Purchases and Sales Made in Q1 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q1 2023. The information is specifically focused on institutions that hold shares of COLGATE PALMOLIVE CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3+ 0.02% |
$214 - $240
|
13.2K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.5% |
$214 - $240
|
603
$52.5K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.68% |
$214 - $240
|
446
$38.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.09% |
$143 - $160
|
2.3K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.21% |
$143 - $160
|
956
$83.2K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 20.0% |
$143 - $160
|
12
$1.04K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$143 - $160
|
4.91K
$428K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.06% |
$143 - $160
|
3.48K
$303K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$143 - $160
|
1.21K
$106K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.58% |
$143 - $160
|
349
$30.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.03% |
$71.3 - $80
|
3.6K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.36% |
$71.3 - $80
|
277
$24.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.84% |
$71.3 - $80
|
120
$10.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$71.3 - $80
|
6.12K
$532K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.07% |
$71.3 - $80
|
1.34K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$71.3 - $80
|
18.1K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$71.3 - $80
|
7.79K
$678K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.74% |
$71.3 - $80
|
136
$11.8K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.01% |
$71.3 - $80
|
7.77K
$676K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1+ 0.03% |
$71.3 - $80
|
3.66K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$71.3 - $80
|
12.6K
$1.09M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1+ 2.86% |
$71.3 - $80
|
36
$3.13K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1- 0.01% |
$71.3 - $80
|
7.17K
$624K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 2.44% |
$71.3 - $80
|
40
$3.48K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 3.17% |
$143 - $160
|
61
$5.31K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-5- 0.18% |
$357 - $400
|
2.72K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.04% |
$357 - $400
|
12.1K
$1.05M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.78% |
$357 - $400
|
637
$55.4K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-9- 0.17% |
$642 - $720
|
5.16K
$449K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.19% |
$713 - $800
|
5.16K
$449K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.19% |
$713 - $800
|
5.16K
$449K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.32% |
$784 - $880
|
3.44K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 3.01% |
$784 - $880
|
354
$30.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 0.63% |
$856 - $960
|
1.9K
$165K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-12- 0.06% |
$856 - $960
|
21K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 0.08% |
$1.07K - $1.2K
|
19.3K
$1.68M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 48.39% |
$1.07K - $1.2K
|
16
$1.39K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-16- 0.54% |
$1.14K - $1.28K
|
2.96K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-18- 0.31% |
$1.28K - $1.44K
|
5.76K
$501K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-19- 0.53% |
$1.35K - $1.52K
|
3.57K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 3.65% |
$1.35K - $1.52K
|
501
$43.6K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-20- 0.42% |
$1.43K - $1.6K
|
4.71K
$410K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-22- 0.14% |
$1.57K - $1.76K
|
15.5K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-22- 0.28% |
$1.57K - $1.76K
|
7.79K
$678K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-23- 0.08% |
$1.64K - $1.84K
|
28.4K
$2.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-25- 0.45% |
$1.78K - $2K
|
5.54K
$482K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-25- 0.04% |
$1.78K - $2K
|
61K
$5.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 0.63% |
$1.78K - $2K
|
3.94K
$342K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-26- 6.45% |
$1.85K - $2.08K
|
377
$32.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-26- 0.67% |
$1.85K - $2.08K
|
3.86K
$336K
|