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 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-80- 0.55% |
$11.4K - $12.3K
|
14.4K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-80- 0.52% |
$11.4K - $12.3K
|
15.4K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-82- 3.49% |
$11.7K - $12.6K
|
2.27K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-83- 1.4% |
$11.9K - $12.7K
|
5.85K
$933K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-83- 0.27% |
$11.9K - $12.7K
|
30.5K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-83- 0.36% |
$11.9K - $12.7K
|
22.9K
$3.65M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-85- 3.18% |
$12.2K - $13K
|
2.59K
$413K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 1.8% |
$12.2K - $13K
|
4.63K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 0.42% |
$12.3K - $13.2K
|
20.3K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-86- 0.34% |
$12.3K - $13.2K
|
25.1K
$4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-86- 0.25% |
$12.3K - $13.2K
|
33.9K
$5.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-86- 1.47% |
$12.3K - $13.2K
|
5.76K
$918K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-87- 3.52% |
$12.4K - $13.4K
|
2.39K
$380K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-87- 2.23% |
$12.4K - $13.4K
|
3.82K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88- 0.6% |
$12.6K - $13.5K
|
14.7K
$2.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-89- 0.27% |
$12.7K - $13.7K
|
32.8K
$5.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 1.79% |
$12.9K - $13.8K
|
4.94K
$787K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 1.79% |
$12.9K - $13.8K
|
4.94K
$787K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-90- 3.39% |
$12.9K - $13.8K
|
2.57K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-91- 6.17% |
$13K - $14K
|
1.38K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-92- 4.54% |
$13.2K - $14.1K
|
1.93K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-92- 1.74% |
$13.2K - $14.1K
|
5.19K
$827K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-93- 2.13% |
$13.3K - $14.3K
|
4.28K
$681K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-93- 0.67% |
$13.3K - $14.3K
|
13.8K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-93- 0.79% |
$13.3K - $14.3K
|
11.7K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-94- 3.19% |
$13.4K - $14.4K
|
2.85K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-96- 3.03% |
$13.7K - $14.7K
|
3.07K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-96- 2.88% |
$13.7K - $14.7K
|
3.24K
$516K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-97- 0.17% |
$13.9K - $14.9K
|
56K
$8.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-97- 3.88% |
$13.9K - $14.9K
|
2.4K
$383K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-98- 1.14% |
$14K - $15K
|
8.48K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-99- 6.5% |
$14.2K - $15.2K
|
1.42K
$227K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 0.99% |
$14.3K - $15.4K
|
10K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-100- 1.69% |
$14.3K - $15.4K
|
5.83K
$929K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 2.17% |
$14.3K - $15.4K
|
4.51K
$719K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 5.26% |
$14.3K - $15.4K
|
1.8K
$287K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-100- 4.88% |
$14.3K - $15.4K
|
1.95K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 1.22% |
$14.3K - $15.4K
|
8.09K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-100- 4.16% |
$14.3K - $15.4K
|
2.3K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 0.65% |
$14.3K - $15.4K
|
15.3K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-100- 0.23% |
$14.3K - $15.4K
|
43.4K
$6.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-100- 1.54% |
$14.3K - $15.4K
|
6.4K
$1.02M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 2.56% |
$14.3K - $15.4K
|
3.81K
$607K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 1.97% |
$14.4K - $15.5K
|
5.04K
$802K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-101- 0.19% |
$14.4K - $15.5K
|
53.5K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-101- 1.1% |
$14.4K - $15.5K
|
9.05K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 1.12% |
$14.7K - $15.8K
|
9.13K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-104- 2.03% |
$14.9K - $16K
|
5.02K
$800K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-104- 2.07% |
$14.9K - $16K
|
4.91K
$783K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-105- 0.39% |
$15K - $16.1K
|
26.9K
$4.28M
|