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 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
81+ 0.07% |
$12.8K - $13.9K
|
113K
$17M
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
80+ 2.98% |
$12.6K - $13.8K
|
2.77K
$416K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
80+ 0.59% |
$12.6K - $13.8K
|
13.5K
$2.03M
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
80+ 1.23% |
$12.6K - $13.8K
|
6.58K
$988K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79+ 11.38% |
$12.5K - $13.6K
|
773
$116K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
78+ 2.32% |
$12.3K - $13.4K
|
3.45K
$518K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
78New |
$12.3K - $13.4K
|
78
$11.7K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
76New |
$12K - $13.1K
|
76
$11.4K
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
75+ 4.5% |
$11.9K - $12.9K
|
1.74K
$261K
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
74+ 0.39% |
$11.7K - $12.7K
|
19K
$2.86M
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
72+ 2.37% |
$11.4K - $12.4K
|
3.11K
$466K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
72+ 1.67% |
$11.4K - $12.4K
|
4.39K
$659K
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71+ 2.14% |
$11.2K - $12.2K
|
3.39K
$509K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
70+ 80.46% |
$11.1K - $12K
|
157
$23.6K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
70+ 0.5% |
$11.1K - $12K
|
14K
$2.1M
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
70+ 2.33% |
$11.1K - $12K
|
3.08K
$462K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
69+ 0.41% |
$10.9K - $11.9K
|
16.9K
$2.54M
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
69+ 0.37% |
$10.9K - $11.9K
|
18.6K
$2.8M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
69+ 0.71% |
$10.9K - $11.9K
|
9.85K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.16% |
$10.7K - $11.7K
|
43.5K
$6.54M
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
67+ 1.46% |
$10.6K - $11.5K
|
4.65K
$698K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
67New |
$10.6K - $11.5K
|
67
$10.1K
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
67+ 1.3% |
$10.6K - $11.5K
|
5.22K
$784K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
66+ 2.6% |
$10.4K - $11.4K
|
2.6K
$391K
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
66+ 0.96% |
$10.4K - $11.4K
|
6.91K
$1.04M
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
65+ 0.71% |
$10.3K - $11.2K
|
9.18K
$1.38M
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
65+ 1.8% |
$10.3K - $11.2K
|
3.68K
$552K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
65+ 0.15% |
$10.3K - $11.2K
|
43.9K
$6.6M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
64+ 3.97% |
$10.1K - $11K
|
1.68K
$252K
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
64+ 1.58% |
$10.1K - $11K
|
4.12K
$618K
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
64+ 2.2% |
$10.1K - $11K
|
2.98K
$447K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
63New |
$9.96K - $10.8K
|
63
$9.46K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
63+ 0.96% |
$9.96K - $10.8K
|
6.64K
$997K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
61+ 2.59% |
$9.64K - $10.5K
|
2.42K
$364K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
61+ 2.74% |
$9.64K - $10.5K
|
2.29K
$344K
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
61+ 2.26% |
$9.64K - $10.5K
|
2.76K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
61+ 2.06% |
$9.64K - $10.5K
|
3.02K
$454K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.75% |
$9.48K - $10.3K
|
2.24K
$337K
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
60+ 46.88% |
$9.48K - $10.3K
|
188
$28.2K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
60+ 1.43% |
$9.48K - $10.3K
|
4.25K
$639K
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
60+ 0.69% |
$9.48K - $10.3K
|
8.7K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
59+ 0.1% |
$9.33K - $10.1K
|
62.1K
$9.33M
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
58+ 0.2% |
$9.17K - $9.98K
|
28.7K
$4.3M
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
57+ 0.28% |
$9.01K - $9.8K
|
20.7K
$3.11M
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
57+ 1.5% |
$9.01K - $9.8K
|
3.87K
$581K
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
57+ 1.23% |
$9.01K - $9.8K
|
4.7K
$706K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
56+ 1.1% |
$8.85K - $9.63K
|
5.15K
$774K
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
55+ 0.06% |
$8.69K - $9.46K
|
98K
$14.7M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
55+ 0.65% |
$8.69K - $9.46K
|
8.48K
$1.27M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
55+ 0.2% |
$8.69K - $9.46K
|
28.2K
$4.24M
|