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 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.98K- 0.77% |
$426K - $457K
|
382K
$61M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.01K- 3.66% |
$430K - $462K
|
79.2K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.01K- 26.53% |
$430K - $462K
|
8.34K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3.03K- 4.94% |
$434K - $465K
|
58.3K
$9.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.04K- 7.08% |
$434K - $466K
|
39.9K
$6.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.08K- 61.05% |
$441K - $473K
|
1.97K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.1K- 8.75% |
$443K - $476K
|
32.3K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-3.14K- 9.04% |
$448K - $481K
|
31.5K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.16K- 4.21% |
$452K - $485K
|
71.8K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.17K- 2.27% |
$454K - $487K
|
136K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.18K- 2.13% |
$455K - $488K
|
146K
$23.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.19K- 15.06% |
$456K - $490K
|
18K
$2.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-3.2K- 6.52% |
$458K - $492K
|
45.9K
$7.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.21K- 1.98% |
$459K - $493K
|
159K
$25.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3.22K- 56.3% |
$461K - $495K
|
2.5K
$400K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.27K- 5.1% |
$467K - $501K
|
60.8K
$9.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-3.27K- 9.93% |
$467K - $502K
|
29.6K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.3K- 18.64% |
$472K - $506K
|
14.4K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.31K- 1.81% |
$473K - $508K
|
180K
$28.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.32K- 3.7% |
$475K - $510K
|
86.5K
$13.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-3.35K- 12.39% |
$479K - $514K
|
23.7K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.4K- 1.31% |
$487K - $522K
|
256K
$41M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.41K- 31.88% |
$487K - $523K
|
7.29K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.42K- 12.11% |
$490K - $526K
|
24.9K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.43K- 50.56% |
$491K - $527K
|
3.36K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.46K- 4.02% |
$495K - $531K
|
82.6K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-3.47K- 29.87% |
$497K - $533K
|
8.16K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 63.02% |
$498K - $535K
|
2.04K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-3.49K- 1.21% |
$498K - $535K
|
286K
$45.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.49K- 1.39% |
$499K - $535K
|
247K
$39.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.52K- 25.68% |
$503K - $540K
|
10.2K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.54K- 0.58% |
$507K - $544K
|
610K
$97.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.54K- 6.03% |
$507K - $544K
|
55.2K
$8.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.6K- 2.46% |
$515K - $553K
|
143K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.62K- 0.49% |
$517K - $555K
|
740K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.66K- 12.54% |
$523K - $561K
|
25.5K
$4.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.66K- 0.62% |
$523K - $562K
|
583K
$93.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.67K- 3.81% |
$524K - $563K
|
92.5K
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 10.11% |
$527K - $566K
|
32.8K
$5.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.69K- 15.81% |
$528K - $567K
|
19.7K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.7K- 3.92% |
$529K - $568K
|
90.7K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.73K- 5.53% |
$534K - $573K
|
63.8K
$10.2M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.74K- 2.78% |
$534K - $574K
|
131K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.74K- 0.53% |
$535K - $574K
|
700K
$112M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-3.75K- 57.34% |
$536K - $576K
|
2.79K
$446K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.75K- 3.66% |
$536K - $576K
|
98.6K
$15.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 21.58% |
$539K - $579K
|
13.7K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.78K- 2.55% |
$540K - $580K
|
145K
$23.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-3.78K- 32.51% |
$541K - $581K
|
7.85K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-3.78K- 12.2% |
$541K - $581K
|
27.2K
$4.35M
|