Purchases and Sales Made in Q4 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
303+ 2.52% |
$20.9K - $24.2K
|
12.3K
$1.18M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
302+ 2.01% |
$20.8K - $24.1K
|
15.3K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
299+ 0.33% |
$20.6K - $23.8K
|
90.4K
$8.67M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
299New |
$20.6K - $23.8K
|
299
$28.7K
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
297+ 1.79% |
$20.5K - $23.7K
|
16.9K
$1.62M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
290+ 5.31% |
$20K - $23.1K
|
5.76K
$552K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
276+ 13.02% |
$19K - $22K
|
2.4K
$230K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
275+ 9.65% |
$18.9K - $21.9K
|
3.12K
$300K
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
270+ 0.94% |
$18.6K - $21.5K
|
29K
$2.78M
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
260+ 4.89% |
$17.9K - $20.7K
|
5.57K
$534K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
252+ 12.07% |
$17.4K - $20.1K
|
2.34K
$224K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
251+ 1.31% |
$17.3K - $20K
|
19.5K
$1.87M
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
250+ 22.07% |
$17.2K - $19.9K
|
1.38K
$133K
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
248+ 7.48% |
$17.1K - $19.8K
|
3.56K
$342K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
245+ 3.16% |
$16.9K - $19.5K
|
7.99K
$766K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240+ 10.11% |
$16.5K - $19.1K
|
2.61K
$251K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
239+ 3.53% |
$16.5K - $19.1K
|
7.01K
$672K
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
232+ 7.14% |
$16K - $18.5K
|
3.48K
$334K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
222+ 4.77% |
$15.3K - $17.7K
|
4.87K
$467K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219+ 2.44% |
$15.1K - $17.5K
|
9.2K
$882K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
218+ 3.61% |
$15K - $17.4K
|
6.26K
$600K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
216+ 2.69% |
$14.9K - $17.2K
|
8.23K
$789K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
215+ 1.27% |
$14.8K - $17.1K
|
17.1K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
212+ 0.89% |
$14.6K - $16.9K
|
24K
$2.31M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
209+ 1.85% |
$14.4K - $16.7K
|
11.5K
$1.11M
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
209+ 3.91% |
$14.4K - $16.7K
|
5.56K
$533K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
201+ 1.34% |
$13.8K - $16K
|
15.2K
$1.46M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200+ 0.54% |
$13.8K - $15.9K
|
37.2K
$3.56M
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
200+ 4.44% |
$13.8K - $15.9K
|
4.7K
$451K
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
200+ 0.26% |
$13.8K - $15.9K
|
76.1K
$7.3M
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
200+ 0.98% |
$13.8K - $15.9K
|
20.6K
$1.98M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200New |
$13.8K - $15.9K
|
200
$19.2K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 6.16% |
$13.8K - $15.9K
|
3.45K
$331K
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
198+ 5.4% |
$13.6K - $15.8K
|
3.86K
$370K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
198+ 6.93% |
$13.6K - $15.8K
|
3.06K
$293K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
194New |
$13.4K - $15.5K
|
194
$18.6K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
193+ 2.95% |
$13.3K - $15.4K
|
6.75K
$647K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
186+ 0.45% |
$12.8K - $14.8K
|
41.5K
$3.98M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
185+ 6.45% |
$12.7K - $14.7K
|
3.06K
$293K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
180New |
$12.4K - $14.3K
|
180
$17.3K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
175+ 78.13% |
$12.1K - $13.9K
|
399
$38.3K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
172+ 2.46% |
$11.8K - $13.7K
|
7.17K
$688K
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
172+ 1.45% |
$11.8K - $13.7K
|
12K
$1.15M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
168+ 5.25% |
$11.6K - $13.4K
|
3.37K
$323K
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
168+ 2.09% |
$11.6K - $13.4K
|
8.2K
$787K
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
165+ 3.09% |
$11.4K - $13.2K
|
5.51K
$528K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
165+ 1.11% |
$11.4K - $13.2K
|
15K
$1.44M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
165New |
$11.4K - $13.2K
|
165
$15.8K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
157+ 0.69% |
$10.8K - $12.5K
|
22.8K
$2.18M
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
156+ 1.87% |
$10.7K - $12.4K
|
8.48K
$813K
|