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
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
288+ 30.84% |
$41.2K - $44.2K
|
1.22K
$205K
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
285+ 8.44% |
$40.8K - $43.8K
|
3.66K
$615K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
285+ 16.24% |
$40.8K - $43.8K
|
2.04K
$343K
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
283+ 0.96% |
$40.5K - $43.4K
|
29.7K
$4.98M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
283+ 0.35% |
$40.5K - $43.4K
|
80.7K
$13.6M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
281+ 206.62% |
$40.2K - $43.1K
|
417
$70K
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
280+ 1.5% |
$40K - $43K
|
19K
$3.19M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
278New |
$39.8K - $42.7K
|
278
$46.7K
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
277+ 0.75% |
$39.6K - $42.5K
|
37.4K
$6.27M
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
275+ 13.76% |
$39.3K - $42.2K
|
2.27K
$382K
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
275+ 0.89% |
$39.3K - $42.2K
|
31.2K
$5.25M
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
273+ 4.11% |
$39K - $41.9K
|
6.92K
$1.16M
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.86% |
$38.9K - $41.8K
|
14.9K
$2.5M
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
270+ 0.28% |
$38.6K - $41.5K
|
98.2K
$16.5M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
269+ 2.7% |
$38.5K - $41.3K
|
10.2K
$1.72M
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
268+ 1.31% |
$38.3K - $41.1K
|
20.8K
$3.49M
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
268+ 5.79% |
$38.3K - $41.1K
|
4.9K
$823K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
265+ 1.11% |
$37.9K - $40.7K
|
24.2K
$4.06M
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
261+ 636.59% |
$37.3K - $40.1K
|
302
$50.7K
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
260+ 0.07% |
$37.2K - $39.9K
|
389K
$65.4M
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
257+ 12.26% |
$36.8K - $39.5K
|
2.35K
$395K
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
256+ 11.05% |
$36.6K - $39.3K
|
2.57K
$432K
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
254+ 4.36% |
$36.3K - $39K
|
6.09K
$1.02M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
251+ 0.56% |
$35.9K - $38.5K
|
45K
$7.55M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
250+ 3.11% |
$35.8K - $38.4K
|
8.28K
$1.39M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
249+ 14.4% |
$35.6K - $38.2K
|
1.98K
$332K
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
249+ 0.62% |
$35.6K - $38.2K
|
40.2K
$6.75M
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
247+ 4.72% |
$35.3K - $37.9K
|
5.48K
$920K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
244+ 1.52% |
$34.9K - $37.5K
|
16.3K
$2.74M
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
241+ 0.62% |
$34.5K - $37K
|
38.9K
$6.53M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
241+ 23.31% |
$34.5K - $37K
|
1.28K
$214K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
240+ 0.09% |
$34.3K - $36.8K
|
275K
$46.1M
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
240+ 7.45% |
$34.3K - $36.8K
|
3.46K
$581K
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 32.92% |
$34.3K - $36.8K
|
969
$163K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
238New |
$34K - $36.5K
|
238
$40K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
238+ 5950.0% |
$34K - $36.5K
|
242
$40.6K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
237New |
$33.9K - $36.4K
|
237
$39.8K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
234+ 4.74% |
$33.5K - $35.9K
|
5.17K
$869K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
231+ 2.08% |
$33K - $35.5K
|
11.3K
$1.91M
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
231+ 13.15% |
$33K - $35.5K
|
1.99K
$334K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$38.3K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
227New |
$32.5K - $34.8K
|
227
$38.1K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
226+ 4.98% |
$32.3K - $34.7K
|
4.76K
$800K
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
226+ 1.17% |
$32.3K - $34.7K
|
19.5K
$3.28M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
225+ 1.02% |
$32.2K - $34.5K
|
22.3K
$3.74M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
225+ 5.35% |
$32.2K - $34.5K
|
4.43K
$745K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
225+ 18.66% |
$32.2K - $34.5K
|
1.43K
$240K
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
224+ 0.65% |
$32K - $34.4K
|
34.9K
$5.87M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
224+ 5.99% |
$32K - $34.4K
|
3.96K
$666K
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
221+ 0.18% |
$31.6K - $33.9K
|
124K
$20.8M
|