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 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-105- 7.09% |
$15K - $16.1K
|
1.38K
$219K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-105- 3.42% |
$15K - $16.1K
|
2.96K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-107- 1.03% |
$15.3K - $16.4K
|
10.3K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-108- 5.93% |
$15.4K - $16.6K
|
1.71K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-108- 1.18% |
$15.4K - $16.6K
|
9.01K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-109- 0.22% |
$15.6K - $16.7K
|
49.1K
$7.82M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-110- 2.63% |
$15.7K - $16.9K
|
4.07K
$648K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-110- 2.2% |
$15.7K - $16.9K
|
4.89K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-110- 6.65% |
$15.7K - $16.9K
|
1.54K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-110- 3.93% |
$15.7K - $16.9K
|
2.69K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-110- 1.07% |
$15.7K - $16.9K
|
10.1K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-110- 2.69% |
$15.7K - $16.9K
|
3.98K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-111- 1.58% |
$15.9K - $17K
|
6.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-111- 1.18% |
$15.9K - $17K
|
9.28K
$1.48M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-111- 1.19% |
$15.9K - $17K
|
9.22K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-112- 2.32% |
$16K - $17.2K
|
4.73K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-112- 1.97% |
$16K - $17.2K
|
5.58K
$889K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-113- 0.99% |
$16.2K - $17.3K
|
11.3K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-113- 1.38% |
$16.2K - $17.3K
|
8.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-113- 0.08% |
$16.2K - $17.3K
|
137K
$21.9M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-113- 0.58% |
$16.2K - $17.3K
|
19.4K
$3.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-114- 4.28% |
$16.3K - $17.5K
|
2.55K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-115- 1.07% |
$16.4K - $17.7K
|
10.7K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-116- 2.46% |
$16.6K - $17.8K
|
4.61K
$734K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-117- 1.05% |
$16.7K - $18K
|
11K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-117- 1.38% |
$16.7K - $18K
|
8.35K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 0.85% |
$16.7K - $18K
|
13.7K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-118- 2.9% |
$16.9K - $18.1K
|
3.96K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-118- 2.77% |
$16.9K - $18.1K
|
4.14K
$659K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-119- 3.29% |
$17K - $18.3K
|
3.5K
$557K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-119- 0.89% |
$17K - $18.3K
|
13.3K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-119- 0.17% |
$17K - $18.3K
|
71K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-120- 2.94% |
$17.2K - $18.4K
|
3.96K
$631K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 1.52% |
$17.2K - $18.4K
|
7.77K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-122- 5.6% |
$17.4K - $18.7K
|
2.06K
$328K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-123- 0.45% |
$17.6K - $18.9K
|
27K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 0.58% |
$17.6K - $18.9K
|
20.9K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-124- 5.85% |
$17.7K - $19K
|
2K
$318K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-124- 0.61% |
$17.7K - $19K
|
20.3K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.24% |
$17.9K - $19.2K
|
2.83K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-126- 0.62% |
$18K - $19.3K
|
20.2K
$3.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-126- 1.21% |
$18K - $19.3K
|
10.3K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-126- 1.67% |
$18K - $19.3K
|
7.43K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-127- 3.6% |
$18.2K - $19.5K
|
3.4K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-128- 1.42% |
$18.3K - $19.7K
|
8.88K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-128- 0.83% |
$18.3K - $19.7K
|
15.4K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-128- 0.5% |
$18.3K - $19.7K
|
25.7K
$4.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-129- 0.26% |
$18.4K - $19.8K
|
50.2K
$8M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-129- 3.52% |
$18.4K - $19.8K
|
3.54K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-129- 0.06% |
$18.4K - $19.8K
|
203K
$32.4M
|