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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
109+ 2.53% |
$15.6K - $16.7K
|
4.41K
$774K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 4.27% |
$15.6K - $16.7K
|
2.66K
$467K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
109+ 0.9% |
$15.6K - $16.7K
|
12.2K
$2.13M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
109+ 5.79% |
$15.6K - $16.7K
|
1.99K
$350K
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
108+ 0.41% |
$15.4K - $16.6K
|
26.5K
$4.64M
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
108New |
$15.4K - $16.6K
|
108
$19K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
106New |
$15.2K - $16.3K
|
106
$18.6K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
105+ 0.34% |
$15K - $16.1K
|
30.6K
$5.38M
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
104+ 2.22% |
$14.9K - $16K
|
4.79K
$841K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
104+ 1.89% |
$14.9K - $16K
|
5.62K
$985K
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
103+ 1.21% |
$14.7K - $15.8K
|
8.61K
$1.51M
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
103+ 2.72% |
$14.7K - $15.8K
|
3.89K
$683K
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
102+ 0.55% |
$14.6K - $15.7K
|
18.5K
$3.25M
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
102+ 0.04% |
$14.6K - $15.7K
|
258K
$45.2M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
102+ 1.85% |
$14.6K - $15.7K
|
5.6K
$983K
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
101+ 6.25% |
$14.4K - $15.5K
|
1.72K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
101+ 4.59% |
$14.4K - $15.5K
|
2.3K
$404K
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
101+ 4.07% |
$14.4K - $15.5K
|
2.58K
$453K
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
100+ 0.65% |
$14.3K - $15.4K
|
15.4K
$2.7M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.63% |
$14.3K - $15.4K
|
16K
$2.8M
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
100+ 1.04% |
$14.3K - $15.4K
|
9.72K
$1.71M
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
100+ 1.78% |
$14.3K - $15.4K
|
5.7K
$1M
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
100+ 1.47% |
$14.3K - $15.4K
|
6.91K
$1.21M
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
100+ 2.08% |
$14.3K - $15.4K
|
4.92K
$863K
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 0.42% |
$14.3K - $15.4K
|
23.8K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
99+ 3.42% |
$14.2K - $15.2K
|
2.99K
$525K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
99+ 1.73% |
$14.2K - $15.2K
|
5.82K
$1.02M
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
98+ 4.16% |
$14K - $15K
|
2.46K
$431K
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
96+ 4.97% |
$13.7K - $14.7K
|
2.03K
$356K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
95+ 4.7% |
$13.6K - $14.6K
|
2.12K
$371K
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
95+ 3.57% |
$13.6K - $14.6K
|
2.76K
$484K
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
95+ 0.08% |
$13.6K - $14.6K
|
112K
$19.7M
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
93+ 1.35% |
$13.3K - $14.3K
|
6.97K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
93+ 0.43% |
$13.3K - $14.3K
|
21.5K
$3.77M
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
92+ 0.17% |
$13.2K - $14.1K
|
52.9K
$9.29M
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
92+ 0.85% |
$13.2K - $14.1K
|
10.9K
$1.91M
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
90+ 0.84% |
$12.9K - $13.8K
|
10.8K
$1.89M
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
90+ 1.52% |
$12.9K - $13.8K
|
6K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$139K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$139K
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
89+ 0.3% |
$12.7K - $13.7K
|
29.3K
$5.15M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
88+ 0.39% |
$12.6K - $13.5K
|
22.8K
$4.01M
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$15.3K
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
87+ 2.21% |
$12.4K - $13.4K
|
4.02K
$705K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
87+ 0.44% |
$12.4K - $13.4K
|
20K
$3.51M
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
86+ 2.04% |
$12.3K - $13.2K
|
4.3K
$754K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 1.72% |
$12.2K - $13K
|
5.02K
$881K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
84+ 1.12% |
$12K - $12.9K
|
7.6K
$1.33M
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
84+ 4.42% |
$12K - $12.9K
|
1.99K
$348K
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
83+ 1.37% |
$11.9K - $12.7K
|
6.12K
$1.07M
|