Purchases and Sales Made in Q3 2024 in Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
51New |
$3.14K - $4.02K
|
51
$4.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49New |
$3.02K - $3.86K
|
49
$4.14K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48+ 1.18% |
$2.96K - $3.78K
|
4.1K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 60.26% |
$2.9K - $3.7K
|
125
$10.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 88.46% |
$2.83K - $3.62K
|
98
$8.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
42+ 0.63% |
$2.59K - $3.31K
|
6.67K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
41+ 0.92% |
$2.53K - $3.23K
|
4.51K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
39+ 0.21% |
$2.4K - $3.07K
|
18.7K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 29.03% |
$2.22K - $2.84K
|
160
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
27New |
$1.66K - $2.13K
|
27
$2.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 7.76% |
$1.6K - $2.05K
|
361
$30.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 15.24% |
$1.54K - $1.97K
|
189
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 23.81% |
$1.23K - $1.58K
|
104
$8.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
19New |
$1.17K - $1.5K
|
19
$1.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.98% |
$1.11K - $1.42K
|
1.85K
$156K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$801 - $1.02K
|
13
$1.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 8.33% |
$739 - $945
|
156
$13.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 3.06% |
$554 - $709
|
303
$25.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$493 - $630
|
7.26K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 38.46% |
$308 - $394
|
18
$1.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3New |
$185 - $236
|
3
$253
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$185 - $236
|
3
$253
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.19% |
$185 - $236
|
97
$8.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$61.6 - $78.8
|
3.23K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.07% |
$61.6 - $78.8
|
1.42K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 15.38% |
$123 - $158
|
11
$928
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 9.52% |
$123 - $158
|
19
$1.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 3.08% |
$123 - $158
|
63
$5.32K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6- 0.16% |
$370 - $473
|
3.73K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 0.47% |
$554 - $709
|
1.91K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 4.69% |
$554 - $709
|
183
$15.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13- 1.4% |
$801 - $1.02K
|
914
$77.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15- 0.37% |
$924 - $1.18K
|
4.09K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18- 0.59% |
$1.11K - $1.42K
|
3.05K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 3.91% |
$1.29K - $1.65K
|
516
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-22- 9.91% |
$1.36K - $1.73K
|
200
$16.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 44.9% |
$1.36K - $1.73K
|
27
$2.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26- 34.21% |
$1.6K - $2.05K
|
50
$4.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37- 1.09% |
$2.28K - $2.91K
|
3.35K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-37- 0.34% |
$2.28K - $2.91K
|
10.8K
$914K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 43.02% |
$2.28K - $2.91K
|
49
$4.14K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-49- 0.83% |
$3.02K - $3.86K
|
5.85K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-66- 9.62% |
$4.07K - $5.2K
|
620
$52.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-69- 10.38% |
$4.25K - $5.43K
|
596
$50.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-80- 94.12% |
$4.93K - $6.3K
|
5
$422
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-84- 2.08% |
$5.17K - $6.62K
|
3.95K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-85- 2.17% |
$5.24K - $6.69K
|
3.84K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 16.67% |
$6.16K - $7.88K
|
500
$42.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-117- 0.21% |
$7.21K - $9.21K
|
55K
$4.64M
|