Latest Institutional Transactions on Colgate Palmolive CO (CL)
This table provides information on the latest institutional transactions involving Colgate Palmolive CO (CL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-66- 12.48% |
$4.91K - $5.41K
|
463
$42.4K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.95K- 48.11% |
$368K - $405K
|
5.33K
$488K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-108- 12.03% |
$8.03K - $8.85K
|
790
$72.3K
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.04K+ 51.1% |
$152K - $167K
|
6.04K
$553K
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-536- 12.97% |
$39.9K - $43.9K
|
3.6K
$329K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 33.85% |
$104K - $115K
|
2.73K
$250K
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-102- 1.01% |
$7.59K - $8.36K
|
10K
$918K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-811- 3.44% |
$60.3K - $66.5K
|
22.8K
$2.09M
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-146- 2.95% |
$10.9K - $12K
|
4.8K
$440K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 1.53% |
$1.64K - $1.8K
|
1.46K
$134K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
157+ 1.34% |
$11.7K - $12.9K
|
11.8K
$1.08M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.45% |
$1.12K - $1.23K
|
3.33K
$305K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-120- 10.88% |
$8.93K - $9.84K
|
983
$90K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30New |
$2.23K - $2.46K
|
30
$2.75K
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-120- 1.65% |
$8.93K - $9.84K
|
7.14K
$654K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
142New |
$10.6K - $11.6K
|
142
$13K
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
8.88KNew |
$660K - $728K
|
8.88K
$813K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-201- 49.26% |
$15K - $16.5K
|
207
$19K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-66- 6.94% |
$4.91K - $5.41K
|
885
$81K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.16K+ 54.35% |
$161K - $177K
|
6.14K
$562K
|
|
Q1 2023 | |||||||
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.81KClosed |
$201K - $225K
|
0
$0
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
44KNew |
$3.14M - $3.52M
|
44K
$4.03M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
468KNew |
$33.4M - $37.4M
|
468K
$42.9M
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.38K+ 26.67% |
$98.4K - $110K
|
6.56K
$600K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
819+ 90.8% |
$58.4K - $65.5K
|
1.72K
$158K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7+ 0.11% |
$499 - $560
|
6.32K
$579K
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 3.65% |
$1.35K - $1.52K
|
501
$45.9K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-6.35K- 69.79% |
$453K - $508K
|
2.75K
$252K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-5.04K- 33.77% |
$359K - $403K
|
9.89K
$905K
|
|
May 15, 2023
Q1 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
79.6K+ 12.34% |
$5.67M - $6.36M
|
724K
$66.3M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
225KNew |
$16M - $18M
|
225K
$20.6M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
88+ 1.58% |
$6.28K - $7.04K
|
5.66K
$518K
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-500K- 4.33% |
$35.7M - $40M
|
11.1M
$1.01B
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
1MNew |
$71.3M - $80M
|
1M
$91.6M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.47K+ 131.9% |
$318K - $357K
|
7.85K
$719K
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.96KNew |
$710K - $796K
|
9.96K
$912K
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
3.43KNew |
$245K - $274K
|
3.43K
$314K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
86New |
$6.13K - $6.88K
|
86
$7.88K
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-511- 90.28% |
$36.4K - $40.9K
|
55
$5.04K
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-185- 5.83% |
$13.2K - $14.8K
|
2.99K
$274K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
150New |
$10.7K - $12K
|
150
$13.7K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
159KNew |
$11.4M - $12.7M
|
159K
$14.6M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.2KNew |
$85.6K - $96K
|
1.2K
$110K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.42KNew |
$244K - $274K
|
3.42K
$313K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.95MNew |
$496M - $556M
|
6.95M
$637M
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.23K- 3.02% |
$302K - $338K
|
136K
$12.4M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300New |
$21.4K - $24K
|
300
$27.5K
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-644- 2.29% |
$45.9K - $51.5K
|
27.5K
$2.52M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.83% |
$285 - $320
|
487
$44.6K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
33.3KNew |
$2.38M - $2.66M
|
33.3K
$3.05M
|