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 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129+ 4.18% |
$18.4K - $19.8K
|
3.21K
$512K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
128+ 0.49% |
$18.3K - $19.7K
|
26.2K
$4.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
128+ 2.54% |
$18.3K - $19.7K
|
5.18K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
128+ 1.56% |
$18.3K - $19.7K
|
8.34K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
127+ 1.66% |
$18.2K - $19.5K
|
7.79K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
126+ 1.88% |
$18K - $19.3K
|
6.83K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
125+ 6.67% |
$17.9K - $19.2K
|
2K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
124+ 0.1% |
$17.7K - $19K
|
118K
$18.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
123+ 2.26% |
$17.6K - $18.9K
|
5.56K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
123+ 1.71% |
$17.6K - $18.9K
|
7.32K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
122+ 0.29% |
$17.4K - $18.7K
|
41.5K
$6.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
120+ 0.62% |
$17.2K - $18.4K
|
19.5K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
119+ 1.16% |
$17K - $18.3K
|
10.3K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
117New |
$16.7K - $18K
|
117
$18.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
116+ 0.55% |
$16.6K - $17.8K
|
21.1K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
116+ 1.78% |
$16.6K - $17.8K
|
6.64K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
115+ 0.91% |
$16.4K - $17.7K
|
12.8K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.54% |
$16.4K - $17.7K
|
7.6K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
115+ 1.2% |
$16.4K - $17.7K
|
9.72K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 0.57% |
$16.4K - $17.7K
|
20.2K
$3.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
114+ 1.06% |
$16.3K - $17.5K
|
10.9K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
114+ 0.76% |
$16.3K - $17.5K
|
15.1K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
114+ 1.6% |
$16.3K - $17.5K
|
7.25K
$1.15M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
114+ 0.47% |
$16.3K - $17.5K
|
24.2K
$3.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
113+ 0.87% |
$16.2K - $17.3K
|
13.1K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
113+ 5.48% |
$16.2K - $17.3K
|
2.17K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
113+ 0.73% |
$16.2K - $17.3K
|
15.6K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
111+ 0.56% |
$15.9K - $17K
|
20.1K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
109+ 2.53% |
$15.6K - $16.7K
|
4.41K
$703K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 4.27% |
$15.6K - $16.7K
|
2.66K
$424K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
109+ 0.9% |
$15.6K - $16.7K
|
12.2K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
109+ 5.79% |
$15.6K - $16.7K
|
1.99K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
108+ 0.41% |
$15.4K - $16.6K
|
26.5K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
108New |
$15.4K - $16.6K
|
108
$17.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
106New |
$15.2K - $16.3K
|
106
$16.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
105+ 0.34% |
$15K - $16.1K
|
30.6K
$4.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
104+ 2.22% |
$14.9K - $16K
|
4.79K
$763K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
104+ 1.89% |
$14.9K - $16K
|
5.62K
$895K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
103+ 1.21% |
$14.7K - $15.8K
|
8.61K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
103+ 2.72% |
$14.7K - $15.8K
|
3.89K
$620K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
102+ 0.55% |
$14.6K - $15.7K
|
18.5K
$2.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
102+ 0.04% |
$14.6K - $15.7K
|
258K
$41M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
102+ 1.85% |
$14.6K - $15.7K
|
5.6K
$893K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
101+ 6.25% |
$14.4K - $15.5K
|
1.72K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
101+ 4.59% |
$14.4K - $15.5K
|
2.3K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
101+ 4.07% |
$14.4K - $15.5K
|
2.58K
$411K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
100+ 0.65% |
$14.3K - $15.4K
|
15.4K
$2.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.63% |
$14.3K - $15.4K
|
16K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
100+ 1.04% |
$14.3K - $15.4K
|
9.72K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
100+ 1.78% |
$14.3K - $15.4K
|
5.7K
$909K
|