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 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.6K+ 136.84% |
$372K - $399K
|
4.5K
$779K
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.59K+ 66.53% |
$370K - $397K
|
6.48K
$1.12M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.58K+ 11.14% |
$369K - $396K
|
25.8K
$4.46M
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.57KNew |
$367K - $394K
|
2.57K
$445K
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.57KNew |
$367K - $394K
|
2.57K
$444K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$365K - $392K
|
2.55K
$442K
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.55K+ 5.73% |
$365K - $391K
|
47K
$8.15M
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.55K+ 599.06% |
$364K - $391K
|
2.97K
$514K
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.54K+ 30.35% |
$364K - $390K
|
10.9K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$363K - $390K
|
2.54K
$439K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$363K - $389K
|
2.54K
$439K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.53KNew |
$362K - $388K
|
2.53K
$438K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.52K+ 3.31% |
$361K - $387K
|
78.8K
$13.6M
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$358K - $384K
|
2.5K
$433K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 0.62% |
$358K - $384K
|
408K
$70.7M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.5KNew |
$357K - $383K
|
2.5K
$432K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.48K+ 0.2% |
$354K - $380K
|
1.24M
$214M
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.45KNew |
$350K - $376K
|
2.45K
$424K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.44KNew |
$349K - $374K
|
2.44K
$422K
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.43K+ 12.69% |
$347K - $373K
|
21.6K
$3.73M
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.42K+ 4.95% |
$345K - $371K
|
51.2K
$8.87M
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.41K+ 5.16% |
$345K - $370K
|
49.2K
$8.51M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.41K+ 6.56% |
$345K - $370K
|
39.1K
$6.78M
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.41K+ 2.03% |
$344K - $370K
|
121K
$20.9M
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.39K+ 2.05% |
$342K - $368K
|
119K
$20.6M
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.38K+ 0.08% |
$340K - $365K
|
2.98M
$515M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.37KNew |
$338K - $363K
|
2.37K
$410K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.35K+ 2.61% |
$336K - $361K
|
92.5K
$16M
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.34K+ 12.71% |
$334K - $359K
|
20.7K
$3.59M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.32K+ 17.15% |
$332K - $357K
|
15.9K
$2.75M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.32K+ 23.51% |
$332K - $357K
|
12.2K
$2.11M
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
2.32K+ 27.1% |
$331K - $356K
|
10.9K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.32K+ 167.1% |
$331K - $356K
|
3.7K
$641K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.31K+ 2.34% |
$330K - $354K
|
101K
$17.4M
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.3K+ 0.63% |
$329K - $353K
|
369K
$63.9M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.3KNew |
$329K - $353K
|
2.3K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.29K+ 7.31% |
$328K - $352K
|
33.6K
$5.82M
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.29K+ 19.07% |
$327K - $351K
|
14.3K
$2.47M
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.29K+ 2.03% |
$327K - $351K
|
115K
$19.9M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.28K+ 31.05% |
$326K - $350K
|
9.63K
$1.67M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.28K+ 59.14% |
$326K - $350K
|
6.14K
$1.06M
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.28K+ 10.08% |
$326K - $350K
|
24.9K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.27K+ 3.39% |
$324K - $348K
|
69K
$12M
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.27KNew |
$324K - $348K
|
2.27K
$392K
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.25K+ 16.2% |
$322K - $345K
|
16.1K
$2.79M
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.24KNew |
$320K - $343K
|
2.24K
$387K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.23K+ 11.69% |
$318K - $342K
|
21.3K
$3.68M
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.2KNew |
$314K - $338K
|
2.2K
$381K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.2K+ 75.33% |
$314K - $337K
|
5.11K
$885K
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.18K+ 1.87% |
$312K - $335K
|
119K
$20.6M
|