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 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
433New |
$61.9K - $66.5K
|
433
$72.7K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
432+ 6.36% |
$61.8K - $66.3K
|
7.22K
$1.21M
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
429+ 1.26% |
$61.3K - $65.9K
|
34.4K
$5.77M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
427New |
$61.1K - $65.6K
|
427
$71.7K
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
425+ 0.66% |
$60.8K - $65.2K
|
64.8K
$10.9M
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
425+ 8.87% |
$60.8K - $65.2K
|
5.22K
$876K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
424+ 1.73% |
$60.6K - $65.1K
|
24.9K
$4.18M
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
424New |
$60.6K - $65.1K
|
424
$71.2K
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
421+ 2.05% |
$60.2K - $64.6K
|
21K
$3.53M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
420+ 0.99% |
$60.1K - $64.5K
|
42.7K
$7.17M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
419+ 2.69% |
$59.9K - $64.3K
|
16K
$2.69M
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
414+ 2.93% |
$59.2K - $63.6K
|
14.5K
$2.44M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
414+ 0.44% |
$59.2K - $63.6K
|
94K
$15.8M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
414New |
$59.2K - $63.6K
|
414
$69.5K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
412+ 5.94% |
$58.9K - $63.3K
|
7.35K
$1.23M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
412+ 3.37% |
$58.9K - $63.3K
|
12.6K
$2.12M
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.6% |
$58.2K - $62.5K
|
6.57K
$1.1M
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
407+ 3.72% |
$58.2K - $62.5K
|
11.4K
$1.91M
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
406+ 16.66% |
$58.1K - $62.3K
|
2.84K
$478K
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
404+ 0.25% |
$57.8K - $62K
|
162K
$27.2M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
404+ 0.96% |
$57.8K - $62K
|
42.3K
$7.11M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
402+ 1.07% |
$57.5K - $61.7K
|
38.1K
$6.4M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
400+ 6.88% |
$57.2K - $61.4K
|
6.21K
$1.04M
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 15.72% |
$57.2K - $61.4K
|
2.94K
$494K
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
397+ 26.77% |
$56.8K - $60.9K
|
1.88K
$316K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
396+ 14.79% |
$56.6K - $60.8K
|
3.07K
$516K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
396New |
$56.6K - $60.8K
|
396
$66.5K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
392+ 1.65% |
$56.1K - $60.2K
|
24.1K
$4.05M
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
389+ 3.59% |
$55.6K - $59.7K
|
11.2K
$1.89M
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
389+ 7.41% |
$55.6K - $59.7K
|
5.64K
$947K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
387New |
$55.3K - $59.4K
|
387
$65K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
387+ 8.14% |
$55.3K - $59.4K
|
5.14K
$863K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
384New |
$54.9K - $59K
|
384
$64.5K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
382+ 3.11% |
$54.6K - $58.6K
|
12.7K
$2.13M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
381+ 2.4% |
$54.5K - $58.5K
|
16.2K
$2.73M
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
381+ 16.44% |
$54.5K - $58.5K
|
2.7K
$453K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
379+ 5.77% |
$54.2K - $58.2K
|
6.95K
$1.17M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
379+ 6.66% |
$54.2K - $58.2K
|
6.07K
$1.02M
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
376+ 1.89% |
$53.8K - $57.7K
|
20.3K
$3.4M
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
375+ 0.09% |
$53.6K - $57.6K
|
441K
$74.1M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
372+ 6.13% |
$53.2K - $57.1K
|
6.44K
$1.08M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
372+ 1.32% |
$53.2K - $57.1K
|
28.6K
$4.8M
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
371+ 4.26% |
$53.1K - $57K
|
9.08K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
371+ 6.09% |
$53.1K - $57K
|
6.46K
$1.09M
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
369+ 10.14% |
$52.8K - $56.6K
|
4.01K
$673K
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
369+ 4.02% |
$52.8K - $56.6K
|
9.54K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
368+ 1.2% |
$52.6K - $56.5K
|
31K
$5.21M
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
366+ 3.37% |
$52.3K - $56.2K
|
11.2K
$1.89M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
365+ 14.06% |
$52.2K - $56K
|
2.96K
$497K
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
365+ 5.31% |
$52.2K - $56K
|
7.24K
$1.22M
|