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 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.24K- 2.53% |
$320K - $343K
|
86K
$13.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.24K- 5.14% |
$321K - $344K
|
41.4K
$6.62M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.25K- 33.52% |
$322K - $345K
|
4.46K
$713K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 0.38% |
$322K - $346K
|
598K
$95.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.29K- 31.14% |
$327K - $351K
|
5.05K
$808K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.31K- 22.76% |
$330K - $355K
|
7.85K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.31K- 6.43% |
$331K - $355K
|
33.6K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.33K- 40.49% |
$332K - $357K
|
3.42K
$546K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-2.33K- 4.74% |
$333K - $358K
|
46.9K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.33K- 1.83% |
$333K - $358K
|
125K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.33K- 7.23% |
$334K - $358K
|
29.9K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.35K- 2.09% |
$335K - $360K
|
110K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.35K- 47.72% |
$336K - $360K
|
2.57K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.4% |
$340K - $365K
|
167K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-2.38K- 18.26% |
$340K - $365K
|
10.6K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.38K- 17.58% |
$340K - $365K
|
11.2K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.39K- 15.26% |
$341K - $366K
|
13.2K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.4K- 27.47% |
$343K - $368K
|
6.33K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.4K- 2.3% |
$343K - $368K
|
102K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.4K- 0.31% |
$343K - $369K
|
782K
$125M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.41K- 0.65% |
$345K - $371K
|
368K
$58.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.43K- 1.78% |
$347K - $373K
|
134K
$21.4M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.44K- 8.8% |
$348K - $374K
|
25.2K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.46K- 12.45% |
$352K - $378K
|
17.3K
$2.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 0.88% |
$354K - $380K
|
280K
$44.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.48K- 2.51% |
$355K - $381K
|
96.2K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 2.51% |
$358K - $384K
|
97K
$15.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 3.51% |
$360K - $387K
|
69.3K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.52K- 4.39% |
$361K - $387K
|
54.9K
$8.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.54K- 0.99% |
$363K - $389K
|
254K
$40.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 2.9% |
$364K - $391K
|
85.3K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.57K- 1.06% |
$368K - $395K
|
240K
$38.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.66K- 20.9% |
$381K - $409K
|
10.1K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.68K- 7.33% |
$383K - $411K
|
33.8K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.69K- 8.45% |
$385K - $413K
|
29.2K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.71K- 2.67% |
$387K - $416K
|
98.6K
$15.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.72K- 14.59% |
$389K - $417K
|
15.9K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.73K- 2.29% |
$390K - $418K
|
116K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.74K- 2.24% |
$391K - $420K
|
120K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.76K- 23.58% |
$394K - $423K
|
8.93K
$1.43M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.76K- 16.11% |
$395K - $424K
|
14.4K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.78K- 31.28% |
$397K - $426K
|
6.1K
$975K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.78K- 22.32% |
$398K - $427K
|
9.68K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.81K- 50.48% |
$402K - $431K
|
2.76K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.82K- 34.38% |
$403K - $433K
|
5.38K
$860K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.82K- 0.81% |
$404K - $433K
|
345K
$55.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.84K- 14.92% |
$406K - $436K
|
16.2K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-2.91K- 7.1% |
$416K - $447K
|
38.1K
$6.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.93K- 14.18% |
$419K - $450K
|
17.7K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.95K- 54.36% |
$421K - $452K
|
2.47K
$395K
|