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 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-588- 1.44% |
$84.1K - $90.3K
|
40.1K
$6.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-592- 19.83% |
$84.7K - $90.9K
|
2.39K
$383K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-593- 3.55% |
$84.8K - $91K
|
16.1K
$2.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-595- 1.4% |
$85.1K - $91.3K
|
42K
$6.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-595- 0.77% |
$85.1K - $91.3K
|
76.9K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-600- 3.95% |
$85.8K - $92.1K
|
14.6K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-602- 2.93% |
$86.1K - $92.4K
|
19.9K
$3.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-603- 3.13% |
$86.2K - $92.6K
|
18.7K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-603- 18.37% |
$86.2K - $92.6K
|
2.68K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-607- 7.59% |
$86.8K - $93.2K
|
7.39K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-608- 3.73% |
$86.9K - $93.3K
|
15.7K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-610- 9.67% |
$87.2K - $93.6K
|
5.7K
$910K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-612- 4.42% |
$87.5K - $94K
|
13.2K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-614- 2.76% |
$87.8K - $94.3K
|
21.6K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-615- 0.48% |
$87.9K - $94.4K
|
126K
$20.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-616- 2.0% |
$88.1K - $94.6K
|
30.2K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-619- 11.2% |
$88.5K - $95K
|
4.91K
$785K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-623- 4.79% |
$89.1K - $95.6K
|
12.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-623- 1.78% |
$89.1K - $95.6K
|
34.4K
$5.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-629- 1.96% |
$89.9K - $96.6K
|
31.4K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-631- 0.94% |
$90.2K - $96.9K
|
66.4K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-633- 1.13% |
$90.5K - $97.2K
|
55.2K
$8.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-634- 5.48% |
$90.7K - $97.3K
|
10.9K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-638- 5.04% |
$91.2K - $97.9K
|
12K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-639- 2.69% |
$91.4K - $98.1K
|
23.1K
$3.7M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-642- 1.12% |
$91.8K - $98.6K
|
56.9K
$9.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-645- 1.61% |
$92.2K - $99K
|
39.5K
$6.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-645- 21.76% |
$92.2K - $99K
|
2.32K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-651- 0.39% |
$93.1K - $99.9K
|
166K
$26.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-654- 3.65% |
$93.5K - $100K
|
17.3K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-655- 12.97% |
$93.7K - $101K
|
4.4K
$703K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-656- 3.58% |
$93.8K - $101K
|
17.7K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-656- 0.88% |
$93.8K - $101K
|
74.2K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-660- 0.32% |
$94.4K - $101K
|
208K
$33.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-663- 9.22% |
$94.8K - $102K
|
6.53K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-665- 7.2% |
$95.1K - $102K
|
8.58K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-665- 0.41% |
$95.1K - $102K
|
161K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-667- 5.73% |
$95.4K - $102K
|
11K
$1.75M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-676- 6.39% |
$96.7K - $104K
|
9.91K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-679- 10.0% |
$97.1K - $104K
|
6.11K
$977K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-688- 0.37% |
$98.4K - $106K
|
186K
$29.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-689- 4.02% |
$98.5K - $106K
|
16.4K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-691- 0.37% |
$98.8K - $106K
|
185K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-692- 1.45% |
$99K - $106K
|
46.9K
$7.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-693- 4.21% |
$99.1K - $106K
|
15.8K
$2.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-695- 2.91% |
$99.4K - $107K
|
23.2K
$3.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-697- 16.84% |
$99.7K - $107K
|
3.44K
$550K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-697- 1.62% |
$99.7K - $107K
|
42.3K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-701- 2.92% |
$100K - $108K
|
23.3K
$3.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-704- 1.54% |
$101K - $108K
|
44.9K
$7.17M
|