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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41New |
$6.95K - $7.86K
|
41
$6.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-38- 74.51% |
$6.44K - $7.28K
|
13
$1.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
36.2K+ 72.27% |
$6.14M - $6.94M
|
86.4K
$12.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
85+ 7.54% |
$14.4K - $16.3K
|
1.21K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-68- 5.1% |
$11.5K - $13K
|
1.27K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17+ 1.4% |
$2.88K - $3.26K
|
1.23K
$182K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
97+ 323.33% |
$16.4K - $18.6K
|
127
$18.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-301- 3.71% |
$51K - $57.7K
|
7.81K
$1.15M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-110- 34.7% |
$18.6K - $21.1K
|
207
$30.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90.3K- 58.85% |
$16.3M - $17.7M
|
63.2K
$9.34M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.6KNew |
$1.9M - $2.07M
|
10.6K
$1.56M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.32K- 53.24% |
$597K - $651K
|
2.91K
$431K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
175+ 8.52% |
$31.5K - $34.3K
|
2.23K
$329K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
760New |
$137K - $149K
|
760
$112K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-107- 2.13% |
$19.3K - $21K
|
4.91K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.98KNew |
$357K - $389K
|
1.98K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
103KNew |
$18.6M - $20.2M
|
103K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.16KNew |
$209K - $228K
|
1.16K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.1KNew |
$197K - $215K
|
1.1K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
21+ 1.83% |
$3.78K - $4.12K
|
1.17K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-22- 1.02% |
$3.96K - $4.31K
|
2.14K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3.88K+ 110.03% |
$700K - $762K
|
7.41K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.08K- 20.52% |
$194K - $211K
|
4.17K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
50.9KNew |
$9.16M - $9.97M
|
50.9K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.27KNew |
$229K - $249K
|
1.27K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.01KNew |
$722K - $786K
|
4.01K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.2KNew |
$937K - $1.02M
|
5.2K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.08% |
$360 - $392
|
2.54K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
176K+ 139.62% |
$31.8M - $34.6M
|
303K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-699- 31.08% |
$126K - $137K
|
1.55K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
17.9K+ 47.35% |
$3.22M - $3.51M
|
55.7K
$8.23M
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
1.75KNew |
$315K - $343K
|
1.75K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19KNew |
$3.41M - $3.72M
|
19K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-1K- 31.64% |
$180K - $196K
|
2.16K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5.88K- 99.21% |
$1.06M - $1.15M
|
47
$6.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.43K+ 2.23% |
$438K - $477K
|
111K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-3.97K- 68.79% |
$715K - $778K
|
1.8K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-892- 5.9% |
$161K - $175K
|
14.2K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-410- 22.17% |
$73.8K - $80.4K
|
1.44K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.14K+ 2.27% |
$386K - $420K
|
96.6K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-650- 31.23% |
$117K - $127K
|
1.43K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.74KNew |
$853K - $929K
|
4.74K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-36K- 96.96% |
$6.49M - $7.07M
|
1.13K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
343+ 9.53% |
$61.8K - $67.3K
|
3.94K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-96- 2.36% |
$17.3K - $18.8K
|
3.97K
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.18KNew |
$1.47M - $1.6M
|
8.18K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-12- 2.08% |
$2.16K - $2.35K
|
566
$83.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
103K+ 13.8% |
$18.6M - $20.2M
|
851K
$126M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
150+ 0.27% |
$27K - $29.4K
|
56.5K
$8.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-229- 1.44% |
$41.2K - $44.9K
|
15.7K
$2.32M
|
|