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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.25KNew |
$465K - $499K
|
3.25K
$551K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.2K+ 14.4% |
$458K - $492K
|
25.4K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.19K+ 11.41% |
$456K - $490K
|
31.2K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.17KNew |
$453K - $487K
|
3.17K
$537K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.16KNew |
$452K - $486K
|
3.16K
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
3.15K+ 11.05% |
$450K - $484K
|
31.7K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3.14KNew |
$449K - $482K
|
3.14K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
3.11K+ 10.57% |
$445K - $478K
|
32.6K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.09K+ 1.17% |
$442K - $475K
|
268K
$45.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.08KNew |
$440K - $472K
|
3.08K
$521K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.04K+ 1.99% |
$434K - $466K
|
156K
$26.3M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$433K - $465K
|
3.03K
$513K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.02K+ 30.68% |
$431K - $463K
|
12.8K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.01K+ 34.15% |
$431K - $462K
|
11.8K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$429K - $461K
|
3K
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
3KNew |
$429K - $461K
|
3K
$508K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.98KNew |
$426K - $457K
|
2.98K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.98K+ 10628.57% |
$426K - $457K
|
3K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.97K+ 2.4% |
$424K - $456K
|
127K
$21.5M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.96K+ 4.74% |
$424K - $455K
|
65.4K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.96K+ 23.24% |
$423K - $454K
|
15.7K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.95K+ 5.33% |
$422K - $453K
|
58.4K
$9.9M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.94KNew |
$421K - $452K
|
2.94K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.94K+ 102.51% |
$420K - $451K
|
5.8K
$983K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.93K+ 22.84% |
$419K - $450K
|
15.8K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.91KNew |
$416K - $446K
|
2.91K
$492K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.9K+ 26.23% |
$415K - $445K
|
14K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2.89K+ 74.17% |
$413K - $444K
|
6.78K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.89K+ 12.38% |
$413K - $443K
|
26.2K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.88K+ 9.42% |
$412K - $442K
|
33.4K
$5.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.87K+ 5.41% |
$410K - $440K
|
55.9K
$9.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.86K+ 178.61% |
$408K - $438K
|
4.46K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.85K+ 3.84% |
$407K - $437K
|
77K
$13M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.83K+ 26.04% |
$404K - $434K
|
13.7K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2.82KNew |
$403K - $433K
|
2.82K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.79K+ 11.75% |
$399K - $428K
|
26.5K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.78KNew |
$398K - $427K
|
2.78K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.77K+ 6.55% |
$396K - $425K
|
45K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.76K+ 14.43% |
$394K - $423K
|
21.9K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.75KNew |
$393K - $421K
|
2.75K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.75K+ 8.92% |
$393K - $421K
|
33.5K
$5.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.74K+ 22.29% |
$391K - $420K
|
15K
$2.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.73K+ 175.87% |
$391K - $420K
|
4.29K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.73KNew |
$391K - $420K
|
2.73K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.73KNew |
$390K - $418K
|
2.73K
$462K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.72K+ 3.99% |
$389K - $418K
|
70.9K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72K+ 1.82% |
$389K - $418K
|
153K
$25.9M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.72KNew |
$389K - $417K
|
2.72K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.7K+ 17.93% |
$386K - $415K
|
17.8K
$3.01M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.7KNew |
$386K - $414K
|
2.7K
$457K
|