Purchases and Sales Made in Q2 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
126+ 0.41% |
$9.37K - $10.3K
|
31.1K
$2.85M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
126+ 2.61% |
$9.37K - $10.3K
|
4.96K
$454K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
120New |
$8.93K - $9.84K
|
120
$11K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
117New |
$8.7K - $9.59K
|
117
$10.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
112+ 0.17% |
$8.33K - $9.18K
|
64.6K
$5.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
110New |
$8.18K - $9.02K
|
110
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
107+ 52.2% |
$7.96K - $8.77K
|
312
$28.6K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
104+ 1.92% |
$7.74K - $8.53K
|
5.53K
$507K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
101+ 3.38% |
$7.51K - $8.28K
|
3.09K
$283K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
101+ 104.12% |
$7.51K - $8.28K
|
198
$18.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 0.63% |
$7.44K - $8.2K
|
15.9K
$1.46M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
100New |
$7.44K - $8.2K
|
100
$9.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 5.21% |
$7.36K - $8.12K
|
2K
$183K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97+ 0.56% |
$7.21K - $7.95K
|
17.4K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
97+ 56.07% |
$7.21K - $7.95K
|
270
$24.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
97+ 65.1% |
$7.21K - $7.95K
|
246
$22.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 3.04% |
$7.14K - $7.87K
|
3.25K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
96+ 0.26% |
$7.14K - $7.87K
|
36.6K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
89+ 0.97% |
$6.62K - $7.3K
|
9.31K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
88+ 1.29% |
$6.55K - $7.21K
|
6.89K
$631K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
86+ 2.64% |
$6.4K - $7.05K
|
3.35K
$307K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
84+ 2.73% |
$6.25K - $6.89K
|
3.17K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
82+ 0.5% |
$6.1K - $6.72K
|
16.5K
$1.51M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
81+ 2.73% |
$6.02K - $6.64K
|
3.05K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
80+ 0.51% |
$5.95K - $6.56K
|
15.6K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
80+ 2.6% |
$5.95K - $6.56K
|
3.16K
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
79+ 52.67% |
$5.88K - $6.48K
|
229
$21K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
78+ 1.1% |
$5.8K - $6.39K
|
7.18K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
78+ 2.42% |
$5.8K - $6.39K
|
3.3K
$302K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
75+ 0.84% |
$5.58K - $6.15K
|
9.05K
$829K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
73+ 1.31% |
$5.43K - $5.98K
|
5.65K
$518K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
70+ 0.11% |
$5.21K - $5.74K
|
61.5K
$5.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
70+ 0.17% |
$5.21K - $5.74K
|
41.4K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
70+ 0.97% |
$5.21K - $5.74K
|
7.3K
$668K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
68+ 1.86% |
$5.06K - $5.57K
|
3.73K
$342K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
62+ 7.32% |
$4.61K - $5.08K
|
909
$83.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
61+ 1.71% |
$4.54K - $5K
|
3.64K
$333K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
61+ 0.59% |
$4.54K - $5K
|
10.5K
$960K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
61+ 0.53% |
$4.54K - $5K
|
11.5K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
60+ 0.2% |
$4.46K - $4.92K
|
29.8K
$2.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
54+ 1.13% |
$4.02K - $4.43K
|
4.82K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.45% |
$3.79K - $4.18K
|
11.4K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 26.18% |
$3.72K - $4.1K
|
241
$22.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50+ 1.29% |
$3.72K - $4.1K
|
3.92K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
45+ 1.55% |
$3.35K - $3.69K
|
2.94K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 1.08% |
$3.27K - $3.61K
|
4.12K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
44+ 0.44% |
$3.27K - $3.61K
|
9.99K
$915K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 0.43% |
$3.05K - $3.36K
|
9.56K
$875K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.48% |
$3.05K - $3.36K
|
8.66K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40New |
$2.98K - $3.28K
|
40
$3.66K
|