Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.6% |
$58.2K - $62.5K
|
6.57K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 3.72% |
$58.2K - $62.5K
|
11.4K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
406+ 16.66% |
$58.1K - $62.3K
|
2.84K
$454K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
404+ 0.25% |
$57.8K - $62K
|
162K
$25.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
404+ 0.96% |
$57.8K - $62K
|
42.3K
$6.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
402+ 1.07% |
$57.5K - $61.7K
|
38.1K
$6.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
400+ 6.88% |
$57.2K - $61.4K
|
6.21K
$993K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 15.72% |
$57.2K - $61.4K
|
2.94K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
397+ 26.77% |
$56.8K - $60.9K
|
1.88K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
396+ 14.79% |
$56.6K - $60.8K
|
3.07K
$491K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
396New |
$56.6K - $60.8K
|
396
$63.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
392+ 1.65% |
$56.1K - $60.2K
|
24.1K
$3.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
389+ 3.59% |
$55.6K - $59.7K
|
11.2K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
389+ 7.41% |
$55.6K - $59.7K
|
5.64K
$902K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
387New |
$55.3K - $59.4K
|
387
$61.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
387+ 8.14% |
$55.3K - $59.4K
|
5.14K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
384New |
$54.9K - $59K
|
384
$61.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
382+ 3.11% |
$54.6K - $58.6K
|
12.7K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
381+ 2.4% |
$54.5K - $58.5K
|
16.2K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
381+ 16.44% |
$54.5K - $58.5K
|
2.7K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
379+ 5.77% |
$54.2K - $58.2K
|
6.95K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
379+ 6.66% |
$54.2K - $58.2K
|
6.07K
$970K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
376+ 1.89% |
$53.8K - $57.7K
|
20.3K
$3.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
375+ 0.09% |
$53.6K - $57.6K
|
441K
$70.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
372+ 6.13% |
$53.2K - $57.1K
|
6.44K
$1.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
372+ 1.32% |
$53.2K - $57.1K
|
28.6K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
371+ 4.26% |
$53.1K - $57K
|
9.08K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
371+ 6.09% |
$53.1K - $57K
|
6.46K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
369+ 10.14% |
$52.8K - $56.6K
|
4.01K
$641K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
369+ 4.02% |
$52.8K - $56.6K
|
9.54K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
368+ 1.2% |
$52.6K - $56.5K
|
31K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
366+ 3.37% |
$52.3K - $56.2K
|
11.2K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
365+ 14.06% |
$52.2K - $56K
|
2.96K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
365+ 5.31% |
$52.2K - $56K
|
7.24K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
363+ 7.98% |
$51.9K - $55.7K
|
4.91K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
362+ 8.21% |
$51.8K - $55.6K
|
4.77K
$763K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
359+ 10.21% |
$51.3K - $55.1K
|
3.88K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
359+ 3.17% |
$51.3K - $55.1K
|
11.7K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
358+ 2.05% |
$51.2K - $55K
|
17.8K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
355+ 2.59% |
$50.8K - $54.5K
|
14K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
354+ 0.67% |
$50.6K - $54.3K
|
53.3K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
353+ 0.46% |
$50.5K - $54.2K
|
77.2K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 5.21% |
$50.3K - $54K
|
7.1K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
352+ 6.93% |
$50.3K - $54K
|
5.43K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
352+ 0.77% |
$50.3K - $54K
|
46.1K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
351+ 4.25% |
$50.2K - $53.9K
|
8.61K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
350+ 3.44% |
$50.1K - $53.7K
|
10.5K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
349+ 1.47% |
$49.9K - $53.6K
|
24.1K
$3.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
346+ 0.44% |
$49.5K - $53.1K
|
78.5K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
346+ 11.91% |
$49.5K - $53.1K
|
3.25K
$520K
|