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 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-238- 2.49% |
$34K - $36.5K
|
9.34K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-238- 2.66% |
$34K - $36.5K
|
8.72K
$1.39M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-238- 11.34% |
$34K - $36.5K
|
1.86K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 11.22% |
$34.2K - $36.7K
|
1.89K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-239- 2.96% |
$34.2K - $36.7K
|
7.84K
$1.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 3.71% |
$34.6K - $37.2K
|
6.29K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 12.31% |
$34.7K - $37.3K
|
1.73K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-245- 2.55% |
$35K - $37.6K
|
9.36K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-245- 4.88% |
$35K - $37.6K
|
4.77K
$763K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-249- 6.0% |
$35.6K - $38.2K
|
3.9K
$624K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 0.68% |
$35.8K - $38.4K
|
36.6K
$5.85M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-250- 17.05% |
$35.8K - $38.4K
|
1.22K
$194K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-252- 5.23% |
$36K - $38.7K
|
4.57K
$731K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-252- 2.67% |
$36K - $38.7K
|
9.2K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-253- 0.17% |
$36.2K - $38.8K
|
144K
$23.1M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-253- 0.17% |
$36.2K - $38.8K
|
144K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-254- 2.01% |
$36.3K - $39K
|
12.4K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-254- 2.57% |
$36.3K - $39K
|
9.65K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-254- 2.84% |
$36.3K - $39K
|
8.69K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-255- 11.15% |
$36.5K - $39.1K
|
2.03K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-258- 4.78% |
$36.9K - $39.6K
|
5.15K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-260- 3.28% |
$37.2K - $39.9K
|
7.67K
$1.23M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-261- 8.25% |
$37.3K - $40.1K
|
2.9K
$464K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-263- 1.86% |
$37.6K - $40.4K
|
13.9K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-264- 0.21% |
$37.8K - $40.5K
|
123K
$19.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-264- 6.89% |
$37.8K - $40.5K
|
3.57K
$571K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 4.85% |
$38.5K - $41.3K
|
5.28K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-269- 1.92% |
$38.5K - $41.3K
|
13.7K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-270- 0.86% |
$38.6K - $41.5K
|
31.2K
$4.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-272- 3.13% |
$38.9K - $41.8K
|
8.41K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-273- 36.94% |
$39K - $41.9K
|
466
$74.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-274- 0.7% |
$39.2K - $42.1K
|
38.7K
$6.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-275- 1.85% |
$39.3K - $42.2K
|
14.6K
$2.33M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-278- 2.68% |
$39.8K - $42.7K
|
10.1K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-278- 0.38% |
$39.8K - $42.7K
|
73.6K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-282- 2.65% |
$40.3K - $43.3K
|
10.3K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-284- 0.89% |
$40.6K - $43.6K
|
31.7K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 6.07% |
$40.6K - $43.6K
|
4.4K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-284- 2.67% |
$40.6K - $43.6K
|
10.3K
$1.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 1.21% |
$40.8K - $43.8K
|
23.2K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-285- 1.43% |
$40.8K - $43.8K
|
19.7K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-285- 6.62% |
$40.8K - $43.8K
|
4.02K
$642K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-287- 2.07% |
$41K - $44.1K
|
13.6K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-287- 1.28% |
$41K - $44.1K
|
22.2K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-287- 2.57% |
$41K - $44.1K
|
10.9K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-288- 11.06% |
$41.2K - $44.2K
|
2.32K
$370K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-288- 0.28% |
$41.2K - $44.2K
|
101K
$16.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-288- 5.06% |
$41.2K - $44.2K
|
5.4K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-290- 2.32% |
$41.5K - $44.5K
|
12.2K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-290- 8.71% |
$41.5K - $44.5K
|
3.04K
$486K
|