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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.37% |
$2.56K - $2.88K
|
8.6K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 4.45% |
$2.56K - $2.88K
|
751
$70.3K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
31+ 0.91% |
$2.48K - $2.79K
|
3.43K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 0.78% |
$2.48K - $2.79K
|
3.99K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 5.99% |
$2.32K - $2.61K
|
513
$48K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
27+ 245.45% |
$2.16K - $2.43K
|
38
$3.56K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 0.81% |
$2.08K - $2.34K
|
3.22K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.4% |
$2.08K - $2.34K
|
6.49K
$608K
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
25+ 0.02% |
$2K - $2.25K
|
137K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
24+ 0.23% |
$1.92K - $2.16K
|
10.4K
$974K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
24+ 0.31% |
$1.92K - $2.16K
|
7.69K
$719K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
23+ 0.56% |
$1.84K - $2.07K
|
4.12K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
23+ 0.19% |
$1.84K - $2.07K
|
12.2K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
22+ 0.03% |
$1.76K - $1.98K
|
71K
$6.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
20+ 0.45% |
$1.6K - $1.8K
|
4.44K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 1.12% |
$1.6K - $1.8K
|
1.8K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.44K - $1.62K
|
4.03K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
18+ 0.24% |
$1.44K - $1.62K
|
7.44K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18+ 6.02% |
$1.44K - $1.62K
|
317
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18+ 0.46% |
$1.44K - $1.62K
|
3.95K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.59% |
$1.44K - $1.62K
|
3.08K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
17+ 0.52% |
$1.36K - $1.53K
|
3.27K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.58% |
$1.36K - $1.53K
|
2.96K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 48.57% |
$1.36K - $1.53K
|
52
$4.87K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 4.26% |
$1.36K - $1.53K
|
416
$38.9K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15+ 0.18% |
$1.2K - $1.35K
|
8.22K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.2K - $1.35K
|
15
$1.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14+ 2.45% |
$1.12K - $1.26K
|
586
$54.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13+ 0.07% |
$1.04K - $1.17K
|
18.6K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
12+ 0.31% |
$959 - $1.08K
|
3.89K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 0.39% |
$959 - $1.08K
|
3.07K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11+ 0.1% |
$879 - $991
|
11.4K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 1.47% |
$879 - $991
|
761
$71.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10+ 0.37% |
$799 - $901
|
2.69K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 1.68% |
$799 - $901
|
607
$56.8K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.16% |
$799 - $901
|
6.21K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9+ 0.31% |
$719 - $810
|
2.87K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.06% |
$719 - $810
|
15.7K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 5.45% |
$719 - $810
|
174
$16.3K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8+ 0.05% |
$639 - $720
|
16.9K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.26% |
$639 - $720
|
3.04K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.15% |
$639 - $720
|
5.45K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.26% |
$639 - $720
|
3.06K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8+ 0.23% |
$639 - $720
|
3.52K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.18% |
$559 - $630
|
3.87K
$362K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.1% |
$559 - $630
|
7K
$655K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 20.0% |
$559 - $630
|
42
$3.93K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.21% |
$479 - $540
|
2.88K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.05% |
$479 - $540
|
11.6K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.05% |
$399 - $450
|
10K
$936K
|