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 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
83+ 0.3% |
$11.9K - $12.7K
|
27.7K
$4.83M
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
82+ 0.6% |
$11.7K - $12.6K
|
13.8K
$2.4M
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
80+ 1.7% |
$11.4K - $12.3K
|
4.79K
$834K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
79New |
$11.3K - $12.1K
|
79
$13.8K
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
79+ 3.49% |
$11.3K - $12.1K
|
2.34K
$408K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
79+ 0.15% |
$11.3K - $12.1K
|
54.2K
$9.44M
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
79+ 0.04% |
$11.3K - $12.1K
|
200K
$34.8M
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
79+ 0.35% |
$11.3K - $12.1K
|
22.7K
$3.95M
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.78% |
$11.2K - $12K
|
4.46K
$776K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
77+ 3.83% |
$11K - $11.8K
|
2.09K
$364K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
77+ 6.63% |
$11K - $11.8K
|
1.24K
$216K
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 0.56% |
$11K - $11.8K
|
13.8K
$2.4M
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
76+ 9.92% |
$10.9K - $11.7K
|
842
$147K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76+ 0.15% |
$10.9K - $11.7K
|
51.8K
$9.01M
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 1.92% |
$10.7K - $11.5K
|
3.97K
$692K
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
73+ 1.13% |
$10.4K - $11.2K
|
6.52K
$1.14M
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
73+ 2.79% |
$10.4K - $11.2K
|
2.69K
$469K
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
73+ 0.36% |
$10.4K - $11.2K
|
20.6K
$3.58M
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
72+ 27.27% |
$10.3K - $11.1K
|
336
$58.5K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
71+ 0.8% |
$10.2K - $10.9K
|
8.97K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
71+ 1.66% |
$10.2K - $10.9K
|
4.36K
$758K
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.85% |
$10K - $10.7K
|
8.33K
$1.45M
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
70+ 0.16% |
$10K - $10.7K
|
43.1K
$7.5M
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
68+ 3.14% |
$9.72K - $10.4K
|
2.24K
$389K
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
68+ 0.33% |
$9.72K - $10.4K
|
20.7K
$3.6M
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$253K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$253K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
67+ 1.16% |
$9.58K - $10.3K
|
5.84K
$1.02M
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
67+ 1.38% |
$9.58K - $10.3K
|
4.93K
$859K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67+ 0.91% |
$9.58K - $10.3K
|
7.42K
$1.29M
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66+ 2.14% |
$9.44K - $10.1K
|
3.14K
$547K
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
66+ 3.1% |
$9.44K - $10.1K
|
2.19K
$382K
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
65+ 1.31% |
$9.3K - $9.98K
|
5.04K
$877K
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
65+ 1.75% |
$9.3K - $9.98K
|
3.78K
$657K
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
65+ 3.25% |
$9.3K - $9.98K
|
2.06K
$359K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
65+ 0.4% |
$9.3K - $9.98K
|
16.2K
$2.82M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
65+ 0.0% |
$9.3K - $9.98K
|
225M
$39.2B
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
63+ 1.35% |
$9.01K - $9.67K
|
4.74K
$824K
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
63+ 4.39% |
$9.01K - $9.67K
|
1.5K
$261K
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
62+ 2.8% |
$8.87K - $9.52K
|
2.28K
$397K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
62+ 0.82% |
$8.87K - $9.52K
|
7.6K
$1.32M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
62New |
$8.87K - $9.52K
|
62
$10.8K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
62+ 3.31% |
$8.87K - $9.52K
|
1.93K
$336K
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
61+ 3.8% |
$8.72K - $9.36K
|
1.67K
$290K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
61+ 1.12% |
$8.72K - $9.36K
|
5.52K
$960K
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
60+ 0.16% |
$8.58K - $9.21K
|
38.7K
$6.73M
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
60+ 1.26% |
$8.58K - $9.21K
|
4.81K
$836K
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
60+ 0.72% |
$8.58K - $9.21K
|
8.35K
$1.45M
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
60+ 0.64% |
$8.58K - $9.21K
|
9.42K
$1.64M
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
59+ 2.2% |
$8.44K - $9.06K
|
2.74K
$477K
|