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 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-163- 0.87% |
$23.3K - $25K
|
18.6K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-163- 0.69% |
$23.3K - $25K
|
23.6K
$3.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-164- 6.39% |
$23.5K - $25.2K
|
2.4K
$383K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-165- 1.75% |
$23.6K - $25.3K
|
9.25K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-166- 0.61% |
$23.7K - $25.5K
|
27.2K
$4.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-166- 3.82% |
$23.7K - $25.5K
|
4.18K
$665K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-166- 8.83% |
$23.7K - $25.5K
|
1.72K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-167- 3.92% |
$23.9K - $25.6K
|
4.09K
$652K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-168- 6.83% |
$24K - $25.8K
|
2.29K
$365K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 2.46% |
$24K - $25.8K
|
6.66K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-170- 3.3% |
$24.3K - $26.1K
|
4.98K
$793K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-171- 2.63% |
$24.5K - $26.3K
|
6.33K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-172- 7.32% |
$24.6K - $26.4K
|
2.18K
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-172- 17.5% |
$24.6K - $26.4K
|
811
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-172- 4.31% |
$24.6K - $26.4K
|
3.82K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-173- 5.93% |
$24.7K - $26.6K
|
2.74K
$437K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-174- 5.2% |
$24.9K - $26.7K
|
3.17K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-174- 0.87% |
$24.9K - $26.7K
|
19.8K
$3.15M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-175- 5.69% |
$25K - $26.9K
|
2.9K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-176- 2.28% |
$25.2K - $27K
|
7.53K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-178- 6.26% |
$25.5K - $27.3K
|
2.66K
$424K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-179- 1.93% |
$25.6K - $27.5K
|
9.09K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-180- 0.89% |
$25.7K - $27.6K
|
20K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-181- 2.91% |
$25.9K - $27.8K
|
6.05K
$963K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 0.49% |
$26K - $27.9K
|
36.8K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-182- 2.84% |
$26K - $27.9K
|
6.22K
$991K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-183- 5.87% |
$26.2K - $28.1K
|
2.94K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 5.95% |
$26.2K - $28.1K
|
2.9K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-183- 1.87% |
$26.2K - $28.1K
|
9.62K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-184- 0.18% |
$26.3K - $28.2K
|
105K
$16.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-185- 1.01% |
$26.5K - $28.4K
|
18.1K
$2.88M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-188- 0.39% |
$26.9K - $28.9K
|
48.3K
$7.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-188- 0.56% |
$26.9K - $28.9K
|
33.3K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-189- 4.29% |
$27K - $29K
|
4.22K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-189- 4.09% |
$27K - $29K
|
4.43K
$706K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-189- 7.62% |
$27K - $29K
|
2.29K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-192- 2.81% |
$27.5K - $29.5K
|
6.65K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-193- 10.91% |
$27.6K - $29.6K
|
1.58K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-195- 2.06% |
$27.9K - $29.9K
|
9.27K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-195- 4.01% |
$27.9K - $29.9K
|
4.67K
$745K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-195- 0.17% |
$27.9K - $29.9K
|
117K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-195- 4.21% |
$27.9K - $29.9K
|
4.44K
$707K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-196- 0.61% |
$28K - $30.1K
|
31.9K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-197- 2.56% |
$28.2K - $30.2K
|
7.51K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-197- 3.54% |
$28.2K - $30.2K
|
5.36K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-197- 0.34% |
$28.2K - $30.2K
|
57.5K
$9.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-198- 3.97% |
$28.3K - $30.4K
|
4.79K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-199- 5.37% |
$28.5K - $30.6K
|
3.51K
$559K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-200- 3.72% |
$28.6K - $30.7K
|
5.18K
$824K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.91% |
$28.6K - $30.7K
|
21.8K
$3.47M
|