Purchases and Sales Made in Q4 2023 in Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
115+ 45.1% |
$6.13K - $8.03K
|
370
$30.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
113+ 0.97% |
$6.02K - $7.89K
|
11.8K
$963K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
113+ 0.97% |
$6.02K - $7.89K
|
11.8K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110+ 1.29% |
$5.86K - $7.68K
|
8.65K
$708K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
100+ 0.94% |
$5.33K - $6.98K
|
10.7K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
96+ 2.28% |
$5.12K - $6.7K
|
4.32K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84New |
$4.48K - $5.86K
|
84
$6.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
74+ 3.07% |
$3.94K - $5.16K
|
2.49K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 97.01% |
$3.46K - $4.54K
|
132
$10.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.74% |
$3.25K - $4.26K
|
8.27K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
48+ 6.04% |
$2.56K - $3.35K
|
843
$69K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$2.45K - $3.21K
|
46
$3.77K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$2.24K - $2.93K
|
42
$3.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39New |
$2.08K - $2.72K
|
39
$3.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 72.0% |
$1.92K - $2.51K
|
86
$7.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33+ 0.26% |
$1.76K - $2.3K
|
12.8K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23New |
$1.23K - $1.61K
|
23
$1.88K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$1.07K - $1.4K
|
20
$1.64K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.48% |
$1.07K - $1.4K
|
4.23K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.24% |
$906 - $1.19K
|
6.98K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16New |
$853 - $1.12K
|
16
$1.31K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$693 - $907
|
13
$1.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12+ 0.07% |
$639 - $837
|
18.2K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$586 - $768
|
11
$900
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$533 - $698
|
10
$819
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$320 - $419
|
6
$491
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4New |
$213 - $279
|
4
$327
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.05% |
$213 - $279
|
386
$31.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$213 - $279
|
4
$327
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 1.63% |
$160 - $209
|
187
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$107 - $140
|
2
$164
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.76% |
$53.3 - $69.8
|
132
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.43% |
$53.3 - $69.8
|
233
$19.1K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$53.3 - $69.8
|
10
$819
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.52% |
$53.3 - $69.8
|
192
$15.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.25% |
$107 - $140
|
30
$2.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.09% |
$160 - $209
|
94
$7.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 3.7% |
$160 - $209
|
78
$6.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.8% |
$586 - $768
|
1.36K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.04% |
$693 - $907
|
34.6K
$2.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 0.37% |
$906 - $1.19K
|
4.52K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17- 0.09% |
$906 - $1.19K
|
19.6K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-22- 73.33% |
$1.17K - $1.54K
|
8
$655
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 20.15% |
$1.44K - $1.88K
|
107
$8.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-31- 1.53% |
$1.65K - $2.16K
|
1.99K
$163K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 20.0% |
$2.03K - $2.65K
|
152
$12.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-51- 1.18% |
$2.72K - $3.56K
|
4.26K
$349K
|