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 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 3.05% |
$28.6K - $30.7K
|
6.36K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-200- 7.43% |
$28.6K - $30.7K
|
2.49K
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 0.28% |
$28.6K - $30.7K
|
70.5K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 2.22% |
$28.6K - $30.7K
|
8.79K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-200- 9.09% |
$28.6K - $30.7K
|
2K
$320K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-203- 0.57% |
$29K - $31.2K
|
35.2K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-203- 0.28% |
$29K - $31.2K
|
71.3K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-205- 0.53% |
$29.3K - $31.5K
|
38.5K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-205- 3.41% |
$29.3K - $31.5K
|
5.81K
$928K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-206- 2.96% |
$29.5K - $31.6K
|
6.75K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 1.27% |
$29.5K - $31.6K
|
16.1K
$2.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-207- 1.35% |
$29.6K - $31.8K
|
15.2K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-207- 2.07% |
$29.6K - $31.8K
|
9.8K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-207- 8.21% |
$29.6K - $31.8K
|
2.32K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-207- 0.11% |
$29.6K - $31.8K
|
181K
$29M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-207- 0.79% |
$29.6K - $31.8K
|
25.9K
$4.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-211- 8.15% |
$30.2K - $32.4K
|
2.38K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-211- 1.19% |
$30.2K - $32.4K
|
17.5K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-212- 4.49% |
$30.3K - $32.5K
|
4.51K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-213- 3.98% |
$30.5K - $32.7K
|
5.14K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-213- 0.61% |
$30.5K - $32.7K
|
34.6K
$5.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-215- 4.9% |
$30.7K - $33K
|
4.18K
$667K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-215- 17.0% |
$30.7K - $33K
|
1.05K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-215- 0.29% |
$30.7K - $33K
|
75.2K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-216- 5.57% |
$30.9K - $33.2K
|
3.66K
$585K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-217- 2.12% |
$31K - $33.3K
|
10K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-217- 10.05% |
$31K - $33.3K
|
1.94K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-218- 2.21% |
$31.2K - $33.5K
|
9.64K
$1.54M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-218- 1.22% |
$31.2K - $33.5K
|
17.7K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-219- 2.78% |
$31.3K - $33.6K
|
7.65K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-219- 0.42% |
$31.3K - $33.6K
|
52.2K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-220- 0.37% |
$31.5K - $33.8K
|
59K
$9.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-222- 2.97% |
$31.7K - $34.1K
|
7.25K
$1.16M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-223- 1.96% |
$31.9K - $34.2K
|
11.1K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 1.69% |
$31.9K - $34.2K
|
13K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-223- 0.67% |
$31.9K - $34.2K
|
33.1K
$5.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-224- 0.65% |
$32K - $34.4K
|
34.3K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-224- 0.88% |
$32K - $34.4K
|
25.3K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-226- 5.11% |
$32.3K - $34.7K
|
4.2K
$671K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-227- 5.2% |
$32.5K - $34.8K
|
4.14K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-228- 0.37% |
$32.6K - $35K
|
61.6K
$9.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-230- 2.7% |
$32.9K - $35.3K
|
8.3K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-231- 0.71% |
$33K - $35.5K
|
32.5K
$5.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-233- 2.57% |
$33.3K - $35.8K
|
8.84K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-233- 3.22% |
$33.3K - $35.8K
|
7K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-234- 11.18% |
$33.5K - $35.9K
|
1.86K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-234- 1.32% |
$33.5K - $35.9K
|
17.6K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-235- 4.89% |
$33.6K - $36.1K
|
4.57K
$730K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-236- 1.28% |
$33.7K - $36.2K
|
18.3K
$2.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-237- 3.59% |
$33.9K - $36.4K
|
6.37K
$1.02M
|