Purchases and Sales Made in Q3 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
172+ 3.32% |
$12.2K - $13.4K
|
5.35K
$464K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
171+ 6.84% |
$12.1K - $13.3K
|
2.67K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 2.18% |
$12.1K - $13.3K
|
7.96K
$690K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
167+ 1.04% |
$11.9K - $13K
|
16.2K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
164+ 1.76% |
$11.7K - $12.8K
|
9.48K
$821K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
164+ 1.08% |
$11.7K - $12.8K
|
15.3K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
163+ 0.38% |
$11.6K - $12.7K
|
43.6K
$3.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
162+ 15.11% |
$11.5K - $12.6K
|
1.23K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
158+ 120.61% |
$11.2K - $12.3K
|
289
$25.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
157+ 5.23% |
$11.2K - $12.2K
|
3.16K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
157New |
$11.2K - $12.2K
|
157
$13.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
154+ 2.44% |
$10.9K - $12K
|
6.45K
$559K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
152+ 1.9% |
$10.8K - $11.8K
|
8.15K
$707K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
152+ 2.12% |
$10.8K - $11.8K
|
7.31K
$634K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
148+ 2.75% |
$10.5K - $11.5K
|
5.53K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
142+ 1.22% |
$10.1K - $11.1K
|
11.8K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
141+ 1.42% |
$10K - $11K
|
10K
$871K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
140+ 2.68% |
$9.95K - $10.9K
|
5.36K
$465K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
140+ 2.68% |
$9.95K - $10.9K
|
5.36K
$465K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
136+ 2.67% |
$9.66K - $10.6K
|
5.23K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
134+ 1.53% |
$9.52K - $10.4K
|
8.89K
$771K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
130+ 0.98% |
$9.24K - $10.1K
|
13.3K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
128+ 1.02% |
$9.09K - $9.98K
|
12.7K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125+ 3.36% |
$8.88K - $9.75K
|
3.85K
$334K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
120+ 1.17% |
$8.53K - $9.36K
|
10.4K
$900K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
119+ 1.08% |
$8.45K - $9.28K
|
11.1K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
111+ 1.23% |
$7.89K - $8.65K
|
9.11K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
110+ 0.91% |
$7.82K - $8.58K
|
12.2K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
106+ 23.77% |
$7.53K - $8.26K
|
552
$47.9K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
105+ 0.6% |
$7.46K - $8.19K
|
17.5K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
104+ 3.36% |
$7.39K - $8.11K
|
3.2K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 14.78% |
$7.25K - $7.95K
|
792
$68.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
100+ 1.0% |
$7.11K - $7.8K
|
10.1K
$874K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
100+ 0.62% |
$7.11K - $7.8K
|
16.1K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
100+ 1.94% |
$7.11K - $7.8K
|
5.26K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 2.55% |
$7.11K - $7.8K
|
4.02K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
100New |
$7.11K - $7.8K
|
100
$8.67K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
96+ 2.55% |
$6.82K - $7.48K
|
3.86K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
94+ 0.26% |
$6.68K - $7.33K
|
36.4K
$3.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
93+ 0.39% |
$6.61K - $7.25K
|
23.9K
$2.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
92+ 5.02% |
$6.54K - $7.17K
|
1.92K
$167K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 4.5% |
$6.39K - $7.02K
|
2.09K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
88+ 0.19% |
$6.25K - $6.86K
|
47.3K
$4.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
87+ 2.01% |
$6.18K - $6.78K
|
4.41K
$383K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
85+ 8.99% |
$6.04K - $6.63K
|
1.03K
$89.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
85+ 0.78% |
$6.04K - $6.63K
|
11K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
85+ 0.45% |
$6.04K - $6.63K
|
19K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
81+ 17.53% |
$5.76K - $6.31K
|
543
$47.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
75+ 10.84% |
$5.33K - $5.85K
|
767
$66.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
75+ 0.1% |
$5.33K - $5.85K
|
73.9K
$6.41M
|