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 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
503+ 1.16% |
$71.9K - $77.2K
|
43.8K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
501+ 6.92% |
$71.6K - $76.9K
|
7.74K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 14.43% |
$71.5K - $76.8K
|
3.96K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
500+ 3.7% |
$71.5K - $76.8K
|
14K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
499+ 0.35% |
$71.4K - $76.6K
|
143K
$24.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
495+ 2.36% |
$70.8K - $76K
|
21.5K
$3.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
495+ 22.29% |
$70.8K - $76K
|
2.72K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
494+ 1.88% |
$70.6K - $75.8K
|
26.7K
$4.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
493+ 3.55% |
$70.5K - $75.7K
|
14.4K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
489+ 3.14% |
$69.9K - $75.1K
|
16.1K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
485+ 29.98% |
$69.4K - $74.5K
|
2.1K
$356K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
480+ 4.8% |
$68.6K - $73.7K
|
10.5K
$1.78M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
480+ 4.8% |
$68.6K - $73.7K
|
10.5K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
478+ 0.85% |
$68.4K - $73.4K
|
57K
$9.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
475+ 33.98% |
$67.9K - $72.9K
|
1.87K
$317K
|
|
|
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
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
470+ 12.83% |
$67.2K - $72.2K
|
4.13K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
470+ 5.11% |
$67.2K - $72.2K
|
9.67K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
463+ 21.47% |
$66.2K - $71.1K
|
2.62K
$444K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
460+ 4.77% |
$65.8K - $70.6K
|
10.1K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
457+ 0.62% |
$65.4K - $70.2K
|
74.5K
$12.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
452+ 5.4% |
$64.6K - $69.4K
|
8.82K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
451+ 0.03% |
$64.5K - $69.2K
|
1.37M
$233M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
448+ 9.84% |
$64.1K - $68.8K
|
5K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
441+ 1.27% |
$63.1K - $67.7K
|
35.1K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
439+ 3.31% |
$62.8K - $67.4K
|
13.7K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
436+ 0.88% |
$62.3K - $66.9K
|
49.9K
$8.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
433New |
$61.9K - $66.5K
|
433
$73.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
432+ 6.36% |
$61.8K - $66.3K
|
7.22K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
429+ 1.26% |
$61.3K - $65.9K
|
34.4K
$5.82M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
427New |
$61.1K - $65.6K
|
427
$72.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
425+ 0.66% |
$60.8K - $65.2K
|
64.8K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
425+ 8.87% |
$60.8K - $65.2K
|
5.22K
$884K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
424+ 1.73% |
$60.6K - $65.1K
|
24.9K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
424New |
$60.6K - $65.1K
|
424
$71.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
421+ 2.05% |
$60.2K - $64.6K
|
21K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
420+ 0.99% |
$60.1K - $64.5K
|
42.7K
$7.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
419+ 2.69% |
$59.9K - $64.3K
|
16K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
414+ 2.93% |
$59.2K - $63.6K
|
14.5K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
414+ 0.44% |
$59.2K - $63.6K
|
94K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
414New |
$59.2K - $63.6K
|
414
$70.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
412+ 5.94% |
$58.9K - $63.3K
|
7.35K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
412+ 3.37% |
$58.9K - $63.3K
|
12.6K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.6% |
$58.2K - $62.5K
|
6.57K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 3.72% |
$58.2K - $62.5K
|
11.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
406+ 16.66% |
$58.1K - $62.3K
|
2.84K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
404+ 0.25% |
$57.8K - $62K
|
162K
$27.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
404+ 0.96% |
$57.8K - $62K
|
42.3K
$7.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
402+ 1.07% |
$57.5K - $61.7K
|
38.1K
$6.46M
|