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 |
---|---|---|---|---|---|---|---|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
555+ 1.99% |
$79.4K - $85.2K
|
28.5K
$4.79M
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
552+ 5.67% |
$78.9K - $84.7K
|
10.3K
$1.73M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
549+ 0.7% |
$78.5K - $84.3K
|
79.1K
$13.3M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
548+ 4.83% |
$78.4K - $84.1K
|
11.9K
$2M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
548+ 7.32% |
$78.4K - $84.1K
|
8.03K
$1.35M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
544+ 4.93% |
$77.8K - $83.5K
|
11.6K
$1.95M
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
544+ 2.38% |
$77.8K - $83.5K
|
23.4K
$3.94M
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
540+ 1.87% |
$77.2K - $82.9K
|
29.5K
$4.95M
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
540+ 2.18% |
$77.2K - $82.9K
|
25.3K
$4.25M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
534+ 0.82% |
$76.4K - $82K
|
65.7K
$11M
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
529+ 3.41% |
$75.6K - $81.2K
|
16.1K
$2.7M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
526+ 5.56% |
$75.2K - $80.8K
|
9.99K
$1.68M
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
520+ 0.89% |
$74.4K - $79.8K
|
58.8K
$9.87M
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
519+ 3.96% |
$74.2K - $79.7K
|
13.6K
$2.29M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
518+ 4.45% |
$74.1K - $79.5K
|
12.2K
$2.04M
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
518+ 23.56% |
$74.1K - $79.5K
|
2.72K
$456K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
516+ 11.87% |
$73.8K - $79.2K
|
4.86K
$817K
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
512+ 1.19% |
$73.2K - $78.6K
|
43.5K
$7.3M
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
511+ 2.03% |
$73.1K - $78.4K
|
25.7K
$4.31M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
510New |
$72.9K - $78.3K
|
510
$85.7K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
508+ 1.53% |
$72.6K - $78K
|
33.6K
$5.65M
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
508+ 2.03% |
$72.6K - $78K
|
25.5K
$4.28M
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
503+ 1.16% |
$71.9K - $77.2K
|
43.8K
$7.36M
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
501+ 6.92% |
$71.6K - $76.9K
|
7.74K
$1.3M
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 14.43% |
$71.5K - $76.8K
|
3.96K
$666K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
500+ 3.7% |
$71.5K - $76.8K
|
14K
$2.35M
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
499+ 0.35% |
$71.4K - $76.6K
|
143K
$24M
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
495+ 2.36% |
$70.8K - $76K
|
21.5K
$3.61M
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
495+ 22.29% |
$70.8K - $76K
|
2.72K
$456K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
494+ 1.88% |
$70.6K - $75.8K
|
26.7K
$4.49M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
493+ 3.55% |
$70.5K - $75.7K
|
14.4K
$2.41M
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
489+ 3.14% |
$69.9K - $75.1K
|
16.1K
$2.7M
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
485+ 29.98% |
$69.4K - $74.5K
|
2.1K
$353K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
480+ 4.8% |
$68.6K - $73.7K
|
10.5K
$1.76M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
480+ 4.8% |
$68.6K - $73.7K
|
10.5K
$1.76M
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
478+ 0.85% |
$68.4K - $73.4K
|
57K
$9.57M
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
475+ 33.98% |
$67.9K - $72.9K
|
1.87K
$315K
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
475+ 0.78% |
$67.9K - $72.9K
|
61.7K
$10.4M
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
470+ 2.66% |
$67.2K - $72.2K
|
18.1K
$3.04M
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
470+ 12.83% |
$67.2K - $72.2K
|
4.13K
$694K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
470+ 5.11% |
$67.2K - $72.2K
|
9.67K
$1.62M
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
463+ 21.47% |
$66.2K - $71.1K
|
2.62K
$440K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
460+ 4.77% |
$65.8K - $70.6K
|
10.1K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
457+ 0.62% |
$65.4K - $70.2K
|
74.5K
$12.5M
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
452+ 5.4% |
$64.6K - $69.4K
|
8.82K
$1.48M
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
451+ 0.03% |
$64.5K - $69.2K
|
1.37M
$231M
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
448+ 9.84% |
$64.1K - $68.8K
|
5K
$840K
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
441+ 1.27% |
$63.1K - $67.7K
|
35.1K
$5.89M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
439+ 3.31% |
$62.8K - $67.4K
|
13.7K
$2.3M
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
436+ 0.88% |
$62.3K - $66.9K
|
49.9K
$8.38M
|