7- 0.02% |
$1.19K - $1.34K
|
43.5K
$6.53M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8- 0.04% |
$1.36K - $1.53K
|
19.1K
$2.87M
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8- 0.06% |
$1.36K - $1.53K
|
13.5K
$2.03M
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-8- 0.54% |
$1.36K - $1.53K
|
1.47K
$221K
|
|
Nov 13, 2023
Q3 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-8- 0.03% |
$1.36K - $1.53K
|
25.3K
$3.8M
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-8- 0.55% |
$1.36K - $1.53K
|
1.44K
$217K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9- 0.13% |
$1.52K - $1.72K
|
6.86K
$1.03M
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-9- 0.22% |
$1.52K - $1.72K
|
4.1K
$616K
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-9- 0.72% |
$1.52K - $1.72K
|
1.25K
$187K
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-9- 0.62% |
$1.52K - $1.72K
|
1.45K
$217K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-9- 4.13% |
$1.52K - $1.72K
|
209
$31.4K
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-10- 0.43% |
$1.69K - $1.92K
|
2.33K
$350K
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-10- 0.09% |
$1.69K - $1.92K
|
10.7K
$1.61M
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.77% |
$1.69K - $1.92K
|
1.29K
$194K
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.26% |
$1.69K - $1.92K
|
3.84K
$577K
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-10- 0.08% |
$1.69K - $1.92K
|
12.3K
$1.85M
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-10- 0.56% |
$1.69K - $1.92K
|
1.79K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 1.93% |
$1.69K - $1.92K
|
508
$76.3K
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.69K - $1.92K
|
8.6K
$1.29M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.14% |
$1.86K - $2.11K
|
7.96K
$1.2M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-12- 0.17% |
$2.03K - $2.3K
|
7.05K
$1.06M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-13- 0.07% |
$2.2K - $2.49K
|
18.6K
$2.79M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 0.27% |
$2.2K - $2.49K
|
4.74K
$712K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-13- 3.21% |
$2.2K - $2.49K
|
392
$58.9K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.49% |
$2.37K - $2.68K
|
2.84K
$426K
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.1% |
$2.37K - $2.68K
|
14.5K
$2.18M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-14- 0.08% |
$2.37K - $2.68K
|
17.6K
$2.64M
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-15- 0.62% |
$2.54K - $2.87K
|
2.42K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-15- 0.29% |
$2.54K - $2.87K
|
5.18K
$778K
|
|
Nov 13, 2023
Q3 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-15- 0.04% |
$2.54K - $2.87K
|
39.1K
$5.87M
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-15- 0.11% |
$2.54K - $2.87K
|
14K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-15- 0.98% |
$2.54K - $2.87K
|
1.52K
$229K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-16- 0.36% |
$2.71K - $3.07K
|
4.42K
$664K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-16- 1.31% |
$2.71K - $3.07K
|
1.2K
$181K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-16- 1.2% |
$2.71K - $3.07K
|
1.32K
$198K
|