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
|
Middleton & CO Inc
|
SELL
|
- |
-61- 0.37% |
$8.72K - $9.36K
|
16.3K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-61- 3.16% |
$8.72K - $9.36K
|
1.87K
$298K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-63- 3.98% |
$9.01K - $9.67K
|
1.52K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-64- 0.54% |
$9.15K - $9.83K
|
11.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-64- 3.02% |
$9.15K - $9.83K
|
2.06K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-65- 0.97% |
$9.3K - $9.98K
|
6.65K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-65- 4.44% |
$9.3K - $9.98K
|
1.4K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-66- 0.79% |
$9.44K - $10.1K
|
8.27K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-66- 1.4% |
$9.44K - $10.1K
|
4.66K
$742K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-66- 0.33% |
$9.44K - $10.1K
|
19.7K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-66- 0.54% |
$9.44K - $10.1K
|
12.2K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-66- 1.01% |
$9.44K - $10.1K
|
6.48K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-67- 0.1% |
$9.58K - $10.3K
|
67.5K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-67- 0.37% |
$9.58K - $10.3K
|
18K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-68- 4.72% |
$9.72K - $10.4K
|
1.37K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-68- 0.32% |
$9.72K - $10.4K
|
21K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-69- 0.45% |
$9.87K - $10.6K
|
15.4K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-69- 4.25% |
$9.87K - $10.6K
|
1.56K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-69- 3.14% |
$9.87K - $10.6K
|
2.13K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-70- 1.33% |
$10K - $10.7K
|
5.2K
$828K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.27% |
$10K - $10.7K
|
25.7K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 0.6% |
$10K - $10.7K
|
11.7K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-70- 0.79% |
$10K - $10.7K
|
8.77K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 1.45% |
$10K - $10.7K
|
4.77K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-70- 2.06% |
$10K - $10.7K
|
3.33K
$530K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-71- 1.1% |
$10.2K - $10.9K
|
6.39K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-71- 1.09% |
$10.2K - $10.9K
|
6.41K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-71- 1.02% |
$10.2K - $10.9K
|
6.91K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-72- 0.92% |
$10.3K - $11.1K
|
7.71K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-73- 1.89% |
$10.4K - $11.2K
|
3.79K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-73- 0.12% |
$10.4K - $11.2K
|
59.9K
$9.54M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-74- 0.51% |
$10.6K - $11.4K
|
14.4K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-74- 6.39% |
$10.6K - $11.4K
|
1.08K
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-74- 0.52% |
$10.6K - $11.4K
|
14.1K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-74- 1.71% |
$10.6K - $11.4K
|
4.26K
$679K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-75- 0.73% |
$10.7K - $11.5K
|
10.2K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-75- 3.53% |
$10.7K - $11.5K
|
2.05K
$327K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.33% |
$10.7K - $11.5K
|
1.66K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-76- 54.68% |
$10.9K - $11.7K
|
63
$10K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-76- 0.55% |
$10.9K - $11.7K
|
13.8K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-76- 0.79% |
$10.9K - $11.7K
|
9.59K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-77- 0.27% |
$11K - $11.8K
|
28.7K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-77- 3.2% |
$11K - $11.8K
|
2.33K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-78- 0.24% |
$11.2K - $12K
|
32.7K
$5.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-78- 1.88% |
$11.2K - $12K
|
4.08K
$650K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-78- 0.45% |
$11.2K - $12K
|
17.4K
$2.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-79- 7.4% |
$11.3K - $12.1K
|
988
$157K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-80- 0.95% |
$11.4K - $12.3K
|
8.36K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-80- 0.09% |
$11.4K - $12.3K
|
88.6K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-80- 1.49% |
$11.4K - $12.3K
|
5.28K
$842K
|