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 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
269+ 2.7% |
$38.5K - $41.3K
|
10.2K
$1.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
268+ 1.31% |
$38.3K - $41.1K
|
20.8K
$3.32M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
268+ 5.79% |
$38.3K - $41.1K
|
4.9K
$783K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
267+ 14.51% |
$38.2K - $41K
|
2.11K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
265+ 1.11% |
$37.9K - $40.7K
|
24.2K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
261+ 636.59% |
$37.3K - $40.1K
|
302
$48.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
260+ 0.07% |
$37.2K - $39.9K
|
389K
$62.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
257+ 12.26% |
$36.8K - $39.5K
|
2.35K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
256+ 11.05% |
$36.6K - $39.3K
|
2.57K
$411K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
254+ 4.36% |
$36.3K - $39K
|
6.09K
$973K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
251+ 0.56% |
$35.9K - $38.5K
|
45K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
250+ 3.11% |
$35.8K - $38.4K
|
8.28K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
249+ 14.4% |
$35.6K - $38.2K
|
1.98K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
249+ 0.62% |
$35.6K - $38.2K
|
40.2K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
247+ 4.72% |
$35.3K - $37.9K
|
5.48K
$876K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
244+ 1.52% |
$34.9K - $37.5K
|
16.3K
$2.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
241+ 0.62% |
$34.5K - $37K
|
38.9K
$6.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
241+ 23.31% |
$34.5K - $37K
|
1.28K
$204K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
240+ 0.09% |
$34.3K - $36.8K
|
275K
$43.9M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
240+ 7.45% |
$34.3K - $36.8K
|
3.46K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 32.92% |
$34.3K - $36.8K
|
969
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
238New |
$34K - $36.5K
|
238
$38K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
238+ 5950.0% |
$34K - $36.5K
|
242
$38.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
237New |
$33.9K - $36.4K
|
237
$37.9K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
234+ 4.74% |
$33.5K - $35.9K
|
5.17K
$827K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
231+ 2.08% |
$33K - $35.5K
|
11.3K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
231+ 13.15% |
$33K - $35.5K
|
1.99K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$36.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
227New |
$32.5K - $34.8K
|
227
$36.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
226+ 4.98% |
$32.3K - $34.7K
|
4.76K
$761K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
226+ 1.17% |
$32.3K - $34.7K
|
19.5K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
225+ 1.02% |
$32.2K - $34.5K
|
22.3K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
225+ 5.35% |
$32.2K - $34.5K
|
4.43K
$709K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
225+ 18.66% |
$32.2K - $34.5K
|
1.43K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
224+ 0.65% |
$32K - $34.4K
|
34.9K
$5.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
224+ 5.99% |
$32K - $34.4K
|
3.96K
$634K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
221+ 0.18% |
$31.6K - $33.9K
|
124K
$19.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
221+ 1.41% |
$31.6K - $33.9K
|
15.9K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
221+ 4.85% |
$31.6K - $33.9K
|
4.77K
$763K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
220+ 0.17% |
$31.5K - $33.8K
|
132K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
219+ 0.27% |
$31.3K - $33.6K
|
80.5K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
216+ 10.19% |
$30.9K - $33.2K
|
2.34K
$373K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
215+ 2.12% |
$30.7K - $33K
|
10.3K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
214+ 3.56% |
$30.6K - $32.9K
|
6.23K
$995K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
212+ 3.76% |
$30.3K - $32.5K
|
5.85K
$935K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
212+ 0.58% |
$30.3K - $32.5K
|
36.7K
$5.87M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
211New |
$30.2K - $32.4K
|
211
$33.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
210+ 1.28% |
$30K - $32.2K
|
16.6K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
209+ 13.56% |
$29.9K - $32.1K
|
1.75K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
208+ 0.37% |
$29.7K - $31.9K
|
56.8K
$9.08M
|