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 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.06K+ 2.41% |
$295K - $317K
|
87.5K
$14.3M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 1.25% |
$294K - $316K
|
167K
$27.4M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.05K+ 7.87% |
$293K - $315K
|
28.1K
$4.6M
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$293K - $314K
|
2.05K
$335K
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.04K+ 0.98% |
$292K - $313K
|
210K
$34.5M
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.04KNew |
$291K - $313K
|
2.04K
$334K
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
2.02K+ 16.01% |
$289K - $310K
|
14.6K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.01KNew |
$288K - $309K
|
2.01K
$330K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.01K+ 45.83% |
$287K - $308K
|
6.38K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$286K - $307K
|
2K
$328K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2K+ 1.11% |
$286K - $307K
|
182K
$29.8M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.99K+ 1.29% |
$284K - $305K
|
156K
$25.6M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.98K+ 6.78% |
$283K - $304K
|
31.2K
$5.11M
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.97K+ 66.39% |
$282K - $303K
|
4.94K
$809K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.97K+ 4.71% |
$281K - $302K
|
43.8K
$7.17M
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.94KNew |
$278K - $298K
|
1.94K
$318K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.94K+ 0.65% |
$277K - $298K
|
300K
$49.1M
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$274K - $294K
|
1.92K
$314K
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.92KNew |
$274K - $294K
|
1.92K
$314K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.91KNew |
$273K - $294K
|
1.91K
$313K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.9K+ 2.51% |
$272K - $292K
|
77.6K
$12.7M
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.9K+ 35.31% |
$271K - $291K
|
7.27K
$1.19M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.88K+ 6.85% |
$269K - $289K
|
29.4K
$4.81M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.88K+ 13.1% |
$269K - $289K
|
16.3K
$2.66M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.88K+ 1.81% |
$269K - $289K
|
106K
$17.3M
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.88K+ 5.93% |
$269K - $288K
|
33.6K
$5.5M
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 9.4% |
$268K - $288K
|
21.8K
$3.58M
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.87KNew |
$268K - $288K
|
1.87K
$307K
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.86K+ 4.48% |
$266K - $286K
|
43.4K
$7.11M
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.86KNew |
$266K - $285K
|
1.86K
$304K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.86K+ 2.18% |
$265K - $285K
|
87K
$14.2M
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.85K+ 1.02% |
$265K - $284K
|
183K
$30M
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.85KNew |
$265K - $284K
|
1.85K
$303K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.84K+ 98.66% |
$264K - $283K
|
3.71K
$608K
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.82KNew |
$260K - $279K
|
1.82K
$298K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.81K+ 6.89% |
$259K - $278K
|
28.2K
$4.61M
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.81KNew |
$259K - $278K
|
1.81K
$297K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.81K+ 67.83% |
$259K - $278K
|
4.48K
$734K
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$258K - $276K
|
1.8K
$295K
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.8KNew |
$257K - $276K
|
1.8K
$295K
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.79K+ 0.38% |
$256K - $275K
|
469K
$76.8M
|
|
Jan 25, 2024
Q4 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
1.79K+ 9.79% |
$256K - $275K
|
20.1K
$3.29M
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.79K+ 17.05% |
$255K - $274K
|
12.3K
$2.01M
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.78K+ 25.93% |
$254K - $273K
|
8.64K
$1.42M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.77K+ 0.69% |
$253K - $272K
|
258K
$42.2M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.77K+ 12.66% |
$253K - $272K
|
15.7K
$2.58M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.76K+ 11.44% |
$252K - $271K
|
17.2K
$2.81M
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.75KNew |
$250K - $269K
|
1.75K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.73K+ 0.95% |
$247K - $266K
|
184K
$30.1M
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 37.25% |
$247K - $265K
|
6.36K
$1.04M
|