Purchases and Sales Made in Q4 2023 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
193+ 2.95% |
$13.3K - $15.4K
|
6.75K
$653K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
186+ 0.45% |
$12.8K - $14.8K
|
41.5K
$4.01M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
185+ 6.45% |
$12.7K - $14.7K
|
3.06K
$296K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
180New |
$12.4K - $14.3K
|
180
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
175+ 78.13% |
$12.1K - $13.9K
|
399
$38.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
172+ 2.46% |
$11.8K - $13.7K
|
7.17K
$694K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
172+ 1.45% |
$11.8K - $13.7K
|
12K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
168+ 5.25% |
$11.6K - $13.4K
|
3.37K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
168+ 2.09% |
$11.6K - $13.4K
|
8.2K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
165+ 3.09% |
$11.4K - $13.2K
|
5.51K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
165+ 1.11% |
$11.4K - $13.2K
|
15K
$1.45M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
165New |
$11.4K - $13.2K
|
165
$16K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
165+ 14.24% |
$11.4K - $13.2K
|
1.32K
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
157+ 0.69% |
$10.8K - $12.5K
|
22.8K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
156+ 1.87% |
$10.7K - $12.4K
|
8.48K
$821K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 2.93% |
$10.7K - $12.4K
|
5.48K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
155+ 3.26% |
$10.7K - $12.4K
|
4.91K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
155+ 1.95% |
$10.7K - $12.4K
|
8.11K
$785K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 0.56% |
$10.3K - $12K
|
26.9K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150+ 3.62% |
$10.3K - $12K
|
4.3K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
150+ 1.44% |
$10.3K - $12K
|
10.5K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
146+ 3.55% |
$10.1K - $11.6K
|
4.26K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
146+ 56.59% |
$10.1K - $11.6K
|
404
$39.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
145+ 0.95% |
$9.99K - $11.6K
|
15.5K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
145+ 2.59% |
$9.99K - $11.6K
|
5.74K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
144New |
$9.92K - $11.5K
|
144
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
142+ 1.77% |
$9.78K - $11.3K
|
8.16K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
141+ 2.03% |
$9.71K - $11.2K
|
7.09K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
141+ 11.43% |
$9.71K - $11.2K
|
1.38K
$133K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
140+ 2.7% |
$9.64K - $11.2K
|
5.32K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
136+ 0.3% |
$9.37K - $10.8K
|
46K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
134+ 76.57% |
$9.23K - $10.7K
|
309
$29.9K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
132+ 24.0% |
$9.09K - $10.5K
|
682
$66K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
131+ 0.44% |
$9.02K - $10.4K
|
30.2K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
131+ 0.2% |
$9.02K - $10.4K
|
66.3K
$6.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
129+ 0.74% |
$8.88K - $10.3K
|
17.6K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127+ 3.88% |
$8.75K - $10.1K
|
3.4K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
125+ 0.25% |
$8.61K - $9.96K
|
49.3K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
121+ 1.62% |
$8.33K - $9.64K
|
7.57K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
120+ 0.5% |
$8.26K - $9.57K
|
23.9K
$2.31M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
115+ 1.93% |
$7.92K - $9.17K
|
6.07K
$587K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
108+ 48.87% |
$7.44K - $8.61K
|
329
$31.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
107+ 15.95% |
$7.37K - $8.53K
|
778
$75.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
105+ 0.82% |
$7.23K - $8.37K
|
12.9K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
103New |
$7.09K - $8.21K
|
103
$9.97K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
101+ 50.0% |
$6.96K - $8.05K
|
303
$29.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 12.25% |
$6.89K - $7.97K
|
916
$88.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
100+ 2.49% |
$6.89K - $7.97K
|
4.12K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
100+ 1.89% |
$6.89K - $7.97K
|
5.39K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
100+ 27.1% |
$6.89K - $7.97K
|
469
$45.4K
|