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 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.18K
$310K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.71% |
$138 - $159
|
283
$27.6K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.43K
$335K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.56% |
$138 - $159
|
356
$34.7K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.36K
$328K
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$138 - $159
|
5.1K
$497K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 13.33% |
$138 - $159
|
17
$1.66K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.56% |
$138 - $159
|
356
$34.7K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$68.9 - $79.7
|
10.9K
$1.06M
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$68.9 - $79.7
|
213
$20.8K
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.01% |
$68.9 - $79.7
|
12.8K
$1.25M
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68.9 - $79.7
|
3.55K
$346K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.83% |
$68.9 - $79.7
|
122
$11.9K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.72% |
$68.9 - $79.7
|
139
$13.6K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.15% |
$68.9 - $79.7
|
656
$64K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$68.9 - $79.7
|
802
$78.3K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 12.5% |
$68.9 - $79.7
|
9
$878
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$68.9 - $79.7
|
27.9K
$2.72M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$68.9 - $79.7
|
4.23K
$413K
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.02% |
$68.9 - $79.7
|
5.55K
$541K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 0.13% |
$68.9 - $79.7
|
793
$77.4K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1- 0.01% |
$68.9 - $79.7
|
8K
$780K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.07% |
$68.9 - $79.7
|
1.46K
$142K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.32% |
$68.9 - $79.7
|
310
$30.2K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.02% |
$68.9 - $79.7
|
6.64K
$648K
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.06% |
$138 - $159
|
3.55K
$347K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$138 - $159
|
7.67K
$748K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2- -0.0% |
$138 - $159
|
170K
$16.6M
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 6.25% |
$138 - $159
|
30
$2.93K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 0.04% |
$207 - $239
|
7.42K
$724K
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3- -0.0% |
$207 - $239
|
159K
$15.6M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 2.34% |
$275 - $319
|
167
$16.3K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 0.72% |
$275 - $319
|
548
$53.5K
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-4- 0.02% |
$275 - $319
|
24.9K
$2.43M
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6- 0.18% |
$413 - $478
|
3.31K
$323K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.06% |
$413 - $478
|
10.8K
$1.05M
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7- 0.21% |
$482 - $558
|
3.38K
$330K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-9- 1.36% |
$620 - $717
|
651
$63.5K
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-10- 0.06% |
$689 - $797
|
16.1K
$1.58M
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-11- 0.05% |
$758 - $877
|
21K
$2.05M
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12- 0.19% |
$826 - $957
|
6.43K
$627K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13- 0.4% |
$895 - $1.04K
|
3.21K
$313K
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.39% |
$895 - $1.04K
|
3.36K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-13- 1.54% |
$895 - $1.04K
|
833
$81.3K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14- 0.15% |
$964 - $1.12K
|
9.5K
$927K
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-15- 0.34% |
$1.03K - $1.2K
|
4.36K
$426K
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$1.03K - $1.2K
|
4.39K
$428K
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.43% |
$1.03K - $1.2K
|
3.51K
$343K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-16- 0.44% |
$1.1K - $1.28K
|
3.59K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-16- 0.21% |
$1.1K - $1.28K
|
7.71K
$752K
|