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
|
Security National Bank
|
BUY
|
- |
100New |
$6.89K - $7.97K
|
100
$9.68K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
100+ 2.67% |
$6.89K - $7.97K
|
3.84K
$372K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
97+ 1.39% |
$6.68K - $7.73K
|
7.1K
$687K
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
95+ 0.16% |
$6.54K - $7.57K
|
60K
$5.81M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
94+ 3.03% |
$6.47K - $7.49K
|
3.2K
$309K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
94New |
$6.47K - $7.49K
|
94
$9.1K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
93New |
$6.4K - $7.41K
|
93
$9K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
90New |
$6.2K - $7.17K
|
90
$8.71K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
87+ 2.31% |
$5.99K - $6.93K
|
3.85K
$372K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
85+ 1.22% |
$5.85K - $6.78K
|
7.07K
$684K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
81New |
$5.58K - $6.46K
|
81
$7.84K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
78+ 1.08% |
$5.37K - $6.22K
|
7.3K
$706K
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
76+ 0.38% |
$5.23K - $6.06K
|
20.1K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
75+ 0.65% |
$5.17K - $5.98K
|
11.6K
$1.12M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 30.49% |
$5.17K - $5.98K
|
321
$31.1K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
73+ 0.48% |
$5.03K - $5.82K
|
15.4K
$1.49M
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
72+ 1.77% |
$4.96K - $5.74K
|
4.14K
$400K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
70+ 0.11% |
$4.82K - $5.58K
|
65.9K
$6.37M
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
67+ 0.4% |
$4.61K - $5.34K
|
17K
$1.64M
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
66+ 0.63% |
$4.55K - $5.26K
|
10.6K
$1.03M
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
66+ 0.2% |
$4.55K - $5.26K
|
32.4K
$3.13M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
61+ 0.64% |
$4.2K - $4.86K
|
9.57K
$926K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
61+ 0.89% |
$4.2K - $4.86K
|
6.93K
$670K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$4.13K - $4.78K
|
60
$5.81K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
59+ 0.44% |
$4.06K - $4.7K
|
13.4K
$1.3M
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
56+ 0.27% |
$3.86K - $4.46K
|
20.6K
$1.99M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 0.35% |
$3.72K - $4.3K
|
15.4K
$1.49M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
54New |
$3.72K - $4.3K
|
54
$5.23K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 1.43% |
$3.51K - $4.07K
|
3.61K
$349K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
51+ 0.06% |
$3.51K - $4.07K
|
87.6K
$8.47M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
50+ 0.66% |
$3.44K - $3.99K
|
7.58K
$733K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.72% |
$3.44K - $3.99K
|
6.99K
$677K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 0.22% |
$3.44K - $3.99K
|
22.7K
$2.2M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48+ 1.5% |
$3.31K - $3.83K
|
3.25K
$314K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 7.69% |
$3.24K - $3.75K
|
658
$63.7K
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
45+ 0.49% |
$3.1K - $3.59K
|
9.15K
$886K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
44+ 0.38% |
$3.03K - $3.51K
|
11.6K
$1.12M
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
44+ 0.78% |
$3.03K - $3.51K
|
5.65K
$547K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
42+ 0.2% |
$2.89K - $3.35K
|
21.2K
$2.05M
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
40+ 0.37% |
$2.75K - $3.19K
|
10.8K
$1.05M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$2.55K - $2.95K
|
37
$3.58K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 2.61% |
$2.48K - $2.87K
|
1.42K
$137K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
36+ 0.78% |
$2.48K - $2.87K
|
4.63K
$448K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$2.41K - $2.79K
|
35
$3.39K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
33+ 41.25% |
$2.27K - $2.63K
|
113
$10.9K
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 35.16% |
$2.2K - $2.55K
|
123
$11.9K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
31+ 0.19% |
$2.13K - $2.47K
|
16.2K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
31+ 19.75% |
$2.13K - $2.47K
|
188
$18.2K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
31+ 5.62% |
$2.13K - $2.47K
|
583
$56.4K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 0.15% |
$2.07K - $2.39K
|
20.5K
$1.98M
|