Purchases and Sales Made in Q3 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
978+ 5.4% |
$166K - $187K
|
19.1K
$2.88M
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
964+ 3.63% |
$163K - $185K
|
27.5K
$4.14M
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
962+ 4.07% |
$163K - $184K
|
24.6K
$3.71M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
956+ 13.5% |
$162K - $183K
|
8.04K
$1.21M
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
944+ 1.1% |
$160K - $181K
|
86.8K
$13.1M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
936+ 20.58% |
$159K - $179K
|
5.49K
$827K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
926+ 0.3% |
$157K - $177K
|
313K
$47.1M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
924+ 24.85% |
$157K - $177K
|
4.64K
$700K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
916+ 4.48% |
$155K - $176K
|
21.4K
$3.22M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
908+ 7.64% |
$154K - $174K
|
12.8K
$1.93M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
892+ 4.19% |
$151K - $171K
|
22.2K
$3.34M
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
889+ 15.95% |
$151K - $170K
|
6.46K
$974K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
882+ 13.3% |
$149K - $169K
|
7.52K
$1.13M
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
881+ 0.91% |
$149K - $169K
|
98.1K
$14.8M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
879+ 120.08% |
$149K - $168K
|
1.61K
$243K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
878+ 3.71% |
$149K - $168K
|
24.5K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
874+ 26.11% |
$148K - $167K
|
4.22K
$636K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
871+ 3.19% |
$148K - $167K
|
28.2K
$4.25M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
864+ 23.19% |
$146K - $166K
|
4.59K
$692K
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
844+ 20.45% |
$143K - $162K
|
4.97K
$749K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
837+ 3.48% |
$142K - $160K
|
24.9K
$3.75M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
834+ 8.5% |
$141K - $160K
|
10.6K
$1.6M
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
832+ 2.13% |
$141K - $159K
|
39.8K
$6M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
832+ 132.06% |
$141K - $159K
|
1.46K
$220K
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
828+ 46.1% |
$140K - $159K
|
2.62K
$395K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
828+ 7.56% |
$140K - $159K
|
11.8K
$1.78M
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
827+ 5.07% |
$140K - $158K
|
17.1K
$2.58M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
815+ 9.21% |
$138K - $156K
|
9.66K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
813+ 3.01% |
$138K - $156K
|
27.8K
$4.19M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
810+ 5.47% |
$137K - $155K
|
15.6K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
810+ 0.65% |
$137K - $155K
|
125K
$18.9M
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
808+ 0.6% |
$137K - $155K
|
136K
$20.5M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
807+ 11.48% |
$137K - $155K
|
7.83K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 6.69% |
$136K - $154K
|
12.8K
$1.93M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
801+ 61.29% |
$136K - $153K
|
2.11K
$318K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
801+ 3.41% |
$136K - $153K
|
24.3K
$3.66M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
799+ 23.51% |
$135K - $153K
|
4.2K
$633K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
795+ 7.37% |
$135K - $152K
|
11.6K
$1.74M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
795+ 50.73% |
$135K - $152K
|
2.36K
$356K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
794+ 0.62% |
$135K - $152K
|
129K
$19.4M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
791+ 13.7% |
$134K - $152K
|
6.57K
$989K
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
776+ 1.89% |
$131K - $149K
|
41.8K
$6.3M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
774+ 40.06% |
$131K - $148K
|
2.71K
$408K
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
773+ 0.69% |
$131K - $148K
|
112K
$16.9M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
772+ 4.64% |
$131K - $148K
|
17.4K
$2.62M
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
766+ 0.73% |
$130K - $147K
|
106K
$16M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
765+ 21.39% |
$130K - $147K
|
4.34K
$654K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
757+ 5.96% |
$128K - $145K
|
13.5K
$2.03M
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
754+ 5.29% |
$128K - $144K
|
15K
$2.26M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
752+ 23.24% |
$127K - $144K
|
3.99K
$601K
|