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
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
190+ 5.13% |
$27.2K - $29.2K
|
3.9K
$684K
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
189+ 0.94% |
$27K - $29K
|
20.3K
$3.57M
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
188+ 12.91% |
$26.9K - $28.9K
|
1.64K
$288K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
183+ 11.33% |
$26.2K - $28.1K
|
1.8K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
183+ 0.32% |
$26.2K - $28.1K
|
57.8K
$10.1M
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
182+ 5.35% |
$26K - $27.9K
|
3.58K
$629K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
181+ 1.91% |
$25.9K - $27.8K
|
9.66K
$1.7M
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
180+ 0.8% |
$25.7K - $27.6K
|
22.7K
$3.98M
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
179+ 1.09% |
$25.6K - $27.5K
|
16.7K
$2.93M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
178+ 0.58% |
$25.5K - $27.3K
|
30.9K
$5.42M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
177New |
$25.3K - $27.2K
|
177
$31.1K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
176+ 2.06% |
$25.2K - $27K
|
8.71K
$1.53M
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
176+ 4.0% |
$25.2K - $27K
|
4.58K
$803K
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
176+ 4.04% |
$25.2K - $27K
|
4.53K
$795K
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 3.31% |
$25K - $26.9K
|
5.46K
$957K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
175+ 2.83% |
$25K - $26.9K
|
6.35K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
175+ 1.83% |
$25K - $26.9K
|
9.72K
$1.71M
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
175New |
$25K - $26.9K
|
175
$30.7K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
174+ 0.43% |
$24.9K - $26.7K
|
40.4K
$7.08M
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
173+ 1.99% |
$24.7K - $26.6K
|
8.86K
$1.55M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
172+ 2.27% |
$24.6K - $26.4K
|
7.76K
$1.36M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
171+ 1.05% |
$24.5K - $26.3K
|
16.5K
$2.89M
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
168+ 20.29% |
$24K - $25.8K
|
996
$175K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
168+ 3.59% |
$24K - $25.8K
|
4.85K
$851K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
166+ 3.12% |
$23.7K - $25.5K
|
5.49K
$963K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
166+ 1.58% |
$23.7K - $25.5K
|
10.7K
$1.88M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
165+ 0.62% |
$23.6K - $25.3K
|
26.9K
$4.71M
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
163+ 3.45% |
$23.3K - $25K
|
4.89K
$858K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162+ 7.77% |
$23.2K - $24.9K
|
2.25K
$394K
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.58M
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
161+ 10.79% |
$23K - $24.7K
|
1.65K
$290K
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
161+ 3.93% |
$23K - $24.7K
|
4.26K
$748K
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
158+ 1.82% |
$22.6K - $24.3K
|
8.83K
$1.55M
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
158+ 3.41% |
$22.6K - $24.3K
|
4.8K
$841K
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
158+ 1.57% |
$22.6K - $24.3K
|
10.2K
$1.79M
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
156+ 3.01% |
$22.3K - $23.9K
|
5.34K
$937K
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
155+ 0.64% |
$22.2K - $23.8K
|
24.3K
$4.26M
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
155+ 0.95% |
$22.2K - $23.8K
|
16.4K
$2.88M
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
154+ 0.49% |
$22K - $23.6K
|
31.9K
$5.6M
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.56% |
$22K - $23.6K
|
27.5K
$4.82M
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
153+ 1.0% |
$21.9K - $23.5K
|
15.4K
$2.7M
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
152+ 1.21% |
$21.7K - $23.3K
|
12.7K
$2.23M
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
151+ 49.67% |
$21.6K - $23.2K
|
455
$79.8K
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
151+ 3.34% |
$21.6K - $23.2K
|
4.67K
$820K
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 0.71% |
$21.5K - $23K
|
21.3K
$3.73M
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
149+ 8.49% |
$21.3K - $22.9K
|
1.91K
$334K
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
149+ 4.58% |
$21.3K - $22.9K
|
3.41K
$597K
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
149+ 1.56% |
$21.3K - $22.9K
|
9.73K
$1.71M
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
148+ 0.34% |
$21.2K - $22.7K
|
43.1K
$7.57M
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
148+ 3.34% |
$21.2K - $22.7K
|
4.58K
$804K
|