Purchases and Sales Made in Q4 2024 in Us Foods Holding Corp. (USFD)
This table provides information about the institutional ownership of Us Foods Holding Corp. (USFD) during Q4 2024. The information is specifically focused on institutions that hold shares of US Foods Holding Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
50+ 0.19% |
$3.03K - $3.62K
|
27K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$3.03K - $3.62K
|
50
$3.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
46+ 0.2% |
$2.79K - $3.33K
|
23.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
43+ 0.84% |
$2.61K - $3.11K
|
5.15K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 50.0% |
$2.37K - $2.82K
|
117
$9.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
38+ 1.02% |
$2.3K - $2.75K
|
3.76K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
38New |
$2.3K - $2.75K
|
38
$3.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34+ 30.91% |
$2.06K - $2.46K
|
144
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34+ 0.64% |
$2.06K - $2.46K
|
5.36K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.32% |
$1.88K - $2.24K
|
9.87K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
30New |
$1.82K - $2.17K
|
30
$2.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$1.64K - $1.95K
|
27
$2.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
26+ 0.7% |
$1.58K - $1.88K
|
3.77K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 10.2% |
$1.58K - $1.88K
|
281
$22.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$1.52K - $1.81K
|
25
$2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25+ 8.59% |
$1.52K - $1.81K
|
316
$25.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23New |
$1.39K - $1.66K
|
23
$1.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
20New |
$1.21K - $1.45K
|
20
$1.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.21K - $1.45K
|
20
$1.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18New |
$1.09K - $1.3K
|
18
$1.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.08% |
$970 - $1.16K
|
19.8K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.19% |
$910 - $1.08K
|
1.27K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 15.79% |
$910 - $1.08K
|
110
$8.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14New |
$849 - $1.01K
|
14
$1.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$788 - $940
|
13
$1.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1.96% |
$788 - $940
|
675
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13New |
$788 - $940
|
13
$1.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
12+ 0.15% |
$728 - $868
|
8.06K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11+ 64.71% |
$667 - $796
|
28
$2.24K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11New |
$667 - $796
|
11
$878
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$485 - $579
|
8
$639
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 14.29% |
$425 - $506
|
56
$4.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$425 - $506
|
7
$559
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$364 - $434
|
6
$479
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 41.67% |
$303 - $362
|
17
$1.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 7.58% |
$303 - $362
|
71
$5.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 4.03% |
$303 - $362
|
129
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$303 - $362
|
5
$399
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.83% |
$303 - $362
|
278
$22.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 9.09% |
$243 - $289
|
48
$3.83K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$182 - $217
|
7.53K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2- 0.06% |
$121 - $145
|
3.33K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 5.26% |
$182 - $217
|
54
$4.31K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 1.37% |
$303 - $362
|
360
$28.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 12.5% |
$425 - $506
|
49
$3.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.11% |
$607 - $723
|
8.99K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10- 0.27% |
$607 - $723
|
3.75K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-11- 0.04% |
$667 - $796
|
26.6K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-11- 0.08% |
$667 - $796
|
13K
$1.04M
|