Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.58K+ 64.49% |
$511K - $549K
|
9.12K
$1.49M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.57K+ 2.45% |
$511K - $549K
|
149K
$24.5M
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 7.06% |
$507K - $545K
|
53.8K
$8.82M
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.54K+ 108.88% |
$507K - $544K
|
6.8K
$1.11M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.52K+ 10.25% |
$504K - $541K
|
37.9K
$6.21M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.51K+ 40.87% |
$502K - $539K
|
12.1K
$1.98M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.51K+ 0.29% |
$502K - $539K
|
1.2M
$196M
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.51KNew |
$502K - $539K
|
3.51K
$575K
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
3.5KNew |
$500K - $537K
|
3.5K
$573K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.48K+ 3.15% |
$498K - $535K
|
114K
$18.7M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.48KNew |
$497K - $534K
|
3.48K
$570K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.46K+ 0.24% |
$495K - $532K
|
1.48M
$242M
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.46K+ 20.85% |
$494K - $531K
|
20K
$3.28M
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.45K+ 11.49% |
$494K - $530K
|
33.5K
$5.49M
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.45K+ 4.43% |
$493K - $529K
|
81.2K
$13.3M
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.45K+ 12.61% |
$493K - $529K
|
30.8K
$5.04M
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.44K+ 84.37% |
$492K - $528K
|
7.52K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
3.42KNew |
$489K - $525K
|
3.42K
$561K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.4K+ 31.41% |
$486K - $522K
|
14.2K
$2.33M
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.39K+ 7.05% |
$485K - $521K
|
51.5K
$8.44M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.39KNew |
$485K - $521K
|
3.39K
$556K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.38K+ 1.76% |
$483K - $519K
|
195K
$32M
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
3.36K+ 4.05% |
$481K - $516K
|
86.3K
$14.1M
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
3.35K+ 1.06% |
$479K - $515K
|
320K
$52.5M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3.31KNew |
$474K - $508K
|
3.31K
$543K
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.27K+ 91.05% |
$468K - $503K
|
6.87K
$1.13M
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.27KNew |
$468K - $502K
|
3.27K
$536K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.27KNew |
$468K - $502K
|
3.27K
$536K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
3.26K+ 14.88% |
$466K - $501K
|
25.2K
$4.13M
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.25KNew |
$465K - $499K
|
3.25K
$533K
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.2K+ 14.4% |
$458K - $492K
|
25.4K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.19K+ 11.41% |
$456K - $490K
|
31.2K
$5.11M
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.17KNew |
$453K - $487K
|
3.17K
$520K
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.16KNew |
$452K - $486K
|
3.16K
$519K
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
3.15K+ 11.05% |
$450K - $484K
|
31.7K
$5.19M
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3.14KNew |
$449K - $482K
|
3.14K
$514K
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
3.11K+ 10.57% |
$445K - $478K
|
32.6K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.09K+ 1.17% |
$442K - $475K
|
268K
$43.9M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.08KNew |
$440K - $472K
|
3.08K
$504K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.04K+ 1.99% |
$434K - $466K
|
156K
$25.5M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.02K+ 30.68% |
$431K - $463K
|
12.8K
$2.1M
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.01K+ 34.15% |
$431K - $462K
|
11.8K
$1.94M
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$429K - $461K
|
3K
$492K
|
|
Feb 08, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
3KNew |
$429K - $461K
|
3K
$492K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.98KNew |
$426K - $457K
|
2.98K
$488K
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.98K+ 10628.57% |
$426K - $457K
|
3K
$492K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.97K+ 2.4% |
$424K - $456K
|
127K
$20.8M
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.96K+ 4.74% |
$424K - $455K
|
65.4K
$10.7M
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.96K+ 23.24% |
$423K - $454K
|
15.7K
$2.57M
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.95K+ 5.33% |
$422K - $453K
|
58.4K
$9.57M
|