Purchases and Sales Made in Q4 2024 in Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 12.26% |
$5.93K - $6.88K
|
696
$57K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
74+ 27.31% |
$5.77K - $6.7K
|
345
$28.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
72+ 2.15% |
$5.62K - $6.52K
|
3.42K
$280K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71+ 0.98% |
$5.54K - $6.43K
|
7.33K
$600K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 44.23% |
$5.38K - $6.25K
|
225
$18.4K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 15.89% |
$5.07K - $5.89K
|
474
$38.8K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
65New |
$5.07K - $5.89K
|
65
$5.32K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60+ 1.03% |
$4.68K - $5.43K
|
5.91K
$484K
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
59+ 0.17% |
$4.6K - $5.34K
|
34.4K
$2.82M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
54+ 0.16% |
$4.21K - $4.89K
|
34.6K
$2.83M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
52+ 0.23% |
$4.06K - $4.71K
|
22.8K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49+ 0.13% |
$3.82K - $4.44K
|
36.7K
$3M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 1.93% |
$3.59K - $4.17K
|
2.43K
$199K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
46+ 242.11% |
$3.59K - $4.17K
|
65
$5.32K
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
45+ 0.35% |
$3.51K - $4.08K
|
13K
$1.07M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
44New |
$3.43K - $3.99K
|
44
$3.6K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 35.2% |
$3.43K - $3.99K
|
169
$13.8K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32New |
$2.5K - $2.9K
|
32
$2.62K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 45.31% |
$2.26K - $2.63K
|
93
$7.61K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27New |
$2.11K - $2.45K
|
27
$2.21K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 4.81% |
$2.03K - $2.35K
|
566
$46.3K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 2.35% |
$1.87K - $2.17K
|
1.04K
$85.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.19% |
$1.72K - $1.99K
|
1.87K
$153K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 48.15% |
$1.01K - $1.18K
|
40
$3.27K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 14.63% |
$936 - $1.09K
|
94
$7.69K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 19.61% |
$780 - $906
|
61
$4.99K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 19.61% |
$780 - $906
|
61
$4.99K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.24% |
$702 - $815
|
3.73K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9+ 33.33% |
$702 - $815
|
36
$2.95K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$624 - $725
|
8
$655
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$546 - $634
|
7
$573
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$390 - $453
|
5
$409
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 1.39% |
$390 - $453
|
366
$30K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 1.65% |
$390 - $453
|
308
$25.2K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$312 - $362
|
3.05K
$250K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$312 - $362
|
4
$327
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.13% |
$312 - $362
|
3.17K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 2.04% |
$78 - $90.6
|
48
$3.93K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 3.85% |
$312 - $362
|
100
$8.18K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 2.0% |
$312 - $362
|
196
$16K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 4.08% |
$312 - $362
|
94
$7.69K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 8.2% |
$390 - $453
|
56
$4.58K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 21.21% |
$546 - $634
|
26
$2.13K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 0.77% |
$546 - $634
|
907
$74.2K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 17.74% |
$858 - $996
|
51
$4.17K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.29% |
$936 - $1.09K
|
4.09K
$335K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12- 0.1% |
$936 - $1.09K
|
12.3K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 9.15% |
$1.01K - $1.18K
|
129
$10.6K
|