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 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.94% |
$2.02K - $2.38K
|
1.5K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.47% |
$2.02K - $2.38K
|
2.98K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
13+ 4.87% |
$1.88K - $2.21K
|
280
$68.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$1.88K - $2.21K
|
13
$3.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12New |
$1.73K - $2.04K
|
12
$2.93K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 0.89% |
$1.73K - $2.04K
|
1.36K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$1.59K - $1.87K
|
11
$2.69K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 125.0% |
$1.44K - $1.7K
|
18
$4.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.44K - $1.7K
|
10
$2.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.5% |
$1.3K - $1.53K
|
1.82K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 12.16% |
$1.3K - $1.53K
|
83
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.33% |
$1.16K - $1.36K
|
2.4K
$586K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 3.32% |
$1.01K - $1.19K
|
218
$53.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 3.8% |
$1.01K - $1.19K
|
191
$46.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.69% |
$1.01K - $1.19K
|
420
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7New |
$1.01K - $1.19K
|
7
$1.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 200.0% |
$867 - $1.02K
|
9
$2.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$867 - $1.02K
|
6
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$578 - $679
|
4
$976
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 6.25% |
$578 - $679
|
68
$16.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.26% |
$578 - $679
|
1.53K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$578 - $679
|
5.49K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.0% |
$433 - $509
|
132K
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3New |
$433 - $509
|
3
$732
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.79% |
$433 - $509
|
383
$93.5K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$433 - $509
|
3
$732
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 8.33% |
$289 - $339
|
26
$6.35K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2New |
$289 - $339
|
2
$488
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$144 - $170
|
1.55K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$144 - $170
|
105
$25.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.59% |
$144 - $170
|
64
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.25% |
$144 - $170
|
406
$99.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1- 0.01% |
$144 - $170
|
15.8K
$3.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1- 0.03% |
$144 - $170
|
3.97K
$969K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.07% |
$289 - $339
|
2.84K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2- 0.12% |
$289 - $339
|
1.71K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.67% |
$433 - $509
|
442
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 1.17% |
$433 - $509
|
253
$61.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 50.0% |
$578 - $679
|
4
$976
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.36% |
$722 - $849
|
1.4K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.23% |
$722 - $849
|
2.16K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.21% |
$722 - $849
|
2.4K
$585K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 1.61% |
$1.01K - $1.19K
|
429
$105K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-8- 5.06% |
$1.16K - $1.36K
|
150
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 2.45% |
$1.16K - $1.36K
|
318
$77.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9- 0.4% |
$1.3K - $1.53K
|
2.22K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 13.24% |
$1.3K - $1.53K
|
59
$14.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 9.26% |
$1.44K - $1.7K
|
98
$23.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.21% |
$1.44K - $1.7K
|
4.75K
$1.16M
|