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 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.72KNew |
$246K - $264K
|
1.72K
$282K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.72KNew |
$246K - $264K
|
1.72K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.71KNew |
$245K - $263K
|
1.71K
$281K
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.71KNew |
$244K - $262K
|
1.71K
$280K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.7KNew |
$243K - $261K
|
1.7K
$279K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.69K+ 3.16% |
$242K - $259K
|
55.1K
$9.03M
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.69K+ 8.9% |
$242K - $259K
|
20.7K
$3.39M
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.68K+ 21.52% |
$241K - $259K
|
9.51K
$1.56M
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.68KNew |
$240K - $258K
|
1.68K
$275K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.67K+ 3.3% |
$239K - $257K
|
52.3K
$8.57M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.66K+ 5.73% |
$238K - $255K
|
30.7K
$5.03M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.66KNew |
$238K - $255K
|
1.66K
$272K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 3.96% |
$238K - $255K
|
43.6K
$7.14M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.66K+ 2.91% |
$237K - $255K
|
58.7K
$9.62M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.66KNew |
$237K - $254K
|
1.66K
$271K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.65K+ 1.29% |
$237K - $254K
|
130K
$21.2M
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.65KNew |
$236K - $253K
|
1.65K
$270K
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.65KNew |
$235K - $253K
|
1.65K
$270K
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 22.4% |
$235K - $252K
|
8.98K
$1.47M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.64KNew |
$234K - $251K
|
1.64K
$268K
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.63K+ 3.4% |
$233K - $250K
|
49.4K
$8.09M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 3.4% |
$231K - $248K
|
49.2K
$8.06M
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.61K+ 4.46% |
$231K - $248K
|
37.8K
$6.18M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.61KNew |
$230K - $247K
|
1.61K
$264K
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.61K+ 4.76% |
$230K - $247K
|
35.4K
$5.8M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.61KNew |
$230K - $247K
|
1.61K
$263K
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 6.77% |
$229K - $246K
|
25.3K
$4.14M
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.59KNew |
$228K - $244K
|
1.59K
$261K
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$227K - $244K
|
1.59K
$260K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.58K+ 12.09% |
$226K - $242K
|
14.6K
$2.4M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.58K+ 7.71% |
$226K - $242K
|
22K
$3.61M
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.58K+ 16.53% |
$225K - $242K
|
11.1K
$1.82M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2.8% |
$225K - $242K
|
57.9K
$9.48M
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.56KNew |
$223K - $240K
|
1.56K
$256K
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.55KNew |
$222K - $238K
|
1.55K
$254K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.54K+ 48.5% |
$220K - $236K
|
4.72K
$772K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.53K+ 11.08% |
$219K - $235K
|
15.3K
$2.51M
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.53K+ 16.7% |
$219K - $235K
|
10.7K
$1.75M
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.53K+ 4.69% |
$218K - $234K
|
34K
$5.57M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.52K+ 3.91% |
$217K - $233K
|
40.4K
$6.61M
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1.52K+ 4.22% |
$217K - $233K
|
37.5K
$6.14M
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.51KNew |
$216K - $232K
|
1.51K
$247K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.51K+ 46.35% |
$215K - $231K
|
4.76K
$779K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 9.29% |
$213K - $229K
|
17.5K
$2.87M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.49KNew |
$212K - $228K
|
1.49K
$243K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.48K+ 15.11% |
$212K - $228K
|
11.3K
$1.85M
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.48K+ 0.97% |
$212K - $227K
|
154K
$25.3M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.47K+ 41.81% |
$210K - $226K
|
4.99K
$817K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46K+ 4.21% |
$209K - $225K
|
36.2K
$5.93M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.46K+ 0.91% |
$209K - $225K
|
163K
$26.7M
|