Purchases and Sales Made in Q2 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.45% |
$2.68K - $2.95K
|
8.08K
$695K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 17.8% |
$2.53K - $2.79K
|
225
$19.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
33+ 1.16% |
$2.45K - $2.71K
|
2.87K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31+ 0.64% |
$2.31K - $2.54K
|
4.87K
$419K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30New |
$2.23K - $2.46K
|
30
$2.58K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 1.15% |
$2.23K - $2.46K
|
2.64K
$227K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
28+ 0.39% |
$2.08K - $2.3K
|
7.26K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 0.23% |
$2.08K - $2.3K
|
12K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27+ 0.6% |
$2.01K - $2.21K
|
4.53K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.39% |
$1.86K - $2.05K
|
6.37K
$548K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.39% |
$1.86K - $2.05K
|
6.41K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 5.8% |
$1.86K - $2.05K
|
456
$39.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.83% |
$1.79K - $1.97K
|
2.91K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
24+ 0.56% |
$1.79K - $1.97K
|
4.33K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
24+ 0.01% |
$1.79K - $1.97K
|
434K
$37.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
23+ 0.57% |
$1.71K - $1.89K
|
4.05K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
23+ 0.4% |
$1.71K - $1.89K
|
5.75K
$494K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 1.53% |
$1.64K - $1.8K
|
1.46K
$126K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 1.64% |
$1.64K - $1.8K
|
1.36K
$117K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 2.25% |
$1.64K - $1.8K
|
999
$86K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 2.25% |
$1.64K - $1.8K
|
999
$86K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$1.49K - $1.64K
|
5.04K
$434K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
19+ 0.15% |
$1.41K - $1.56K
|
12.7K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18+ 0.5% |
$1.34K - $1.48K
|
3.59K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.6% |
$1.34K - $1.48K
|
3.02K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 3.09% |
$1.26K - $1.39K
|
567
$48.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
17+ 0.46% |
$1.26K - $1.39K
|
3.71K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.45% |
$1.12K - $1.23K
|
3.33K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.27% |
$1.12K - $1.23K
|
5.55K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
14+ 0.08% |
$1.04K - $1.15K
|
18.2K
$1.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$967 - $1.07K
|
13
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
13+ 0.09% |
$967 - $1.07K
|
15.3K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
12+ 0.34% |
$893 - $984
|
3.49K
$300K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.4% |
$818 - $902
|
2.73K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11+ 0.2% |
$818 - $902
|
5.58K
$480K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9+ 0.15% |
$669 - $738
|
6.18K
$532K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
9+ 0.12% |
$669 - $738
|
7.46K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 0.2% |
$595 - $656
|
4.07K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.14% |
$595 - $656
|
5.88K
$505K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.42% |
$521 - $574
|
1.67K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7+ 2.22% |
$521 - $574
|
322
$27.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
6+ 0.52% |
$446 - $492
|
1.15K
$99K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.88% |
$446 - $492
|
688
$59.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.12% |
$446 - $492
|
4.92K
$423K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6+ 0.16% |
$446 - $492
|
3.85K
$332K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$372 - $410
|
8.56K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$372 - $410
|
5
$430
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 2.5% |
$372 - $410
|
205
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.34% |
$372 - $410
|
1.5K
$129K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.66% |
$298 - $328
|
607
$52.2K
|