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 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-29- 0.07% |
$4.15K - $4.45K
|
42.7K
$6.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-30- 1.66% |
$4.29K - $4.61K
|
1.78K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 1.88% |
$4.29K - $4.61K
|
1.57K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-30- 0.4% |
$4.29K - $4.61K
|
7.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-30- 1.55% |
$4.29K - $4.61K
|
1.9K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-30- 1.06% |
$4.29K - $4.61K
|
2.8K
$446K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-31- 0.5% |
$4.43K - $4.76K
|
6.14K
$977K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.33% |
$4.43K - $4.76K
|
9.47K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-31- 0.05% |
$4.43K - $4.76K
|
68.2K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.23% |
$4.43K - $4.76K
|
13.7K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.8% |
$4.43K - $4.76K
|
3.85K
$614K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-32- 0.77% |
$4.58K - $4.91K
|
4.12K
$656K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-32- 0.26% |
$4.58K - $4.91K
|
12.1K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-32- 0.31% |
$4.58K - $4.91K
|
10.4K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-32- 0.59% |
$4.58K - $4.91K
|
5.43K
$864K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.08% |
$4.72K - $5.07K
|
39.2K
$6.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-33- 1.41% |
$4.72K - $5.07K
|
2.31K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-33- 1.34% |
$4.72K - $5.07K
|
2.43K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-33- 0.74% |
$4.72K - $5.07K
|
4.43K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 1.45% |
$4.72K - $5.07K
|
2.24K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-34- 0.1% |
$4.86K - $5.22K
|
34.2K
$5.45M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-34- 1.08% |
$4.86K - $5.22K
|
3.13K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-35- 0.37% |
$5.01K - $5.37K
|
9.4K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-35- 0.55% |
$5.01K - $5.37K
|
6.36K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-35- 1.13% |
$5.01K - $5.37K
|
3.07K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-35- 2.14% |
$5.01K - $5.37K
|
1.6K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-35- 1.25% |
$5.01K - $5.37K
|
2.78K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 1.43% |
$5.01K - $5.37K
|
2.41K
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-36- 0.61% |
$5.15K - $5.53K
|
5.86K
$934K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-36- 2.45% |
$5.15K - $5.53K
|
1.43K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-36- 1.07% |
$5.15K - $5.53K
|
3.32K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-36- 2.03% |
$5.15K - $5.53K
|
1.74K
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-37- 0.48% |
$5.29K - $5.68K
|
7.72K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-39- 1.63% |
$5.58K - $5.99K
|
2.35K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-39- 0.13% |
$5.58K - $5.99K
|
30.2K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-39- 0.29% |
$5.58K - $5.99K
|
13.4K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-39- 0.81% |
$5.58K - $5.99K
|
4.79K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-39- 0.21% |
$5.58K - $5.99K
|
18.7K
$2.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-40- 0.29% |
$5.72K - $6.14K
|
14K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-40- 1.65% |
$5.72K - $6.14K
|
2.39K
$380K
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-40- 0.42% |
$5.72K - $6.14K
|
9.5K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40- 1.07% |
$5.72K - $6.14K
|
3.71K
$592K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-40- 0.32% |
$5.72K - $6.14K
|
12.3K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$5.72K - $6.14K
|
23.6K
$3.76M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-40- 0.62% |
$5.72K - $6.14K
|
6.39K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-41- 1.44% |
$5.86K - $6.29K
|
2.81K
$448K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.08% |
$5.86K - $6.29K
|
48.4K
$7.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-41- 0.09% |
$5.86K - $6.29K
|
44.1K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-41- 2.82% |
$5.86K - $6.29K
|
1.41K
$225K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.08% |
$5.86K - $6.29K
|
48.4K
$7.72M
|