Purchases and Sales Made in Q1 2025 in Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC) during Q1 2025. The information is specifically focused on institutions that hold shares of Performance Food Group Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 225.0% |
$674 - $818
|
13
$1.17K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.15% |
$674 - $818
|
5.9K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$524 - $637
|
7
$631
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$374 - $455
|
5
$451
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 250.0% |
$374 - $455
|
7
$631
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$299 - $364
|
4
$361
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 15.38% |
$299 - $364
|
30
$2.7K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$299 - $364
|
4
$361
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 12.5% |
$299 - $364
|
36
$3.25K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$225 - $273
|
3
$270
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2New |
$150 - $182
|
2
$180
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.04% |
$150 - $182
|
5.25K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.17% |
$74.9 - $90.9
|
595
$53.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.68% |
$150 - $182
|
294
$26.5K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2- 0.04% |
$150 - $182
|
4.63K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$150 - $182
|
2.27K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.15% |
$599 - $727
|
5.35K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8- 0.04% |
$599 - $727
|
18.9K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 28.57% |
$1.05K - $1.27K
|
35
$3.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 16.0% |
$1.2K - $1.45K
|
84
$7.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-21- 10.71% |
$1.57K - $1.91K
|
175
$15.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22- 0.54% |
$1.65K - $2K
|
4.07K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-31- 0.08% |
$2.32K - $2.82K
|
40.2K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35- 1.29% |
$2.62K - $3.18K
|
2.68K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-38- 6.11% |
$2.84K - $3.46K
|
584
$52.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 34.96% |
$3.22K - $3.91K
|
80
$7.21K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.34% |
$3.82K - $4.64K
|
14.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-59- 1.55% |
$4.42K - $5.36K
|
3.74K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-64- 0.11% |
$4.79K - $5.82K
|
60.3K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-69- 0.78% |
$5.17K - $6.27K
|
8.79K
$793K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-75- 19.13% |
$5.61K - $6.82K
|
317
$28.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-86- 3.17% |
$6.44K - $7.82K
|
2.63K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-96- 13.79% |
$7.19K - $8.73K
|
600
$54.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-99- 25.71% |
$7.41K - $9K
|
286
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-129- 97.73% |
$9.66K - $11.7K
|
3
$270
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 41.42% |
$10.5K - $12.7K
|
198
$17.9K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-147- 1.85% |
$11K - $13.4K
|
7.8K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-183- 5.13% |
$13.7K - $16.6K
|
3.38K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-239- 1.29% |
$17.9K - $21.7K
|
18.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-268- 2.25% |
$20.1K - $24.4K
|
11.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-334- 5.68% |
$25K - $30.4K
|
5.55K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-367- 1.0% |
$27.5K - $33.4K
|
36.4K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-373- 29.42% |
$27.9K - $33.9K
|
895
$80.7K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-408- 9.76% |
$30.5K - $37.1K
|
3.77K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-417- 1.73% |
$31.2K - $37.9K
|
23.7K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-439- 4.06% |
$32.9K - $39.9K
|
10.4K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-445- 2.27% |
$33.3K - $40.5K
|
19.1K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-471- 1.51% |
$35.3K - $42.8K
|
30.7K
$2.77M
|