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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
20+ 1.07% |
$3.16K - $3.44K
|
1.9K
$285K
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 27.03% |
$3.16K - $3.44K
|
94
$14.1K
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
20+ 0.14% |
$3.16K - $3.44K
|
14.7K
$2.21M
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
20+ 8.51% |
$3.16K - $3.44K
|
255
$38.3K
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
19+ 1.51% |
$3K - $3.27K
|
1.28K
$192K
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19+ 1.09% |
$3K - $3.27K
|
1.77K
$265K
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
19+ 0.98% |
$3K - $3.27K
|
1.97K
$295K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19+ 2.69% |
$3K - $3.27K
|
725
$109K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18+ 0.2% |
$2.85K - $3.1K
|
8.83K
$1.33M
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
17+ 0.07% |
$2.69K - $2.92K
|
24.6K
$3.69M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17+ 0.36% |
$2.69K - $2.92K
|
4.68K
$703K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
17+ 0.19% |
$2.69K - $2.92K
|
8.91K
$1.34M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 0.1% |
$2.53K - $2.75K
|
16.3K
$2.45M
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16+ 0.74% |
$2.53K - $2.75K
|
2.18K
$327K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16+ 0.36% |
$2.53K - $2.75K
|
4.48K
$672K
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.7% |
$2.53K - $2.75K
|
2.31K
$347K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.08% |
$2.53K - $2.75K
|
19.5K
$2.93M
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.75% |
$2.37K - $2.58K
|
2.01K
$303K
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.06% |
$2.37K - $2.58K
|
27K
$4.06M
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
15+ 0.24% |
$2.37K - $2.58K
|
6.3K
$946K
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
15+ 0.57% |
$2.37K - $2.58K
|
2.65K
$398K
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$2.37K - $2.58K
|
4.6K
$692K
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
15+ 0.51% |
$2.37K - $2.58K
|
2.96K
$444K
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15+ 0.48% |
$2.37K - $2.58K
|
3.15K
$473K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.37K - $2.58K
|
15
$2.25K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
14+ 0.35% |
$2.21K - $2.41K
|
4.02K
$604K
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.26% |
$2.21K - $2.41K
|
5.44K
$817K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 0.3% |
$2.21K - $2.41K
|
4.73K
$710K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14+ 0.3% |
$2.21K - $2.41K
|
4.73K
$710K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.56% |
$2.06K - $2.24K
|
2.33K
$350K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.29% |
$2.06K - $2.24K
|
4.52K
$679K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12+ 0.13% |
$1.9K - $2.06K
|
9.26K
$1.39M
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12+ 0.96% |
$1.9K - $2.06K
|
1.26K
$189K
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.33% |
$1.9K - $2.06K
|
3.67K
$551K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 0.19% |
$1.9K - $2.06K
|
6.42K
$964K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.15% |
$1.74K - $1.89K
|
7.22K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.37% |
$1.58K - $1.72K
|
2.71K
$407K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10+ 0.72% |
$1.58K - $1.72K
|
1.4K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.62% |
$1.58K - $1.72K
|
1.62K
$243K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9+ 0.38% |
$1.42K - $1.55K
|
2.36K
$355K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 0.7% |
$1.42K - $1.55K
|
1.29K
$194K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.13% |
$1.42K - $1.55K
|
7.14K
$1.07M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$1.42K - $1.55K
|
2.57K
$386K
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9+ 0.14% |
$1.42K - $1.55K
|
6.26K
$941K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
9+ 0.29% |
$1.42K - $1.55K
|
3.13K
$471K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
8+ 0.23% |
$1.26K - $1.38K
|
3.52K
$529K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.23% |
$1.26K - $1.38K
|
3.44K
$517K
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
8+ 0.09% |
$1.26K - $1.38K
|
8.71K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.03% |
$1.26K - $1.38K
|
22.9K
$3.44M
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
8+ 0.09% |
$1.26K - $1.38K
|
9.22K
$1.38M
|