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 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.12K+ 0.46% |
$160K - $172K
|
243K
$40.4M
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.12K+ 61.14% |
$160K - $171K
|
2.94K
$490K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.11K+ 0.97% |
$158K - $170K
|
116K
$19.3M
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.1K+ 33.57% |
$158K - $169K
|
4.39K
$731K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 5.1% |
$158K - $169K
|
22.7K
$3.78M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.1KNew |
$158K - $169K
|
1.1K
$184K
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.1K+ 40.55% |
$157K - $169K
|
3.81K
$634K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.1K+ 13.02% |
$157K - $169K
|
9.53K
$1.59M
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.1K+ 45.03% |
$157K - $168K
|
3.53K
$588K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.09KNew |
$156K - $167K
|
1.09K
$182K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.09K+ 35.5% |
$156K - $167K
|
4.15K
$692K
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.08K+ 8.95% |
$154K - $166K
|
13.1K
$2.19M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.07K+ 14.44% |
$154K - $165K
|
8.51K
$1.42M
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.07K+ 1.23% |
$153K - $164K
|
88.1K
$14.7M
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.06K+ 12.33% |
$152K - $163K
|
9.69K
$1.61M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.05KNew |
$151K - $162K
|
1.05K
$175K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.05K+ 2.05% |
$150K - $161K
|
52.2K
$8.68M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.45% |
$149K - $160K
|
233K
$38.9M
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 19.09% |
$148K - $158K
|
6.44K
$1.07M
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
1.03K+ 19.77% |
$147K - $158K
|
6.25K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.03K+ 23.54% |
$147K - $158K
|
5.39K
$898K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.02K+ 3.61% |
$146K - $157K
|
29.4K
$4.89M
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.02K+ 14.57% |
$146K - $157K
|
8.04K
$1.34M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
993+ 5.24% |
$142K - $152K
|
19.9K
$3.32M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
981+ 7.7% |
$140K - $151K
|
13.7K
$2.28M
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
979+ 9.29% |
$140K - $150K
|
11.5K
$1.92M
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
970+ 7.07% |
$139K - $149K
|
14.7K
$2.45M
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
968New |
$138K - $149K
|
968
$161K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
967+ 0.56% |
$138K - $148K
|
175K
$29.2M
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
959New |
$137K - $147K
|
959
$160K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
958+ 0.77% |
$137K - $147K
|
125K
$20.8M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
952+ 0.53% |
$136K - $146K
|
181K
$30.1M
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
950+ 19.98% |
$136K - $146K
|
5.71K
$950K
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
944+ 1.39% |
$135K - $145K
|
68.8K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
944+ 1.93% |
$135K - $145K
|
49.9K
$8.31M
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
937+ 2.5% |
$134K - $144K
|
38.4K
$6.39M
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
935+ 3.03% |
$134K - $144K
|
31.8K
$5.3M
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
931+ 11.58% |
$133K - $143K
|
8.97K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
926+ 1.04% |
$132K - $142K
|
90.1K
$15M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
925+ 13.95% |
$132K - $142K
|
7.56K
$1.26M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
919+ 2.49% |
$131K - $141K
|
37.8K
$6.29M
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
918+ 15.09% |
$131K - $141K
|
7K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
914+ 36.56% |
$131K - $140K
|
3.41K
$568K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
914+ 19.18% |
$131K - $140K
|
5.68K
$946K
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
909+ 1.09% |
$130K - $140K
|
84.5K
$14.1M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
902+ 1.42% |
$129K - $138K
|
64.5K
$10.7M
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
900+ 15.5% |
$129K - $138K
|
6.71K
$1.12M
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
899+ 2.14% |
$129K - $138K
|
42.8K
$7.13M
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
896+ 2.06% |
$128K - $138K
|
44.4K
$7.39M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
894New |
$128K - $137K
|
894
$149K
|