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 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
623+ 4.03% |
$89.1K - $95.6K
|
16.1K
$2.73M
|
|
|
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
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
613+ 7.02% |
$87.7K - $94.1K
|
9.34K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
606+ 5.69% |
$86.7K - $93K
|
11.3K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
602+ 4.63% |
$86.1K - $92.4K
|
13.6K
$2.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
600+ 1.11% |
$85.8K - $92.1K
|
54.5K
$9.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
592+ 13.38% |
$84.7K - $90.9K
|
5.02K
$850K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
592+ 16.0% |
$84.7K - $90.9K
|
4.29K
$727K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
590New |
$84.4K - $90.6K
|
590
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
589+ 2.64% |
$84.2K - $90.4K
|
22.9K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
588+ 38.46% |
$84.1K - $90.3K
|
2.12K
$359K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
585+ 0.56% |
$83.7K - $89.8K
|
105K
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
583+ 3.37% |
$83.4K - $89.5K
|
17.9K
$3.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
581+ 2.23% |
$83.1K - $89.2K
|
26.6K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
580+ 3.07% |
$82.9K - $89K
|
19.5K
$3.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
579+ 27.88% |
$82.8K - $88.9K
|
2.66K
$450K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
579+ 1.15% |
$82.8K - $88.9K
|
50.9K
$8.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
578+ 1.07% |
$82.7K - $88.7K
|
54.8K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
576+ 4.68% |
$82.4K - $88.4K
|
12.9K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
575New |
$82.2K - $88.3K
|
575
$97.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
574+ 3.74% |
$82.1K - $88.1K
|
15.9K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
572+ 14.19% |
$81.8K - $87.8K
|
4.6K
$780K
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
566+ 1.91% |
$80.9K - $86.9K
|
30.1K
$5.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
565+ 6.18% |
$80.8K - $86.7K
|
9.71K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
565+ 1.18% |
$80.8K - $86.7K
|
48.5K
$8.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
563+ 2.39% |
$80.5K - $86.4K
|
24.1K
$4.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
558+ 0.5% |
$79.8K - $85.7K
|
112K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
555+ 12.5% |
$79.4K - $85.2K
|
5K
$846K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
555+ 1.99% |
$79.4K - $85.2K
|
28.5K
$4.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
552+ 5.67% |
$78.9K - $84.7K
|
10.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
549+ 0.7% |
$78.5K - $84.3K
|
79.1K
$13.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
548+ 4.83% |
$78.4K - $84.1K
|
11.9K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
548+ 7.32% |
$78.4K - $84.1K
|
8.03K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
544+ 4.93% |
$77.8K - $83.5K
|
11.6K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
544+ 2.38% |
$77.8K - $83.5K
|
23.4K
$3.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
540+ 1.87% |
$77.2K - $82.9K
|
29.5K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
540+ 2.18% |
$77.2K - $82.9K
|
25.3K
$4.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
534+ 0.82% |
$76.4K - $82K
|
65.7K
$11.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
529+ 3.41% |
$75.6K - $81.2K
|
16.1K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
526+ 5.56% |
$75.2K - $80.8K
|
9.99K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
520+ 0.89% |
$74.4K - $79.8K
|
58.8K
$9.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
519+ 3.96% |
$74.2K - $79.7K
|
13.6K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
518+ 4.45% |
$74.1K - $79.5K
|
12.2K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
518+ 23.56% |
$74.1K - $79.5K
|
2.72K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
516+ 11.87% |
$73.8K - $79.2K
|
4.86K
$824K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
512+ 1.19% |
$73.2K - $78.6K
|
43.5K
$7.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
511+ 2.03% |
$73.1K - $78.4K
|
25.7K
$4.35M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
510New |
$72.9K - $78.3K
|
510
$86.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
508+ 1.53% |
$72.6K - $78K
|
33.6K
$5.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
508+ 2.03% |
$72.6K - $78K
|
25.5K
$4.32M
|