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
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
100+ 1.47% |
$14.3K - $15.4K
|
6.91K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
100+ 2.08% |
$14.3K - $15.4K
|
4.92K
$784K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 0.42% |
$14.3K - $15.4K
|
23.8K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
99+ 3.42% |
$14.2K - $15.2K
|
2.99K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
99+ 1.73% |
$14.2K - $15.2K
|
5.82K
$928K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
98+ 4.16% |
$14K - $15K
|
2.46K
$391K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
98+ 1.86% |
$14K - $15K
|
5.36K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
96+ 4.97% |
$13.7K - $14.7K
|
2.03K
$323K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
95+ 4.7% |
$13.6K - $14.6K
|
2.12K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
95+ 3.57% |
$13.6K - $14.6K
|
2.76K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
95+ 0.08% |
$13.6K - $14.6K
|
112K
$17.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
93+ 1.35% |
$13.3K - $14.3K
|
6.97K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
93+ 0.43% |
$13.3K - $14.3K
|
21.5K
$3.42M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
92+ 0.17% |
$13.2K - $14.1K
|
52.9K
$8.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
92+ 0.85% |
$13.2K - $14.1K
|
10.9K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
90+ 0.84% |
$12.9K - $13.8K
|
10.8K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
90+ 1.52% |
$12.9K - $13.8K
|
6K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$126K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
89+ 0.3% |
$12.7K - $13.7K
|
29.3K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
88+ 0.39% |
$12.6K - $13.5K
|
22.8K
$3.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$13.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
87+ 2.21% |
$12.4K - $13.4K
|
4.02K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
87+ 0.44% |
$12.4K - $13.4K
|
20K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
86+ 2.04% |
$12.3K - $13.2K
|
4.3K
$684K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 1.72% |
$12.2K - $13K
|
5.02K
$800K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
84+ 1.12% |
$12K - $12.9K
|
7.6K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
84+ 4.42% |
$12K - $12.9K
|
1.99K
$316K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
83+ 1.37% |
$11.9K - $12.7K
|
6.12K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
83+ 0.3% |
$11.9K - $12.7K
|
27.7K
$4.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
82+ 0.6% |
$11.7K - $12.6K
|
13.8K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
80+ 1.7% |
$11.4K - $12.3K
|
4.79K
$763K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
79New |
$11.3K - $12.1K
|
79
$12.6K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
79+ 3.49% |
$11.3K - $12.1K
|
2.34K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
79+ 0.15% |
$11.3K - $12.1K
|
54.2K
$8.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
79+ 0.04% |
$11.3K - $12.1K
|
200K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
79+ 0.35% |
$11.3K - $12.1K
|
22.7K
$3.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.78% |
$11.2K - $12K
|
4.46K
$710K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
77+ 3.83% |
$11K - $11.8K
|
2.09K
$333K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
77+ 6.63% |
$11K - $11.8K
|
1.24K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 0.56% |
$11K - $11.8K
|
13.8K
$2.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
76+ 9.92% |
$10.9K - $11.7K
|
842
$134K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76+ 0.15% |
$10.9K - $11.7K
|
51.8K
$8.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 1.92% |
$10.7K - $11.5K
|
3.97K
$633K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
73+ 1.13% |
$10.4K - $11.2K
|
6.52K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
73+ 2.79% |
$10.4K - $11.2K
|
2.69K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
73+ 0.36% |
$10.4K - $11.2K
|
20.6K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
72+ 27.27% |
$10.3K - $11.1K
|
336
$53.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
71+ 0.8% |
$10.2K - $10.9K
|
8.97K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
71+ 1.66% |
$10.2K - $10.9K
|
4.36K
$694K
|