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 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
17+ 0.3% |
$2.43K - $2.61K
|
5.64K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.31% |
$2.43K - $2.61K
|
5.43K
$865K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 1.31% |
$2.43K - $2.61K
|
1.32K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.28% |
$2.43K - $2.61K
|
6.14K
$978K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.16% |
$2.29K - $2.46K
|
9.82K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$2.29K - $2.46K
|
3.84K
$612K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$2.29K - $2.46K
|
16
$2.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
16+ 0.96% |
$2.29K - $2.46K
|
1.69K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.56% |
$2.29K - $2.46K
|
2.89K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16+ 0.63% |
$2.29K - $2.46K
|
2.57K
$409K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.24% |
$2.29K - $2.46K
|
6.63K
$1.06M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
16+ 0.78% |
$2.29K - $2.46K
|
2.06K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
15+ 0.15% |
$2.15K - $2.3K
|
9.88K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 0.38% |
$2.15K - $2.3K
|
3.94K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.42% |
$2.15K - $2.3K
|
3.6K
$574K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.95% |
$2K - $2.15K
|
1.49K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
14+ 0.34% |
$2K - $2.15K
|
4.17K
$665K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2K - $2.15K
|
10.6K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.38% |
$2K - $2.15K
|
3.66K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$2K - $2.15K
|
7.22K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
14+ 0.53% |
$2K - $2.15K
|
2.67K
$425K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 0.09% |
$1.86K - $2K
|
14.4K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
13+ 0.56% |
$1.86K - $2K
|
2.35K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
13+ 0.09% |
$1.86K - $2K
|
14.3K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13+ 0.17% |
$1.86K - $2K
|
7.79K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
13+ 0.82% |
$1.86K - $2K
|
1.6K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
13New |
$1.86K - $2K
|
13
$2.07K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13New |
$1.86K - $2K
|
13
$2.07K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
13+ 0.83% |
$1.86K - $2K
|
1.58K
$252K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
12+ 0.43% |
$1.72K - $1.84K
|
2.78K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12+ 0.05% |
$1.72K - $1.84K
|
23.7K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
12+ 0.33% |
$1.72K - $1.84K
|
3.64K
$579K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 0.19% |
$1.72K - $1.84K
|
6.41K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
12+ 0.08% |
$1.72K - $1.84K
|
15.3K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.62% |
$1.72K - $1.84K
|
1.94K
$309K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.02% |
$1.72K - $1.84K
|
48.2K
$7.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
11+ 0.54% |
$1.57K - $1.69K
|
2.04K
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.57K - $1.69K
|
4.81K
$766K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11+ 0.67% |
$1.57K - $1.69K
|
1.66K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.3% |
$1.57K - $1.69K
|
3.68K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11+ 0.38% |
$1.57K - $1.69K
|
2.93K
$466K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10+ 0.56% |
$1.43K - $1.54K
|
1.81K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.03% |
$1.43K - $1.54K
|
29.7K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.29% |
$1.43K - $1.54K
|
3.44K
$548K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10+ 0.18% |
$1.43K - $1.54K
|
5.58K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.34% |
$1.43K - $1.54K
|
2.99K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.05% |
$1.43K - $1.54K
|
18.9K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.23% |
$1.43K - $1.54K
|
4.36K
$695K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.17% |
$1.29K - $1.38K
|
5.31K
$847K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.29K - $1.38K
|
4.37K
$696K
|