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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
343+ 20.04% |
$49K - $52.7K
|
2.06K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
342+ 0.77% |
$48.9K - $52.5K
|
44.8K
$7.16M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
340+ 5.24% |
$48.6K - $52.2K
|
6.83K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
335+ 5.75% |
$47.9K - $51.4K
|
6.16K
$985K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
334+ 6.98% |
$47.8K - $51.3K
|
5.12K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
334+ 6.7% |
$47.8K - $51.3K
|
5.32K
$850K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
334+ 8.33% |
$47.8K - $51.3K
|
4.34K
$694K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
334+ 9.42% |
$47.8K - $51.3K
|
3.88K
$620K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
331+ 1.39% |
$47.3K - $50.8K
|
24.1K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
330+ 1.33% |
$47.2K - $50.7K
|
25.1K
$4.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
328+ 6.93% |
$46.9K - $50.4K
|
5.06K
$809K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
328+ 6.46% |
$46.9K - $50.4K
|
5.41K
$865K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
326+ 0.57% |
$46.6K - $50K
|
57.9K
$9.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
326+ 6.83% |
$46.6K - $50K
|
5.1K
$815K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
325+ 9.11% |
$46.5K - $49.9K
|
3.89K
$622K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
323+ 1.43% |
$46.2K - $49.6K
|
22.9K
$3.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 0.4% |
$45.6K - $49K
|
80K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
319+ 3.86% |
$45.6K - $49K
|
8.58K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
314+ 16.92% |
$44.9K - $48.2K
|
2.17K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
309+ 0.37% |
$44.2K - $47.4K
|
84K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
307+ 5.42% |
$43.9K - $47.1K
|
5.97K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
307+ 16.59% |
$43.9K - $47.1K
|
2.16K
$345K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
306+ 13.73% |
$43.8K - $47K
|
2.54K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
306+ 14.23% |
$43.8K - $47K
|
2.46K
$393K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
306+ 10.57% |
$43.8K - $47K
|
3.2K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
303+ 1.58% |
$43.3K - $46.5K
|
19.5K
$3.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.15% |
$42.9K - $46.1K
|
26.4K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
300+ 16.28% |
$42.9K - $46.1K
|
2.14K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
300+ 2.78% |
$42.9K - $46.1K
|
11.1K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
297+ 6.82% |
$42.5K - $45.6K
|
4.65K
$744K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
293+ 6.24% |
$41.9K - $45K
|
4.99K
$798K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
292+ 0.9% |
$41.8K - $44.8K
|
32.8K
$5.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
290+ 2.36% |
$41.5K - $44.5K
|
12.6K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
289+ 3.06% |
$41.3K - $44.4K
|
9.73K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
288+ 1.05% |
$41.2K - $44.2K
|
27.7K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
288+ 30.84% |
$41.2K - $44.2K
|
1.22K
$195K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
285+ 8.44% |
$40.8K - $43.8K
|
3.66K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
285+ 16.24% |
$40.8K - $43.8K
|
2.04K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
283+ 0.96% |
$40.5K - $43.4K
|
29.7K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
283+ 0.35% |
$40.5K - $43.4K
|
80.7K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
281+ 206.62% |
$40.2K - $43.1K
|
417
$66.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
280+ 1.5% |
$40K - $43K
|
19K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
278New |
$39.8K - $42.7K
|
278
$44.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
277+ 0.75% |
$39.6K - $42.5K
|
37.4K
$5.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
275+ 13.76% |
$39.3K - $42.2K
|
2.27K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
275+ 0.89% |
$39.3K - $42.2K
|
31.2K
$4.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
273+ 4.11% |
$39K - $41.9K
|
6.92K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.86% |
$38.9K - $41.8K
|
14.9K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
270+ 0.28% |
$38.6K - $41.5K
|
98.2K
$15.7M
|