Purchases and Sales Made in Q4 2023 in Packaging Corp Of America (PKG)
This table provides information about the institutional ownership of Packaging Corp Of America (PKG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19New |
$2.75K - $3.22K
|
19
$3.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
17New |
$2.46K - $2.89K
|
17
$3.46K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17New |
$2.46K - $2.89K
|
17
$3.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
16+ 8.6% |
$2.31K - $2.72K
|
202
$41.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.47% |
$2.02K - $2.38K
|
2.98K
$605K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.94% |
$2.02K - $2.38K
|
1.5K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
14+ 0.17% |
$2.02K - $2.38K
|
8.45K
$1.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$1.88K - $2.21K
|
13
$2.64K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
13+ 4.87% |
$1.88K - $2.21K
|
280
$56.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12New |
$1.73K - $2.04K
|
12
$2.44K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 0.89% |
$1.73K - $2.04K
|
1.36K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$1.59K - $1.87K
|
11
$2.24K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.44K - $1.7K
|
10
$2.03K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 125.0% |
$1.44K - $1.7K
|
18
$3.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.16% |
$1.3K - $1.53K
|
83
$16.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.5% |
$1.3K - $1.53K
|
1.82K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.33% |
$1.16K - $1.36K
|
2.4K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 3.8% |
$1.01K - $1.19K
|
191
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7New |
$1.01K - $1.19K
|
7
$1.42K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 3.32% |
$1.01K - $1.19K
|
218
$44.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.69% |
$1.01K - $1.19K
|
420
$85.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$867 - $1.02K
|
6
$1.22K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 200.0% |
$867 - $1.02K
|
9
$1.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$578 - $679
|
4
$814
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 6.25% |
$578 - $679
|
68
$13.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$578 - $679
|
5.49K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.26% |
$578 - $679
|
1.53K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3New |
$433 - $509
|
3
$610
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$433 - $509
|
3
$610
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.79% |
$433 - $509
|
383
$77.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.0% |
$433 - $509
|
132K
$26.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 8.33% |
$289 - $339
|
26
$5.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2New |
$289 - $339
|
2
$407
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.59% |
$144 - $170
|
64
$13K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$144 - $170
|
1.55K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$144 - $170
|
105
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1- 0.01% |
$144 - $170
|
15.8K
$3.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1- 0.03% |
$144 - $170
|
3.97K
$807K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.25% |
$144 - $170
|
406
$82.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2- 0.12% |
$289 - $339
|
1.71K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.07% |
$289 - $339
|
2.84K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 1.17% |
$433 - $509
|
253
$51.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.67% |
$433 - $509
|
442
$89.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 50.0% |
$578 - $679
|
4
$814
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.36% |
$722 - $849
|
1.4K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.23% |
$722 - $849
|
2.16K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.21% |
$722 - $849
|
2.4K
$488K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 1.61% |
$1.01K - $1.19K
|
429
$87.3K
|