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 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
9+ 0.11% |
$620 - $717
|
8.45K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8+ 0.11% |
$551 - $638
|
7.47K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8+ 0.23% |
$551 - $638
|
3.44K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.86% |
$482 - $558
|
384
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.18% |
$482 - $558
|
3.86K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
6+ 2.33% |
$413 - $478
|
263
$22.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$344 - $399
|
8.57K
$737K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.13% |
$344 - $399
|
3.81K
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.12% |
$275 - $319
|
3.26K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.65% |
$275 - $319
|
615
$52.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$275 - $319
|
4.06K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.12% |
$275 - $319
|
3.35K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4+ 0.08% |
$275 - $319
|
5.24K
$451K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.35% |
$275 - $319
|
1.14K
$98.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.07% |
$207 - $239
|
4.53K
$390K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.53% |
$207 - $239
|
572
$49.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.09% |
$207 - $239
|
3.43K
$295K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.04% |
$207 - $239
|
8.32K
$716K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$207 - $239
|
15.6K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$207 - $239
|
19K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.3% |
$207 - $239
|
988
$85K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$207 - $239
|
1.99K
$171K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$138 - $159
|
12.5K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$138 - $159
|
8.93K
$769K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.18K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.71% |
$138 - $159
|
283
$24.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.43K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.56% |
$138 - $159
|
356
$30.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.06% |
$138 - $159
|
3.36K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$138 - $159
|
5.1K
$438K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 13.33% |
$138 - $159
|
17
$1.46K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.56% |
$138 - $159
|
356
$30.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.44% |
$138 - $159
|
453
$39K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$68.9 - $79.7
|
10.9K
$936K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$68.9 - $79.7
|
213
$18.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.01% |
$68.9 - $79.7
|
12.8K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68.9 - $79.7
|
3.55K
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.83% |
$68.9 - $79.7
|
122
$10.5K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.72% |
$68.9 - $79.7
|
139
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.15% |
$68.9 - $79.7
|
656
$56.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$68.9 - $79.7
|
802
$69K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 12.5% |
$68.9 - $79.7
|
9
$774
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.64% |
$68.9 - $79.7
|
62
$5.33K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$68.9 - $79.7
|
27.9K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$68.9 - $79.7
|
4.23K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.02% |
$68.9 - $79.7
|
5.55K
$477K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 0.13% |
$68.9 - $79.7
|
793
$68.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1- 0.01% |
$68.9 - $79.7
|
8K
$688K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.07% |
$68.9 - $79.7
|
1.46K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.32% |
$68.9 - $79.7
|
310
$26.7K
|