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 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
693+ 31.75% |
$99.1K - $106K
|
2.88K
$479K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
691+ 14.48% |
$98.8K - $106K
|
5.46K
$910K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
690+ 2.87% |
$98.7K - $106K
|
24.8K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
690+ 2.65% |
$98.7K - $106K
|
26.7K
$4.45M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
688+ 5.36% |
$98.4K - $106K
|
13.5K
$2.25M
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
684+ 18.56% |
$97.8K - $105K
|
4.37K
$728K
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
683+ 15.36% |
$97.7K - $105K
|
5.13K
$854K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
681+ 6.6% |
$97.4K - $105K
|
11K
$1.83M
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
678+ 28.75% |
$97K - $104K
|
3.04K
$506K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
672+ 1.21% |
$96.1K - $103K
|
56.1K
$9.35M
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
669+ 3.23% |
$95.7K - $103K
|
21.4K
$3.56M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
664+ 20.21% |
$95K - $102K
|
3.95K
$658K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
658+ 14.04% |
$94.1K - $101K
|
5.34K
$890K
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
658+ 0.07% |
$94.1K - $101K
|
887K
$148M
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
656+ 2.2% |
$93.8K - $101K
|
30.5K
$5.07M
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
651+ 1.04% |
$93.1K - $99.9K
|
63.5K
$10.6M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
648New |
$92.7K - $99.5K
|
648
$108K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
643+ 20.54% |
$91.9K - $98.7K
|
3.77K
$628K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
633+ 3.64% |
$90.5K - $97.2K
|
18K
$3M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
632+ 3.22% |
$90.4K - $97K
|
20.3K
$3.38M
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
632+ 2.58% |
$90.4K - $97K
|
25.1K
$4.18M
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
626+ 8.69% |
$89.5K - $96.1K
|
7.83K
$1.3M
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
623+ 4.03% |
$89.1K - $95.6K
|
16.1K
$2.68M
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
621+ 2.07% |
$88.8K - $95.3K
|
30.6K
$5.1M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
613+ 7.02% |
$87.7K - $94.1K
|
9.34K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
606+ 5.69% |
$86.7K - $93K
|
11.3K
$1.87M
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
602+ 4.63% |
$86.1K - $92.4K
|
13.6K
$2.27M
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
600+ 1.11% |
$85.8K - $92.1K
|
54.5K
$9.07M
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
592+ 13.38% |
$84.7K - $90.9K
|
5.02K
$836K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
592+ 16.0% |
$84.7K - $90.9K
|
4.29K
$715K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
590New |
$84.4K - $90.6K
|
590
$98.2K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
589+ 2.64% |
$84.2K - $90.4K
|
22.9K
$3.81M
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
588+ 38.46% |
$84.1K - $90.3K
|
2.12K
$353K
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
585+ 0.56% |
$83.7K - $89.8K
|
105K
$17.4M
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
583+ 3.37% |
$83.4K - $89.5K
|
17.9K
$2.98M
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
581+ 2.23% |
$83.1K - $89.2K
|
26.6K
$4.43M
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
580+ 3.07% |
$82.9K - $89K
|
19.5K
$3.25M
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
579+ 27.88% |
$82.8K - $88.9K
|
2.66K
$442K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
579+ 1.15% |
$82.8K - $88.9K
|
50.9K
$8.47M
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
578+ 1.07% |
$82.7K - $88.7K
|
54.8K
$9.13M
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
576+ 4.68% |
$82.4K - $88.4K
|
12.9K
$2.14M
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
575New |
$82.2K - $88.3K
|
575
$95.7K
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
574+ 3.74% |
$82.1K - $88.1K
|
15.9K
$2.65M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
572+ 14.19% |
$81.8K - $87.8K
|
4.6K
$766K
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
566+ 1.91% |
$80.9K - $86.9K
|
30.1K
$5.02M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
565+ 6.18% |
$80.8K - $86.7K
|
9.71K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
565+ 1.18% |
$80.8K - $86.7K
|
48.5K
$8.08M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
563+ 2.39% |
$80.5K - $86.4K
|
24.1K
$4.02M
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
558+ 0.5% |
$79.8K - $85.7K
|
112K
$18.6M
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
555+ 12.5% |
$79.4K - $85.2K
|
5K
$832K
|