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 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.46KNew |
$208K - $224K
|
1.46K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.45K+ 5.44% |
$207K - $222K
|
28K
$4.67M
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.44KNew |
$205K - $220K
|
1.44K
$239K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.43K+ 5.04% |
$204K - $220K
|
29.8K
$4.96M
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.43K+ 6.6% |
$204K - $219K
|
23.1K
$3.84M
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.42KNew |
$203K - $218K
|
1.42K
$237K
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $217K
|
1.42K
$236K
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.4KNew |
$200K - $214K
|
1.4K
$232K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 9.58% |
$198K - $212K
|
15.8K
$2.63M
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.38KNew |
$197K - $212K
|
1.38K
$230K
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$197K - $211K
|
1.38K
$229K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$196K - $211K
|
1.37K
$229K
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.37KNew |
$196K - $210K
|
1.37K
$228K
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$228K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$227K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.36K+ 2.1% |
$195K - $209K
|
66.1K
$11M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.36K+ 13.53% |
$195K - $209K
|
11.4K
$1.9M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.35K+ 2.29% |
$192K - $207K
|
60.1K
$10M
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.34K+ 12.47% |
$191K - $206K
|
12.1K
$2.01M
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.33K+ 67.75% |
$190K - $204K
|
3.29K
$548K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 0.61% |
$188K - $202K
|
216K
$36M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.31K+ 17.79% |
$187K - $201K
|
8.67K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.3K+ 1.76% |
$185K - $199K
|
75.1K
$12.5M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.29K+ 7.86% |
$184K - $198K
|
17.7K
$2.94M
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27KNew |
$182K - $195K
|
1.27K
$212K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.27K+ 4.08% |
$181K - $195K
|
32.4K
$5.39M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.26K+ 10.9% |
$180K - $193K
|
12.8K
$2.13M
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.25K+ 9.79% |
$179K - $192K
|
14K
$2.33M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$178K - $191K
|
1.25K
$207K
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 34.24% |
$178K - $191K
|
4.88K
$813K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 4.85% |
$177K - $191K
|
26.8K
$4.47M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.24K+ 7.74% |
$177K - $190K
|
17.2K
$2.87M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.24K+ 3.34% |
$177K - $190K
|
38.3K
$6.37M
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.23K+ 29.08% |
$175K - $188K
|
5.44K
$906K
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.22K+ 13.83% |
$174K - $187K
|
10K
$1.67M
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.22K+ 12.06% |
$174K - $187K
|
11.3K
$1.89M
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.22K+ 5.93% |
$174K - $187K
|
21.8K
$3.63M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.21K+ 19.17% |
$173K - $186K
|
7.52K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.21K+ 1.13% |
$173K - $185K
|
108K
$18M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.21K+ 7.19% |
$173K - $185K
|
18K
$3M
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.21K+ 1.04% |
$173K - $185K
|
118K
$19.6M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.2K+ 0.64% |
$172K - $185K
|
189K
$31.4M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.2K+ 21.77% |
$172K - $184K
|
6.72K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.19K+ 28.26% |
$170K - $182K
|
5.39K
$897K
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.18K+ 0.8% |
$169K - $181K
|
149K
$24.8M
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.17K+ 4.32% |
$167K - $179K
|
28.1K
$4.69M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.15K+ 0.82% |
$164K - $176K
|
141K
$23.6M
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.13K+ 6.3% |
$162K - $174K
|
19.1K
$3.18M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.13K+ 12.37% |
$161K - $173K
|
10.2K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.13K+ 9.49% |
$161K - $173K
|
13K
$2.16M
|