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 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 2.61% |
$2.48K - $2.87K
|
1.42K
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
36+ 0.78% |
$2.48K - $2.87K
|
4.63K
$424K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$2.41K - $2.79K
|
35
$3.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
33+ 41.25% |
$2.27K - $2.63K
|
113
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 35.16% |
$2.2K - $2.55K
|
123
$11.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
31+ 0.19% |
$2.13K - $2.47K
|
16.2K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
31+ 19.75% |
$2.13K - $2.47K
|
188
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
31+ 5.62% |
$2.13K - $2.47K
|
583
$53.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 0.15% |
$2.07K - $2.39K
|
20.5K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
30+ 0.33% |
$2.07K - $2.39K
|
9.24K
$846K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 0.47% |
$2.07K - $2.39K
|
6.46K
$591K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
30+ 0.35% |
$2.07K - $2.39K
|
8.63K
$790K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
30New |
$2.07K - $2.39K
|
30
$2.75K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 2.26% |
$2K - $2.31K
|
1.31K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
29New |
$2K - $2.31K
|
29
$2.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 3.03% |
$2K - $2.31K
|
987
$90.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28+ 0.04% |
$1.93K - $2.23K
|
66.5K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.42% |
$1.86K - $2.15K
|
6.47K
$592K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
26+ 0.74% |
$1.79K - $2.07K
|
3.52K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
26+ 0.64% |
$1.79K - $2.07K
|
4.1K
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 0.21% |
$1.79K - $2.07K
|
12.2K
$1.11M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$1.72K - $1.99K
|
25
$2.29K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
24+ 0.54% |
$1.65K - $1.91K
|
4.47K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.58K - $1.83K
|
23
$2.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 2.24% |
$1.52K - $1.75K
|
1.01K
$92.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
20+ 0.3% |
$1.38K - $1.59K
|
6.77K
$620K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.48% |
$1.38K - $1.59K
|
4.16K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20+ 0.0% |
$1.38K - $1.59K
|
998K
$91.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20+ 6.23% |
$1.38K - $1.59K
|
341
$31.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
19+ 0.63% |
$1.31K - $1.51K
|
3.05K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.63% |
$1.31K - $1.51K
|
3.06K
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.62% |
$1.24K - $1.43K
|
2.94K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.05% |
$1.24K - $1.43K
|
38.9K
$3.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
17+ 0.58% |
$1.17K - $1.36K
|
2.95K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.64% |
$1.17K - $1.36K
|
2.68K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
17+ 0.51% |
$1.17K - $1.36K
|
3.37K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16+ 0.69% |
$1.1K - $1.28K
|
2.32K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.35% |
$1.1K - $1.28K
|
4.6K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$1.03K - $1.2K
|
15
$1.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14New |
$964 - $1.12K
|
14
$1.28K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.1% |
$964 - $1.12K
|
13.5K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14+ 0.03% |
$964 - $1.12K
|
46.2K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.34% |
$895 - $1.04K
|
3.88K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
13+ 0.06% |
$895 - $1.04K
|
21.6K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1.18% |
$826 - $957
|
1.03K
$94.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.11% |
$826 - $957
|
11.4K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
12+ 2.2% |
$826 - $957
|
557
$51K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.16% |
$689 - $797
|
6.2K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
10+ 0.31% |
$689 - $797
|
3.21K
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
9+ 0.07% |
$620 - $717
|
13.2K
$1.21M
|