Purchases and Sales Made in Q1 2024 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q1 2024. The information is specifically focused on institutions that hold shares of COLGATE PALMOLIVE CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 2.4% |
$6.55K - $7.38K
|
3.5K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
80+ 2.07% |
$6.39K - $7.2K
|
3.94K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80+ 1.2% |
$6.39K - $7.2K
|
6.73K
$630K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
76+ 0.46% |
$6.07K - $6.84K
|
16.6K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
75New |
$5.99K - $6.75K
|
75
$7.02K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
72+ 0.3% |
$5.75K - $6.48K
|
23.9K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
72+ 1.07% |
$5.75K - $6.48K
|
6.78K
$634K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
72+ 0.22% |
$5.75K - $6.48K
|
32.4K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
72+ 1.86% |
$5.75K - $6.48K
|
3.94K
$369K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 2.18% |
$5.59K - $6.3K
|
3.28K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 53.66% |
$5.27K - $5.94K
|
189
$17.7K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
66+ 6.29% |
$5.27K - $5.94K
|
1.12K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
65+ 0.84% |
$5.19K - $5.85K
|
7.83K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.25% |
$5.19K - $5.85K
|
26.1K
$2.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
64+ 2.05% |
$5.11K - $5.76K
|
3.19K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
64+ 0.49% |
$5.11K - $5.76K
|
13.1K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
60New |
$4.79K - $5.4K
|
60
$5.61K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
60+ 4.07% |
$4.79K - $5.4K
|
1.53K
$144K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60+ 4.29% |
$4.79K - $5.4K
|
1.46K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
60+ 0.24% |
$4.79K - $5.4K
|
25K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
60+ 2.3% |
$4.79K - $5.4K
|
2.67K
$250K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
58+ 1.97% |
$4.63K - $5.22K
|
3.01K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 33.53% |
$4.47K - $5.04K
|
223
$20.9K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
56+ 1.04% |
$4.47K - $5.04K
|
5.46K
$510K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
55+ 1.92% |
$4.39K - $4.95K
|
2.92K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
54+ 0.26% |
$4.31K - $4.86K
|
20.6K
$1.93M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
54+ 0.72% |
$4.31K - $4.86K
|
7.52K
$703K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
53+ 0.57% |
$4.23K - $4.77K
|
9.29K
$869K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 0.4% |
$4.23K - $4.77K
|
13.4K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
52+ 0.32% |
$4.15K - $4.68K
|
16.3K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
52+ 3.35% |
$4.15K - $4.68K
|
1.6K
$150K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
52+ 0.36% |
$4.15K - $4.68K
|
14.6K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
50+ 0.66% |
$3.99K - $4.5K
|
7.67K
$717K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
47+ 1.5% |
$3.75K - $4.23K
|
3.17K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 1.27% |
$3.67K - $4.14K
|
3.67K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
43+ 0.76% |
$3.44K - $3.87K
|
5.69K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42+ 0.03% |
$3.36K - $3.78K
|
142K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
42+ 1.51% |
$3.36K - $3.78K
|
2.82K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
41+ 1.89% |
$3.28K - $3.69K
|
2.21K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 0.74% |
$3.28K - $3.69K
|
5.61K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
40+ 1.53% |
$3.2K - $3.6K
|
2.66K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
39+ 0.7% |
$3.12K - $3.51K
|
5.62K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39+ 0.7% |
$3.12K - $3.51K
|
5.58K
$522K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.4% |
$3.04K - $3.42K
|
9.44K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
38+ 1.07% |
$3.04K - $3.42K
|
3.58K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
37+ 0.34% |
$2.96K - $3.33K
|
10.8K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36+ 0.36% |
$2.88K - $3.24K
|
10K
$939K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 4.74% |
$2.8K - $3.15K
|
773
$72.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33+ 1.54% |
$2.64K - $2.97K
|
2.18K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.44% |
$2.64K - $2.97K
|
7.46K
$698K
|