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 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
168+ 20.29% |
$24K - $25.8K
|
996
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
168+ 3.59% |
$24K - $25.8K
|
4.85K
$773K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
166+ 3.12% |
$23.7K - $25.5K
|
5.49K
$874K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
166+ 1.58% |
$23.7K - $25.5K
|
10.7K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
165+ 0.62% |
$23.6K - $25.3K
|
26.9K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
163+ 3.45% |
$23.3K - $25K
|
4.89K
$779K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162+ 7.77% |
$23.2K - $24.9K
|
2.25K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
161+ 10.79% |
$23K - $24.7K
|
1.65K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
161+ 3.93% |
$23K - $24.7K
|
4.26K
$679K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
158+ 1.82% |
$22.6K - $24.3K
|
8.83K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
158+ 3.41% |
$22.6K - $24.3K
|
4.8K
$764K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
158+ 1.57% |
$22.6K - $24.3K
|
10.2K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
156+ 3.01% |
$22.3K - $23.9K
|
5.34K
$850K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
155+ 0.64% |
$22.2K - $23.8K
|
24.3K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
155+ 0.95% |
$22.2K - $23.8K
|
16.4K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
154+ 0.49% |
$22K - $23.6K
|
31.9K
$5.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.56% |
$22K - $23.6K
|
27.5K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
153+ 1.0% |
$21.9K - $23.5K
|
15.4K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
152+ 1.21% |
$21.7K - $23.3K
|
12.7K
$2.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
151+ 49.67% |
$21.6K - $23.2K
|
455
$72.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
151+ 3.34% |
$21.6K - $23.2K
|
4.67K
$744K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 0.71% |
$21.5K - $23K
|
21.3K
$3.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
149+ 8.49% |
$21.3K - $22.9K
|
1.91K
$304K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
149+ 4.58% |
$21.3K - $22.9K
|
3.41K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
149+ 1.56% |
$21.3K - $22.9K
|
9.73K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
148+ 0.34% |
$21.2K - $22.7K
|
43.1K
$6.87M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
148+ 3.34% |
$21.2K - $22.7K
|
4.58K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
147+ 3.96% |
$21K - $22.6K
|
3.86K
$614K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
147+ 0.38% |
$21K - $22.6K
|
38.6K
$6.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
147+ 1.46% |
$21K - $22.6K
|
10.2K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
147+ 1.11% |
$21K - $22.6K
|
13.3K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
146+ 0.24% |
$20.9K - $22.4K
|
60.6K
$9.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
146+ 0.75% |
$20.9K - $22.4K
|
19.7K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 0.66% |
$20.7K - $22.3K
|
22.3K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
144+ 10.02% |
$20.6K - $22.1K
|
1.58K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
143+ 4.8% |
$20.4K - $22K
|
3.12K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
141+ 4.7% |
$20.2K - $21.6K
|
3.14K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
140+ 4.09% |
$20K - $21.5K
|
3.56K
$568K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
139+ 2.6% |
$19.9K - $21.3K
|
5.49K
$875K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
137+ 4.76% |
$19.6K - $21K
|
3.01K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
137+ 0.51% |
$19.6K - $21K
|
27.2K
$4.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
136+ 8.39% |
$19.4K - $20.9K
|
1.76K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
136+ 7.98% |
$19.4K - $20.9K
|
1.84K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
135+ 0.63% |
$19.3K - $20.7K
|
21.4K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
132New |
$18.9K - $20.3K
|
132
$21K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
131+ 5.99% |
$18.7K - $20.1K
|
2.32K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
130+ 6.4% |
$18.6K - $20K
|
2.16K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
130+ 6.04% |
$18.6K - $20K
|
2.28K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
129+ 1.76% |
$18.4K - $19.8K
|
7.46K
$1.19M
|