Purchases and Sales Made in Q2 2025 in Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 26.95% |
$2.72K - $3.4K
|
179
$17.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 10.36% |
$2.65K - $3.31K
|
394
$38.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30New |
$2.15K - $2.69K
|
30
$2.95K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
30+ 2.62% |
$2.15K - $2.69K
|
1.17K
$115K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
27+ 0.58% |
$1.93K - $2.42K
|
4.66K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
27New |
$1.93K - $2.42K
|
27
$2.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
26New |
$1.86K - $2.33K
|
26
$2.55K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$1.36K - $1.7K
|
3.53K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 17.86% |
$1.07K - $1.34K
|
99
$9.72K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 12.07% |
$1K - $1.25K
|
130
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13+ 54.17% |
$931 - $1.16K
|
37
$3.63K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$931 - $1.16K
|
13
$1.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 100.0% |
$859 - $1.07K
|
24
$2.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12New |
$859 - $1.07K
|
12
$1.18K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 4.55% |
$645 - $806
|
207
$20.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 25.71% |
$645 - $806
|
44
$4.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9New |
$645 - $806
|
9
$884
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 233.33% |
$501 - $627
|
10
$982
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$501 - $627
|
7
$687
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.73% |
$430 - $537
|
167
$16.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 6.19% |
$430 - $537
|
103
$10.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6+ 0.26% |
$430 - $537
|
2.28K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$358 - $448
|
5
$491
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 71.43% |
$358 - $448
|
12
$1.18K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 3.4% |
$358 - $448
|
152
$14.9K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 55.56% |
$358 - $448
|
14
$1.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$215 - $269
|
3
$295
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$215 - $269
|
7
$687
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 2.9% |
$143 - $179
|
71
$6.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.14% |
$71.6 - $89.6
|
15
$1.47K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$71.6 - $89.6
|
1
$98.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2Closed |
$143 - $179
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 15.38% |
$143 - $179
|
11
$1.08K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 3.75% |
$215 - $269
|
77
$7.56K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 27.27% |
$215 - $269
|
8
$786
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 2.81% |
$358 - $448
|
173
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-7- 1.52% |
$501 - $627
|
455
$44.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10- 16.39% |
$716 - $896
|
51
$5.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10- 16.39% |
$716 - $896
|
51
$5.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 46.67% |
$1K - $1.25K
|
16
$1.57K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-23- 0.22% |
$1.65K - $2.06K
|
10.7K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.63% |
$1.65K - $2.06K
|
3.62K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27- 0.44% |
$1.93K - $2.42K
|
6.1K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 6.22% |
$2.22K - $2.78K
|
467
$45.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-37- 0.42% |
$2.65K - $3.31K
|
8.85K
$869K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-54- 81.82% |
$3.87K - $4.84K
|
12
$1.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-65- 37.14% |
$4.66K - $5.82K
|
110
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-69- 0.78% |
$4.94K - $6.18K
|
8.72K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 6.83% |
$5.01K - $6.27K
|
955
$93.8K
|