Purchases and Sales Made in Q4 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
144+ 81.36% |
$22.8K - $24.8K
|
321
$48.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
144+ 6.78% |
$22.8K - $24.8K
|
2.27K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
143+ 2.2% |
$22.6K - $24.6K
|
6.64K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
143+ 2.66% |
$22.6K - $24.6K
|
5.53K
$839K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
143+ 2.2% |
$22.6K - $24.6K
|
6.64K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
142+ 1.3% |
$22.4K - $24.4K
|
11K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
140+ 0.92% |
$22.1K - $24.1K
|
15.4K
$2.33M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
140+ 1.62% |
$22.1K - $24.1K
|
8.8K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
138+ 5.69% |
$21.8K - $23.7K
|
2.56K
$389K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
137+ 1.76% |
$21.7K - $23.6K
|
7.91K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.91% |
$21.7K - $23.6K
|
15.1K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
136+ 0.5% |
$21.5K - $23.4K
|
27.2K
$4.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
135+ 1.04% |
$21.3K - $23.2K
|
13.1K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
135+ 4.15% |
$21.3K - $23.2K
|
3.39K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
134+ 2.82% |
$21.2K - $23K
|
4.88K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
132+ 1.54% |
$20.9K - $22.7K
|
8.7K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
132+ 2.42% |
$20.9K - $22.7K
|
5.6K
$849K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
132New |
$20.9K - $22.7K
|
132
$20K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
130+ 4.11% |
$20.6K - $22.4K
|
3.3K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
130+ 2.42% |
$20.6K - $22.4K
|
5.5K
$834K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
129+ 7.42% |
$20.4K - $22.2K
|
1.87K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
129+ 0.61% |
$20.4K - $22.2K
|
21.3K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
127+ 4.18% |
$20.1K - $21.8K
|
3.16K
$480K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
127+ 0.51% |
$20.1K - $21.8K
|
24.9K
$3.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
126+ 0.21% |
$19.9K - $21.7K
|
59.9K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
126+ 0.65% |
$19.9K - $21.7K
|
19.6K
$2.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
125+ 8.33% |
$19.8K - $21.5K
|
1.63K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
125+ 4.76% |
$19.8K - $21.5K
|
2.75K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
124+ 4.8% |
$19.6K - $21.3K
|
2.71K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 1.73% |
$19.3K - $21K
|
7.17K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
122+ 1.17% |
$19.3K - $21K
|
10.6K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
122+ 9.41% |
$19.3K - $21K
|
1.42K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
121+ 1.99% |
$19.1K - $20.8K
|
6.21K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
121+ 2.9% |
$19.1K - $20.8K
|
4.3K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
117+ 2.48% |
$18.5K - $20.1K
|
4.83K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
113+ 3.38% |
$17.9K - $19.4K
|
3.46K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
111+ 3.87% |
$17.5K - $19.1K
|
2.98K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
110+ 1.84% |
$17.4K - $18.9K
|
6.08K
$923K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
110+ 1.81% |
$17.4K - $18.9K
|
6.18K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
109+ 0.08% |
$17.2K - $18.7K
|
131K
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
109+ 6.23% |
$17.2K - $18.7K
|
1.86K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
108+ 1.5% |
$17.1K - $18.6K
|
7.32K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
107+ 5.38% |
$16.9K - $18.4K
|
2.1K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
107+ 4.43% |
$16.9K - $18.4K
|
2.52K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
107+ 0.7% |
$16.9K - $18.4K
|
15.5K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
106+ 17.94% |
$16.8K - $18.2K
|
697
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
105New |
$16.6K - $18.1K
|
105
$15.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105+ 20.51% |
$16.6K - $18.1K
|
617
$93.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
104+ 0.91% |
$16.4K - $17.9K
|
11.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
104+ 3.46% |
$16.4K - $17.9K
|
3.11K
$472K
|