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 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.85% |
$10K - $10.7K
|
8.33K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
70+ 0.16% |
$10K - $10.7K
|
43.1K
$6.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
68+ 3.14% |
$9.72K - $10.4K
|
2.24K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
68+ 0.33% |
$9.72K - $10.4K
|
20.7K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$231K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
67+ 1.16% |
$9.58K - $10.3K
|
5.84K
$930K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
67+ 1.38% |
$9.58K - $10.3K
|
4.93K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67+ 0.91% |
$9.58K - $10.3K
|
7.42K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66+ 2.14% |
$9.44K - $10.1K
|
3.14K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
66+ 3.1% |
$9.44K - $10.1K
|
2.19K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
65+ 1.31% |
$9.3K - $9.98K
|
5.04K
$802K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
65+ 1.75% |
$9.3K - $9.98K
|
3.78K
$601K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
65+ 3.25% |
$9.3K - $9.98K
|
2.06K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
65+ 0.4% |
$9.3K - $9.98K
|
16.2K
$2.58M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
65+ 0.0% |
$9.3K - $9.98K
|
225M
$35.8B
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
63+ 1.35% |
$9.01K - $9.67K
|
4.74K
$755K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
63+ 4.39% |
$9.01K - $9.67K
|
1.5K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
62+ 2.8% |
$8.87K - $9.52K
|
2.28K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
62+ 0.82% |
$8.87K - $9.52K
|
7.6K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
62New |
$8.87K - $9.52K
|
62
$9.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
62+ 3.31% |
$8.87K - $9.52K
|
1.93K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
61+ 3.8% |
$8.72K - $9.36K
|
1.67K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
61+ 1.12% |
$8.72K - $9.36K
|
5.52K
$879K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
60+ 0.16% |
$8.58K - $9.21K
|
38.7K
$6.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
60+ 1.26% |
$8.58K - $9.21K
|
4.81K
$766K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
60+ 0.72% |
$8.58K - $9.21K
|
8.35K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
60+ 0.64% |
$8.58K - $9.21K
|
9.42K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
59+ 2.2% |
$8.44K - $9.06K
|
2.74K
$437K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 1.42% |
$8.29K - $8.9K
|
4.13K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
58+ 3.32% |
$8.29K - $8.9K
|
1.81K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
58+ 2.64% |
$8.29K - $8.9K
|
2.26K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
58+ 0.05% |
$8.29K - $8.9K
|
123K
$19.6M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
57+ 0.92% |
$8.15K - $8.75K
|
6.24K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
56+ 2.28% |
$8.01K - $8.6K
|
2.52K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
53+ 1.58% |
$7.58K - $8.14K
|
3.41K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
53+ 1.36% |
$7.58K - $8.14K
|
3.96K
$631K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
52+ 2.05% |
$7.44K - $7.98K
|
2.59K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
52+ 1.54% |
$7.44K - $7.98K
|
3.43K
$547K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
51+ 1.66% |
$7.29K - $7.83K
|
3.12K
$497K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
50+ 0.21% |
$7.15K - $7.68K
|
23.5K
$3.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
50+ 0.44% |
$7.15K - $7.68K
|
11.5K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
50+ 1.3% |
$7.15K - $7.68K
|
3.88K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 1.69% |
$7.15K - $7.68K
|
3.01K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
50+ 0.72% |
$7.15K - $7.68K
|
7.02K
$1.12M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 0.55% |
$7.15K - $7.68K
|
9.11K
$1.45M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50+ 0.21% |
$7.15K - $7.68K
|
23.4K
$3.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
49+ 0.99% |
$7.01K - $7.52K
|
5K
$796K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 1.03% |
$7.01K - $7.52K
|
4.82K
$767K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48+ 3.15% |
$6.86K - $7.37K
|
1.57K
$251K
|