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 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-503- 1.58% |
$71.9K - $77.2K
|
31.4K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-503- 0.54% |
$71.9K - $77.2K
|
92.1K
$14.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-504- 18.16% |
$72.1K - $77.4K
|
2.27K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-505- 3.05% |
$72.2K - $77.5K
|
16K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-507- 5.89% |
$72.5K - $77.8K
|
8.1K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-508- 18.57% |
$72.6K - $78K
|
2.23K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-510- 7.57% |
$72.9K - $78.3K
|
6.22K
$995K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-512- 17.36% |
$73.2K - $78.6K
|
2.44K
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-516- 5.28% |
$73.8K - $79.2K
|
9.25K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-518- 0.78% |
$74.1K - $79.5K
|
65.5K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-520- 4.52% |
$74.4K - $79.8K
|
11K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-522- 0.69% |
$74.6K - $80.1K
|
75.1K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-526- 9.96% |
$75.2K - $80.8K
|
4.76K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-527- 19.05% |
$75.4K - $80.9K
|
2.24K
$358K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-528- 7.42% |
$75.5K - $81.1K
|
6.59K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-530- 8.51% |
$75.8K - $81.4K
|
5.7K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-533- 5.5% |
$76.2K - $81.8K
|
9.16K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-533- 0.55% |
$76.2K - $81.8K
|
95.6K
$15.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-535- 5.05% |
$76.5K - $82.1K
|
10.1K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-535- 16.91% |
$76.5K - $82.1K
|
2.63K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-535- 4.12% |
$76.5K - $82.1K
|
12.5K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-536- 0.68% |
$76.6K - $82.3K
|
78.4K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-539- 1.81% |
$77.1K - $82.7K
|
29.2K
$4.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-542- 0.81% |
$77.5K - $83.2K
|
66.4K
$10.6M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-542- 1.7% |
$77.5K - $83.2K
|
31.4K
$5.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-543- 26.53% |
$77.6K - $83.4K
|
1.5K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-543- 0.45% |
$77.6K - $83.4K
|
121K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-544- 3.91% |
$77.8K - $83.5K
|
13.4K
$2.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 2.83% |
$77.9K - $83.7K
|
18.7K
$3M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-545- 0.47% |
$77.9K - $83.7K
|
117K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-545- 3.29% |
$77.9K - $83.7K
|
16K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-546- 0.27% |
$78.1K - $83.8K
|
199K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-552- 6.09% |
$78.9K - $84.7K
|
8.51K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-554- 15.58% |
$79.2K - $85.1K
|
3K
$480K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-555- 8.49% |
$79.4K - $85.2K
|
5.99K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-557- 1.04% |
$79.7K - $85.5K
|
52.8K
$8.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-559- 9.76% |
$79.9K - $85.8K
|
5.17K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-567- 1.08% |
$81.1K - $87K
|
51.7K
$8.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-567- 2.71% |
$81.1K - $87K
|
20.3K
$3.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-567- 1.32% |
$81.1K - $87K
|
42.5K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-572- 4.53% |
$81.8K - $87.8K
|
12.1K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-577- 1.11% |
$82.5K - $88.6K
|
51.5K
$8.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-577- 10.62% |
$82.5K - $88.6K
|
4.86K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-577- 2.04% |
$82.5K - $88.6K
|
27.7K
$4.43M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-578- 4.95% |
$82.7K - $88.7K
|
11.1K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-578- 2.83% |
$82.7K - $88.7K
|
19.9K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-578- 5.29% |
$82.7K - $88.7K
|
10.4K
$1.66M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-583- 5.23% |
$83.4K - $89.5K
|
10.6K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-583- 11.06% |
$83.4K - $89.5K
|
4.69K
$750K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 10.66% |
$84.1K - $90.3K
|
4.93K
$787K
|