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 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
22+ 0.24% |
$1.56K - $1.72K
|
9.12K
$802K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21New |
$1.49K - $1.64K
|
21
$1.85K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
20+ 0.03% |
$1.42K - $1.56K
|
70.5K
$6.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 0.01% |
$1.42K - $1.56K
|
149K
$13.1M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 0.01% |
$1.42K - $1.56K
|
149K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
19+ 0.65% |
$1.35K - $1.48K
|
2.93K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
19+ 0.65% |
$1.35K - $1.48K
|
2.92K
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19+ 0.4% |
$1.35K - $1.48K
|
4.76K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.19% |
$1.35K - $1.48K
|
10.1K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.63% |
$1.35K - $1.48K
|
3.04K
$267K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
18+ 0.54% |
$1.28K - $1.4K
|
3.35K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
18+ 0.02% |
$1.28K - $1.4K
|
83.3K
$7.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
16+ 0.24% |
$1.14K - $1.25K
|
6.65K
$585K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 0.52% |
$1.14K - $1.25K
|
3.1K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 1.17% |
$1.14K - $1.25K
|
1.38K
$121K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$1.07K - $1.17K
|
3.1K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.43% |
$1.07K - $1.17K
|
3.5K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 2.34% |
$1.07K - $1.17K
|
655
$57.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13+ 0.23% |
$924 - $1.01K
|
5.59K
$492K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
13New |
$924 - $1.01K
|
13
$1.14K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.34% |
$924 - $1.01K
|
3.86K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.26% |
$924 - $1.01K
|
4.93K
$433K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.11% |
$853 - $936
|
11.3K
$994K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11+ 0.38% |
$782 - $858
|
2.88K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$711 - $780
|
3.6K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.16% |
$711 - $780
|
6.19K
$544K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.54% |
$711 - $780
|
1.87K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10+ 0.24% |
$711 - $780
|
4.11K
$362K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9+ 1.38% |
$639 - $702
|
660
$58K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.28% |
$639 - $702
|
3.25K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$568 - $624
|
8
$703
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7+ 0.11% |
$497 - $546
|
6.47K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.07% |
$426 - $468
|
8.56K
$753K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$355 - $390
|
2.66K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
5+ 0.0% |
$355 - $390
|
163K
$14.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.06% |
$284 - $312
|
7K
$616K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.66% |
$284 - $312
|
611
$53.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$284 - $312
|
8.18K
$719K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.02% |
$284 - $312
|
202
$17.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.85% |
$213 - $234
|
354
$31.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.09% |
$213 - $234
|
3.18K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3+ 0.09% |
$213 - $234
|
3.43K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.26% |
$213 - $234
|
1.14K
$100K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.67% |
$213 - $234
|
451
$39.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.21% |
$142 - $156
|
959
$84.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.04% |
$142 - $156
|
4.53K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.07% |
$142 - $156
|
2.91K
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.72% |
$142 - $156
|
281
$24.7K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$142 - $156
|
5.09K
$448K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$71.1 - $78
|
3.55K
$312K
|