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 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
47+ 2.37% |
$6.72K - $7.22K
|
2.03K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47+ 0.54% |
$6.72K - $7.22K
|
8.77K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
47+ 2.31% |
$6.72K - $7.22K
|
2.08K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 1.14% |
$6.58K - $7.06K
|
4.08K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 1.39% |
$6.58K - $7.06K
|
3.37K
$536K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
46+ 0.47% |
$6.58K - $7.06K
|
9.78K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 2.88% |
$6.58K - $7.06K
|
1.65K
$262K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 0.37% |
$6.58K - $7.06K
|
12.5K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
45+ 2.3% |
$6.44K - $6.91K
|
2K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
45+ 0.77% |
$6.44K - $6.91K
|
5.9K
$940K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 1.36% |
$6.44K - $6.91K
|
3.36K
$536K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 3.21% |
$6.44K - $6.91K
|
1.45K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45+ 0.48% |
$6.44K - $6.91K
|
9.46K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45+ 0.86% |
$6.44K - $6.91K
|
5.25K
$837K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 1.03% |
$6.29K - $6.75K
|
4.3K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 0.46% |
$6.29K - $6.75K
|
9.54K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
44+ 2.69% |
$6.29K - $6.75K
|
1.68K
$268K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42+ 1.63% |
$6.01K - $6.45K
|
2.62K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 2.09% |
$6.01K - $6.45K
|
2.06K
$328K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42+ 1.47% |
$6.01K - $6.45K
|
2.91K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
41+ 0.1% |
$5.86K - $6.29K
|
39.3K
$6.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.53% |
$5.86K - $6.29K
|
7.72K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 10.99% |
$5.72K - $6.14K
|
404
$64.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.92% |
$5.72K - $6.14K
|
4.39K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
40+ 2.79% |
$5.72K - $6.14K
|
1.48K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
40+ 0.93% |
$5.72K - $6.14K
|
4.36K
$695K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39+ 0.92% |
$5.58K - $5.99K
|
4.3K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39+ 0.48% |
$5.58K - $5.99K
|
8.19K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
38+ 0.25% |
$5.43K - $5.83K
|
15.1K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
38+ 0.73% |
$5.43K - $5.83K
|
5.28K
$841K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
37+ 1.18% |
$5.29K - $5.68K
|
3.17K
$505K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 1.59% |
$5.29K - $5.68K
|
2.37K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
36+ 0.85% |
$5.15K - $5.53K
|
4.27K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 0.98% |
$5.15K - $5.53K
|
3.72K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.15K - $5.53K
|
36
$5.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36+ 1.21% |
$5.15K - $5.53K
|
3.02K
$482K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35+ 0.17% |
$5.01K - $5.37K
|
20K
$3.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
35+ 0.23% |
$5.01K - $5.37K
|
14.9K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
35+ 3.19% |
$5.01K - $5.37K
|
1.13K
$181K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
35+ 0.6% |
$5.01K - $5.37K
|
5.86K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
35+ 1.57% |
$5.01K - $5.37K
|
2.26K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
34+ 0.39% |
$4.86K - $5.22K
|
8.67K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
34+ 0.38% |
$4.86K - $5.22K
|
8.91K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.66K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.89% |
$4.86K - $5.22K
|
3.84K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 1.76% |
$4.86K - $5.22K
|
1.96K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.63K
$579K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33New |
$4.72K - $5.07K
|
33
$5.26K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 0.15% |
$4.72K - $5.07K
|
21.5K
$3.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
32+ 0.57% |
$4.58K - $4.91K
|
5.66K
$902K
|