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 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
363+ 7.98% |
$51.9K - $55.7K
|
4.91K
$825K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
362+ 8.21% |
$51.8K - $55.6K
|
4.77K
$802K
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
359+ 10.21% |
$51.3K - $55.1K
|
3.88K
$651K
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
359+ 3.17% |
$51.3K - $55.1K
|
11.7K
$1.96M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
358+ 2.05% |
$51.2K - $55K
|
17.8K
$2.99M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
355+ 2.59% |
$50.8K - $54.5K
|
14K
$2.36M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
354+ 0.67% |
$50.6K - $54.3K
|
53.3K
$8.95M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
353+ 0.46% |
$50.5K - $54.2K
|
77.2K
$13M
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 5.21% |
$50.3K - $54K
|
7.1K
$1.19M
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
352+ 6.93% |
$50.3K - $54K
|
5.43K
$913K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
352+ 0.77% |
$50.3K - $54K
|
46.1K
$7.75M
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
351+ 4.25% |
$50.2K - $53.9K
|
8.61K
$1.45M
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
350+ 3.44% |
$50.1K - $53.7K
|
10.5K
$1.77M
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
349+ 1.47% |
$49.9K - $53.6K
|
24.1K
$4.05M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
346+ 0.44% |
$49.5K - $53.1K
|
78.5K
$13.2M
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
346+ 11.91% |
$49.5K - $53.1K
|
3.25K
$546K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
343+ 20.04% |
$49K - $52.7K
|
2.06K
$345K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
342+ 0.77% |
$48.9K - $52.5K
|
44.8K
$7.52M
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
335+ 5.75% |
$47.9K - $51.4K
|
6.16K
$1.03M
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
334+ 6.98% |
$47.8K - $51.3K
|
5.12K
$860K
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
334+ 6.7% |
$47.8K - $51.3K
|
5.32K
$893K
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
334+ 8.33% |
$47.8K - $51.3K
|
4.34K
$729K
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
331+ 1.39% |
$47.3K - $50.8K
|
24.1K
$4.05M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
330+ 1.33% |
$47.2K - $50.7K
|
25.1K
$4.22M
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
328+ 6.93% |
$46.9K - $50.4K
|
5.06K
$850K
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
328+ 6.46% |
$46.9K - $50.4K
|
5.41K
$908K
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
326+ 0.57% |
$46.6K - $50K
|
57.9K
$9.72M
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
326+ 6.83% |
$46.6K - $50K
|
5.1K
$856K
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
325+ 9.11% |
$46.5K - $49.9K
|
3.89K
$654K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
323+ 1.43% |
$46.2K - $49.6K
|
22.9K
$3.84M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 0.4% |
$45.6K - $49K
|
80K
$13.4M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
319+ 3.86% |
$45.6K - $49K
|
8.58K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
314+ 16.92% |
$44.9K - $48.2K
|
2.17K
$364K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
309+ 0.37% |
$44.2K - $47.4K
|
84K
$14.1M
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
307+ 5.42% |
$43.9K - $47.1K
|
5.97K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
307+ 16.59% |
$43.9K - $47.1K
|
2.16K
$362K
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
306+ 13.73% |
$43.8K - $47K
|
2.54K
$426K
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
306+ 14.23% |
$43.8K - $47K
|
2.46K
$413K
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
306+ 10.57% |
$43.8K - $47K
|
3.2K
$538K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.9M
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
303+ 1.58% |
$43.3K - $46.5K
|
19.5K
$3.28M
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.15% |
$42.9K - $46.1K
|
26.4K
$4.43M
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
300+ 16.28% |
$42.9K - $46.1K
|
2.14K
$360K
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
300+ 2.78% |
$42.9K - $46.1K
|
11.1K
$1.87M
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
297+ 6.82% |
$42.5K - $45.6K
|
4.65K
$782K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
293+ 6.24% |
$41.9K - $45K
|
4.99K
$838K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
292+ 0.9% |
$41.8K - $44.8K
|
32.8K
$5.51M
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
290+ 2.36% |
$41.5K - $44.5K
|
12.6K
$2.12M
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
289+ 3.06% |
$41.3K - $44.4K
|
9.73K
$1.63M
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
288+ 1.05% |
$41.2K - $44.2K
|
27.7K
$4.65M
|