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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
72+ 0.08% |
$5.12K - $5.61K
|
88.1K
$8.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
72+ 1.37% |
$5.12K - $5.61K
|
5.32K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
69+ 0.83% |
$4.9K - $5.38K
|
8.43K
$789K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
68+ 0.44% |
$4.83K - $5.3K
|
15.6K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$4.83K - $5.3K
|
68
$6.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
68+ 1.4% |
$4.83K - $5.3K
|
4.93K
$461K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
66+ 0.63% |
$4.69K - $5.15K
|
10.6K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
66New |
$4.69K - $5.15K
|
66
$6.17K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
60+ 0.66% |
$4.26K - $4.68K
|
9.11K
$852K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
56+ 6.21% |
$3.98K - $4.37K
|
958
$89.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
56+ 11.45% |
$3.98K - $4.37K
|
545
$51K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 0.86% |
$3.91K - $4.29K
|
6.43K
$601K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 1.06% |
$3.77K - $4.13K
|
5.08K
$475K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
53+ 2.35% |
$3.77K - $4.13K
|
2.31K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 1.88% |
$3.77K - $4.13K
|
2.87K
$269K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
53+ 0.12% |
$3.77K - $4.13K
|
45K
$4.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
51+ 0.48% |
$3.62K - $3.98K
|
10.6K
$993K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
50+ 1.72% |
$3.55K - $3.9K
|
2.95K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
43+ 1.28% |
$3.06K - $3.35K
|
3.39K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
42+ 0.27% |
$2.98K - $3.27K
|
15.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
41+ 0.51% |
$2.91K - $3.2K
|
8.04K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
41+ 0.38% |
$2.91K - $3.2K
|
10.8K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
40+ 0.83% |
$2.84K - $3.12K
|
4.87K
$455K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.84K - $3.12K
|
8.91K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
39+ 0.55% |
$2.77K - $3.04K
|
7.12K
$666K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$2.7K - $2.96K
|
38
$3.56K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 10.88% |
$2.63K - $2.88K
|
377
$35.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
36+ 0.49% |
$2.56K - $2.81K
|
7.32K
$685K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
36+ 1.17% |
$2.56K - $2.81K
|
3.13K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36+ 4.86% |
$2.56K - $2.81K
|
776
$72.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
34+ 2.2% |
$2.42K - $2.65K
|
1.58K
$148K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
32+ 0.26% |
$2.27K - $2.49K
|
12.1K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
31+ 0.34% |
$2.2K - $2.42K
|
9.21K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 1.48% |
$2.2K - $2.42K
|
2.13K
$199K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 4.43% |
$2.2K - $2.42K
|
731
$68.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.06% |
$2.13K - $2.34K
|
2.86K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
29+ 0.34% |
$2.06K - $2.26K
|
8.6K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
29+ 0.15% |
$2.06K - $2.26K
|
19.2K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
28+ 0.44% |
$1.99K - $2.18K
|
6.44K
$603K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
28+ 0.62% |
$1.99K - $2.18K
|
4.56K
$427K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 0.83% |
$1.92K - $2.1K
|
3.28K
$307K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
27+ 0.47% |
$1.92K - $2.1K
|
5.83K
$545K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$1.85K - $2.03K
|
7.63K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
26+ 0.64% |
$1.85K - $2.03K
|
4.08K
$381K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 0.63% |
$1.85K - $2.03K
|
4.15K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
26+ 0.47% |
$1.85K - $2.03K
|
5.61K
$525K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25+ 0.49% |
$1.78K - $1.95K
|
5.18K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
23+ 0.53% |
$1.63K - $1.79K
|
4.38K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
22+ 0.24% |
$1.56K - $1.72K
|
9.12K
$853K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21New |
$1.49K - $1.64K
|
21
$1.96K
|