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
|
Campbell Wealth Management
|
BUY
|
- |
231+ 13.15% |
$33K - $35.5K
|
1.99K
$349K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$40K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
227New |
$32.5K - $34.8K
|
227
$39.8K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
226+ 4.98% |
$32.3K - $34.7K
|
4.76K
$836K
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
226+ 1.17% |
$32.3K - $34.7K
|
19.5K
$3.43M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
225+ 1.02% |
$32.2K - $34.5K
|
22.3K
$3.91M
|
|
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
$778K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
225+ 18.66% |
$32.2K - $34.5K
|
1.43K
$251K
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
224+ 0.65% |
$32K - $34.4K
|
34.9K
$6.13M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
224+ 5.99% |
$32K - $34.4K
|
3.96K
$696K
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
221+ 0.18% |
$31.6K - $33.9K
|
124K
$21.7M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
221+ 1.41% |
$31.6K - $33.9K
|
15.9K
$2.79M
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
221+ 4.85% |
$31.6K - $33.9K
|
4.77K
$838K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
220+ 0.17% |
$31.5K - $33.8K
|
132K
$23.2M
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
219+ 0.27% |
$31.3K - $33.6K
|
80.5K
$14.1M
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
216+ 10.19% |
$30.9K - $33.2K
|
2.34K
$410K
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
215+ 2.12% |
$30.7K - $33K
|
10.3K
$1.82M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
214+ 3.56% |
$30.6K - $32.9K
|
6.23K
$1.09M
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
212+ 3.76% |
$30.3K - $32.5K
|
5.85K
$1.03M
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
212+ 0.58% |
$30.3K - $32.5K
|
36.7K
$6.44M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
211New |
$30.2K - $32.4K
|
211
$37K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
210+ 1.28% |
$30K - $32.2K
|
16.6K
$2.91M
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
209+ 13.56% |
$29.9K - $32.1K
|
1.75K
$307K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
208+ 0.37% |
$29.7K - $31.9K
|
56.8K
$9.96M
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
208+ 10.13% |
$29.7K - $31.9K
|
2.26K
$397K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
207+ 2.61% |
$29.6K - $31.8K
|
8.13K
$1.43M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
207+ 10.72% |
$29.6K - $31.8K
|
2.14K
$375K
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
207+ 2.11% |
$29.6K - $31.8K
|
10K
$1.76M
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
206+ 4.2% |
$29.5K - $31.6K
|
5.11K
$896K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
204+ 5.97% |
$29.2K - $31.3K
|
3.62K
$635K
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
203+ 1.05% |
$29K - $31.2K
|
19.5K
$3.42M
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
203+ 13.41% |
$29K - $31.2K
|
1.72K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
202+ 5.24% |
$28.9K - $31K
|
4.06K
$712K
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
200New |
$28.6K - $30.7K
|
200
$35.1K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 0.36% |
$28.6K - $30.7K
|
55.6K
$9.75M
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
200+ 1.92% |
$28.6K - $30.7K
|
10.6K
$1.86M
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
200+ 4.35% |
$28.6K - $30.7K
|
4.8K
$842K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
199+ 0.76% |
$28.5K - $30.6K
|
26.5K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
196+ 0.26% |
$28K - $30.1K
|
74.6K
$13.1M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$34.2K
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
195+ 0.88% |
$27.9K - $29.9K
|
22.5K
$3.94M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
195+ 8.79% |
$27.9K - $29.9K
|
2.41K
$424K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
195+ 2.69% |
$27.9K - $29.9K
|
7.43K
$1.3M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$34.2K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
194+ 5.32% |
$27.7K - $29.8K
|
3.84K
$674K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
193+ 0.85% |
$27.6K - $29.6K
|
22.9K
$4.02M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
192New |
$27.5K - $29.5K
|
192
$33.7K
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
191+ 3.51% |
$27.3K - $29.3K
|
5.63K
$988K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
190+ 2.36% |
$27.2K - $29.2K
|
8.25K
$1.45M
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
190+ 0.96% |
$27.2K - $29.2K
|
19.9K
$3.49M
|