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 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 1.42% |
$8.29K - $8.9K
|
4.13K
$719K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
58+ 3.32% |
$8.29K - $8.9K
|
1.81K
$314K
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
58+ 2.64% |
$8.29K - $8.9K
|
2.26K
$393K
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
58+ 0.05% |
$8.29K - $8.9K
|
123K
$21.4M
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
57+ 0.92% |
$8.15K - $8.75K
|
6.24K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
56+ 2.28% |
$8.01K - $8.6K
|
2.52K
$438K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
53+ 1.58% |
$7.58K - $8.14K
|
3.41K
$593K
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
53+ 1.36% |
$7.58K - $8.14K
|
3.96K
$689K
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
52+ 2.05% |
$7.44K - $7.98K
|
2.59K
$451K
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
52+ 1.54% |
$7.44K - $7.98K
|
3.43K
$597K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
51+ 1.66% |
$7.29K - $7.83K
|
3.12K
$543K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
50+ 0.21% |
$7.15K - $7.68K
|
23.5K
$4.09M
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
50+ 0.44% |
$7.15K - $7.68K
|
11.5K
$2M
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
50+ 1.3% |
$7.15K - $7.68K
|
3.88K
$676K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 1.69% |
$7.15K - $7.68K
|
3.01K
$523K
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
50+ 0.72% |
$7.15K - $7.68K
|
7.02K
$1.22M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 0.55% |
$7.15K - $7.68K
|
9.11K
$1.59M
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
49+ 0.99% |
$7.01K - $7.52K
|
5K
$870K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 1.03% |
$7.01K - $7.52K
|
4.82K
$838K
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48+ 3.15% |
$6.86K - $7.37K
|
1.57K
$274K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
47+ 2.37% |
$6.72K - $7.22K
|
2.03K
$354K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47+ 0.54% |
$6.72K - $7.22K
|
8.77K
$1.53M
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
47+ 2.31% |
$6.72K - $7.22K
|
2.08K
$363K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 1.14% |
$6.58K - $7.06K
|
4.08K
$709K
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 1.39% |
$6.58K - $7.06K
|
3.37K
$586K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
46+ 0.47% |
$6.58K - $7.06K
|
9.78K
$1.7M
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 2.88% |
$6.58K - $7.06K
|
1.65K
$287K
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 0.37% |
$6.58K - $7.06K
|
12.5K
$2.17M
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
45+ 2.3% |
$6.44K - $6.91K
|
2K
$348K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
45+ 0.77% |
$6.44K - $6.91K
|
5.9K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 1.36% |
$6.44K - $6.91K
|
3.36K
$585K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 3.21% |
$6.44K - $6.91K
|
1.45K
$252K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45+ 0.48% |
$6.44K - $6.91K
|
9.46K
$1.65M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45+ 0.86% |
$6.44K - $6.91K
|
5.25K
$914K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 1.03% |
$6.29K - $6.75K
|
4.3K
$749K
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 0.46% |
$6.29K - $6.75K
|
9.54K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
44+ 2.69% |
$6.29K - $6.75K
|
1.68K
$293K
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42+ 1.63% |
$6.01K - $6.45K
|
2.62K
$457K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 2.09% |
$6.01K - $6.45K
|
2.06K
$358K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42+ 1.47% |
$6.01K - $6.45K
|
2.91K
$506K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
41+ 0.1% |
$5.86K - $6.29K
|
39.3K
$6.84M
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.53% |
$5.86K - $6.29K
|
7.72K
$1.34M
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 10.99% |
$5.72K - $6.14K
|
404
$70.3K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.92% |
$5.72K - $6.14K
|
4.39K
$765K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
40+ 2.79% |
$5.72K - $6.14K
|
1.48K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
40+ 0.93% |
$5.72K - $6.14K
|
4.36K
$760K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39+ 0.92% |
$5.58K - $5.99K
|
4.3K
$748K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39+ 0.48% |
$5.58K - $5.99K
|
8.19K
$1.43M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
38+ 0.25% |
$5.43K - $5.83K
|
15.1K
$2.63M
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
38+ 0.73% |
$5.43K - $5.83K
|
5.28K
$919K
|