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
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-704- 0.5% |
$101K - $108K
|
141K
$22.6M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-705- 2.55% |
$101K - $108K
|
26.9K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-706- 0.25% |
$101K - $108K
|
282K
$45.1M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-708- 0.47% |
$101K - $109K
|
149K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-708- 0.73% |
$101K - $109K
|
96.3K
$15.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-711- 5.69% |
$102K - $109K
|
11.8K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-714- 0.32% |
$102K - $110K
|
220K
$35.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-715- 1.58% |
$102K - $110K
|
44.4K
$7.1M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-719- 1.1% |
$103K - $110K
|
64.4K
$10.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-724- 7.41% |
$104K - $111K
|
9.05K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-726- 1.23% |
$104K - $111K
|
58.4K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-730- 26.07% |
$104K - $112K
|
2.07K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-731- 4.81% |
$105K - $112K
|
14.5K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-731- 1.71% |
$105K - $112K
|
41.9K
$6.7M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-731- 1.71% |
$105K - $112K
|
41.9K
$6.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-732- 3.13% |
$105K - $112K
|
22.7K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-732- 1.6% |
$105K - $112K
|
45K
$7.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-733- 2.87% |
$105K - $113K
|
24.8K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-738- 1.0% |
$106K - $113K
|
73.3K
$11.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-741- 9.06% |
$106K - $114K
|
7.44K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-744- 1.58% |
$106K - $114K
|
46.4K
$7.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-747- 6.37% |
$107K - $115K
|
11K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-748- 10.59% |
$107K - $115K
|
6.31K
$1.01M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-750- 28.09% |
$107K - $115K
|
1.92K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-751- 1.53% |
$107K - $115K
|
48.5K
$7.75M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-752- 19.85% |
$108K - $115K
|
3.04K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-753- 1.27% |
$108K - $116K
|
58.6K
$9.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-764- 1.94% |
$109K - $117K
|
38.5K
$6.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-765- 3.31% |
$109K - $117K
|
22.4K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-766- 6.2% |
$110K - $118K
|
11.6K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-768- 0.48% |
$110K - $118K
|
160K
$25.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-770- 1.38% |
$110K - $118K
|
54.8K
$8.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-777- 3.37% |
$111K - $119K
|
22.3K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-778- 1.9% |
$111K - $119K
|
40.1K
$6.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-782- 4.01% |
$112K - $120K
|
18.7K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-784- 2.24% |
$112K - $120K
|
34.2K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-795- 32.36% |
$114K - $122K
|
1.66K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-795- 2.59% |
$114K - $122K
|
29.9K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-796- 12.93% |
$114K - $122K
|
5.36K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-798- 30.23% |
$114K - $123K
|
1.84K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-799- 10.49% |
$114K - $123K
|
6.82K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-800- 1.34% |
$114K - $123K
|
59K
$9.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-800- 3.16% |
$114K - $123K
|
24.5K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 0.94% |
$114K - $123K
|
84.1K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-801- 5.97% |
$115K - $123K
|
12.6K
$2.02M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-801- 40.95% |
$115K - $123K
|
1.16K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-803- 2.04% |
$115K - $123K
|
38.5K
$6.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-805- 1.3% |
$115K - $124K
|
61.1K
$9.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-815- 0.88% |
$117K - $125K
|
91.7K
$14.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 2.95% |
$117K - $126K
|
27K
$4.31M
|