Purchases and Sales Made in Q2 2023 in Packaging Corp Of America (PKG)
This table provides information about the institutional ownership of Packaging Corp Of America (PKG) during Q2 2023. The information is specifically focused on institutions that hold shares of PACKAGING CORP OF AMERICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 62.07% |
$2.23K - $2.61K
|
47
$9.27K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.92% |
$1.98K - $2.32K
|
1.76K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14+ 0.09% |
$1.74K - $2.03K
|
15.6K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
13+ 2.57% |
$1.61K - $1.88K
|
518
$102K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 21.43% |
$1.49K - $1.74K
|
68
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 12.37% |
$1.49K - $1.74K
|
109
$21.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
11+ 0.13% |
$1.36K - $1.59K
|
8.25K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
10+ 0.56% |
$1.24K - $1.45K
|
1.81K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
9+ 0.04% |
$1.12K - $1.3K
|
20.1K
$3.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
9New |
$1.12K - $1.3K
|
9
$1.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.44% |
$992 - $1.16K
|
1.84K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
8+ 1.0% |
$992 - $1.16K
|
812
$160K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$868 - $1.01K
|
7
$1.38K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$868 - $1.01K
|
7
$1.38K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$744 - $869
|
6
$1.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.37% |
$744 - $869
|
1.61K
$318K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.18% |
$744 - $869
|
3.27K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.07% |
$496 - $580
|
377
$74.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$496 - $580
|
4
$789
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.53% |
$496 - $580
|
758
$149K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 66.67% |
$248 - $290
|
5
$986
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.69% |
$248 - $290
|
293
$57.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$248 - $290
|
1.56K
$308K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 2.7% |
$124 - $145
|
38
$7.49K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 6.25% |
$124 - $145
|
17
$3.35K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 16.67% |
$124 - $145
|
7
$1.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1New |
$124 - $145
|
1
$197
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.19% |
$124 - $145
|
536
$106K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$124 - $145
|
103
$20.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$124 - $145
|
1.54K
$304K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.1% |
$124 - $145
|
92
$18.1K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 3.7% |
$124 - $145
|
26
$5.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 9.52% |
$248 - $290
|
19
$3.75K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3- 0.02% |
$372 - $435
|
15.7K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 36.36% |
$496 - $580
|
7
$1.38K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.15% |
$620 - $725
|
3.34K
$659K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 0.71% |
$620 - $725
|
703
$139K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 5.83% |
$744 - $869
|
97
$19.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 5.04% |
$868 - $1.01K
|
132
$26K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 8.64% |
$868 - $1.01K
|
74
$14.6K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 43.75% |
$868 - $1.01K
|
9
$1.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 12.12% |
$992 - $1.16K
|
58
$11.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.59% |
$1.12K - $1.3K
|
339
$66.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 2.59% |
$1.12K - $1.3K
|
339
$66.9K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.36K - $1.59K
|
30
$5.92K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.36K - $1.59K
|
30
$5.92K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12- 5.48% |
$1.49K - $1.74K
|
207
$40.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 3.49% |
$1.98K - $2.32K
|
443
$87.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 3.49% |
$1.98K - $2.32K
|
443
$87.4K
|
|