Latest Institutional Transactions on Pepsico Inc (PEP)
This table provides information on the latest institutional transactions involving Pepsico Inc (PEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.46K+ 5.77% |
$236K - $255K
|
26.7K
$4.1M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
30KNew |
$4.87M - $5.26M
|
30K
$4.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-164- 10.58% |
$26.6K - $28.7K
|
1.39K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-530- 26.71% |
$85.9K - $92.8K
|
1.45K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-24- 1.72% |
$3.89K - $4.2K
|
1.37K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-223- 5.93% |
$36.1K - $39K
|
3.54K
$543K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-9.49KClosed |
$1.54M - $1.66M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$32.4K - $35K
|
200
$30.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
30+ 25.42% |
$4.86K - $5.25K
|
148
$22.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-328- 63.69% |
$53.1K - $57.4K
|
187
$28.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
200+ 9.88% |
$32.4K - $35K
|
2.23K
$342K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 3.51% |
$32.4K - $35K
|
5.5K
$844K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-40- 2.78% |
$6.48K - $7K
|
1.4K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
39+ 0.39% |
$6.32K - $6.83K
|
10K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$228K - $247K
|
1.41K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.99KNew |
$808K - $873K
|
4.99K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
103+ 1.43% |
$16.7K - $18K
|
7.32K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-14- 0.24% |
$2.27K - $2.45K
|
5.79K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 50.0% |
$324K - $350K
|
2K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
6.47KNew |
$1.05M - $1.13M
|
6.47K
$994K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.7% |
$18.6K - $20.1K
|
2.99K
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
190+ 23.99% |
$30.8K - $33.3K
|
982
$151K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.04K+ 453.92% |
$1.3M - $1.41M
|
9.81K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1- 0.07% |
$162 - $175
|
1.5K
$230K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
415+ 11.86% |
$67.2K - $72.6K
|
3.92K
$601K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-313- 2.46% |
$50.7K - $54.8K
|
12.4K
$1.91M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
51+ 0.75% |
$8.26K - $8.93K
|
6.84K
$1.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 1.28% |
$16.2K - $17.5K
|
7.73K
$1.19M
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.61KNew |
$255K - $277K
|
1.61K
$247K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-26- 2.01% |
$4.11K - $4.47K
|
1.27K
$194K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
154New |
$24.3K - $26.5K
|
154
$23.6K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$1.81M - $1.97M
|
11.5K
$1.76M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
510New |
$80.6K - $87.7K
|
510
$78.3K
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.17KNew |
$185K - $201K
|
1.17K
$180K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.22KNew |
$193K - $210K
|
1.22K
$188K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.39KNew |
$219K - $239K
|
1.39K
$213K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.68KNew |
$266K - $289K
|
1.68K
$258K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$7.75K - $8.43K
|
50
$7.68K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
332New |
$52.5K - $57.1K
|
332
$51K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
604New |
$95.5K - $104K
|
604
$92.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
25+ 0.79% |
$3.95K - $4.3K
|
3.2K
$491K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-958- 34.65% |
$151K - $165K
|
1.81K
$277K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.37K - $2.58K
|
15
$2.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 4.47% |
$187K - $203K
|
25.3K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$2.66M - $2.89M
|
16.8K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-286- 18.12% |
$45.2K - $49.2K
|
1.29K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.73KNew |
$273K - $297K
|
1.73K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2K- 85.67% |
$316K - $344K
|
334
$51.3K
|
|