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 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-430- 20.2% |
$61.5K - $66K
|
1.7K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-435- 1.21% |
$62.2K - $66.8K
|
35.6K
$5.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-435- 3.13% |
$62.2K - $66.8K
|
13.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-438- 1.08% |
$62.6K - $67.2K
|
40K
$6.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-441- 1.82% |
$63.1K - $67.7K
|
23.7K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-441- 1.17% |
$63.1K - $67.7K
|
37.1K
$5.93M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-444- 16.5% |
$63.5K - $68.2K
|
2.25K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-445- 2.43% |
$63.6K - $68.3K
|
17.9K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-445- 1.97% |
$63.6K - $68.3K
|
22.2K
$3.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-446- 2.59% |
$63.8K - $68.5K
|
16.8K
$2.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-447- 1.95% |
$63.9K - $68.6K
|
22.5K
$3.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-448- 0.63% |
$64.1K - $68.8K
|
70.2K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-450- 7.79% |
$64.4K - $69.1K
|
5.33K
$852K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-452- 0.09% |
$64.6K - $69.4K
|
487K
$77.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-452- 0.47% |
$64.6K - $69.4K
|
95.5K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-453- 4.0% |
$64.8K - $69.5K
|
10.9K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-456- 4.79% |
$65.2K - $70K
|
9.06K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-457- 5.07% |
$65.4K - $70.2K
|
8.55K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-459- 2.01% |
$65.6K - $70.5K
|
22.4K
$3.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-460- 1.18% |
$65.8K - $70.6K
|
38.5K
$6.16M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-461- 0.68% |
$65.9K - $70.8K
|
67.6K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-461- 1.08% |
$65.9K - $70.8K
|
42.1K
$6.72M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-466- 4.07% |
$66.6K - $71.5K
|
11K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-467- 1.84% |
$66.8K - $71.7K
|
24.9K
$3.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-470- 3.31% |
$67.2K - $72.2K
|
13.8K
$2.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-471- 2.47% |
$67.4K - $72.3K
|
18.6K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-477- 3.45% |
$68.2K - $73.2K
|
13.4K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-478- 1.07% |
$68.4K - $73.4K
|
44.2K
$7.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-478- 10.6% |
$68.4K - $73.4K
|
4.03K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-478- 0.51% |
$68.4K - $73.4K
|
93.1K
$14.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-480- 5.28% |
$68.6K - $73.7K
|
8.62K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-481- 9.61% |
$68.8K - $73.8K
|
4.52K
$723K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-482- 55.21% |
$68.9K - $74K
|
391
$62.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-484- 11.18% |
$69.2K - $74.3K
|
3.85K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-485- 11.64% |
$69.4K - $74.5K
|
3.68K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-488- 1.52% |
$69.8K - $74.9K
|
31.6K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-488- 2.52% |
$69.8K - $74.9K
|
18.9K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-488- 2.77% |
$69.8K - $74.9K
|
17.1K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-491- 4.51% |
$70.2K - $75.4K
|
10.4K
$1.66M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-492- 12.2% |
$70.4K - $75.5K
|
3.54K
$566K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-494- 78.79% |
$70.6K - $75.8K
|
133
$21.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-495- 4.78% |
$70.8K - $76K
|
9.87K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-495- 5.7% |
$70.8K - $76K
|
8.19K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-496- 5.51% |
$70.9K - $76.1K
|
8.51K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.91% |
$71.5K - $76.8K
|
12.3K
$1.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-500- 1.5% |
$71.5K - $76.8K
|
32.9K
$5.25M
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-500- 16.35% |
$71.5K - $76.8K
|
2.56K
$409K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-501- 10.09% |
$71.6K - $76.9K
|
4.46K
$713K
|