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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.52% |
$286 - $307
|
384
$61.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3- 0.08% |
$429 - $461
|
3.64K
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$429 - $461
|
2.18K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3- 0.01% |
$429 - $461
|
26.1K
$4.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4- 0.01% |
$572 - $614
|
32.3K
$5.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-4- 2.25% |
$572 - $614
|
174
$28.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4- 0.08% |
$572 - $614
|
5.25K
$847K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4- 0.25% |
$572 - $614
|
1.61K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-5- 0.03% |
$715 - $768
|
15.5K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.01% |
$715 - $768
|
38.9K
$6.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5- 0.03% |
$715 - $768
|
14.6K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-5- 0.23% |
$715 - $768
|
2.19K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-5- 6.41% |
$715 - $768
|
73
$11.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$858 - $921
|
5.44K
$877K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-6- 0.1% |
$858 - $921
|
5.94K
$958K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.07% |
$858 - $921
|
8.54K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6- 0.01% |
$858 - $921
|
67.8K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6- 0.13% |
$858 - $921
|
4.64K
$748K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7- 0.19% |
$1K - $1.07K
|
3.7K
$596K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 4.4% |
$1K - $1.07K
|
152
$24.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7- 0.03% |
$1K - $1.07K
|
23.6K
$3.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$1.14K - $1.23K
|
5.7K
$919K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-8- 0.11% |
$1.14K - $1.23K
|
7.58K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-8- 0.36% |
$1.14K - $1.23K
|
2.21K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-8- 0.13% |
$1.14K - $1.23K
|
6.38K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$1.14K - $1.23K
|
2.1K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-8- 0.1% |
$1.14K - $1.23K
|
7.65K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.36% |
$1.43K - $1.54K
|
2.74K
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 0.14% |
$1.43K - $1.54K
|
7.1K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-10- 0.29% |
$1.43K - $1.54K
|
3.45K
$557K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10- 0.1% |
$1.43K - $1.54K
|
10.1K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$1.57K - $1.69K
|
43.7K
$7.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11- 0.41% |
$1.57K - $1.69K
|
2.68K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.39% |
$1.57K - $1.69K
|
781
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-12- 0.7% |
$1.72K - $1.84K
|
1.71K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.43% |
$1.86K - $2K
|
2.99K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13- 0.47% |
$1.86K - $2K
|
2.75K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.91% |
$1.86K - $2K
|
1.42K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 0.04% |
$1.86K - $2K
|
31.1K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.65% |
$1.86K - $2K
|
1.99K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-13- 0.03% |
$1.86K - $2K
|
41.1K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-13- 0.06% |
$1.86K - $2K
|
20.6K
$3.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-14- 0.76% |
$2K - $2.15K
|
1.84K
$296K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-14- 0.27% |
$2K - $2.15K
|
5.16K
$833K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-14- 0.42% |
$2K - $2.15K
|
3.34K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14- 0.04% |
$2K - $2.15K
|
36.7K
$5.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15- 0.09% |
$2.15K - $2.3K
|
16.3K
$2.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-15- 0.19% |
$2.15K - $2.3K
|
8.04K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.3% |
$2.15K - $2.3K
|
4.91K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15- 0.45% |
$2.15K - $2.3K
|
3.36K
$541K
|