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 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 1.36% |
$6.44K - $6.91K
|
3.36K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 3.21% |
$6.44K - $6.91K
|
1.45K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
45+ 0.48% |
$6.44K - $6.91K
|
9.46K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45+ 0.86% |
$6.44K - $6.91K
|
5.25K
$890K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 1.03% |
$6.29K - $6.75K
|
4.3K
$729K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44+ 0.46% |
$6.29K - $6.75K
|
9.54K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
44+ 2.69% |
$6.29K - $6.75K
|
1.68K
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42+ 1.63% |
$6.01K - $6.45K
|
2.62K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 2.09% |
$6.01K - $6.45K
|
2.06K
$348K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42+ 1.47% |
$6.01K - $6.45K
|
2.91K
$493K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
41+ 0.1% |
$5.86K - $6.29K
|
39.3K
$6.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.53% |
$5.86K - $6.29K
|
7.72K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 10.99% |
$5.72K - $6.14K
|
404
$68.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.92% |
$5.72K - $6.14K
|
4.39K
$744K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
40+ 2.79% |
$5.72K - $6.14K
|
1.48K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
40+ 0.93% |
$5.72K - $6.14K
|
4.36K
$739K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39+ 0.92% |
$5.58K - $5.99K
|
4.3K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39+ 0.48% |
$5.58K - $5.99K
|
8.19K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
38+ 0.25% |
$5.43K - $5.83K
|
15.1K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
38+ 0.73% |
$5.43K - $5.83K
|
5.28K
$894K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
37+ 1.18% |
$5.29K - $5.68K
|
3.17K
$537K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 1.59% |
$5.29K - $5.68K
|
2.37K
$401K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
36+ 0.85% |
$5.15K - $5.53K
|
4.27K
$724K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 0.98% |
$5.15K - $5.53K
|
3.72K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.15K - $5.53K
|
36
$6.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36+ 1.21% |
$5.15K - $5.53K
|
3.02K
$512K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35+ 0.17% |
$5.01K - $5.37K
|
20K
$3.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
35+ 0.23% |
$5.01K - $5.37K
|
14.9K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
35+ 3.19% |
$5.01K - $5.37K
|
1.13K
$192K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
35+ 0.6% |
$5.01K - $5.37K
|
5.86K
$992K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
35+ 1.57% |
$5.01K - $5.37K
|
2.26K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
34+ 0.39% |
$4.86K - $5.22K
|
8.67K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
34+ 0.38% |
$4.86K - $5.22K
|
8.91K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.66K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.89% |
$4.86K - $5.22K
|
3.84K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 1.76% |
$4.86K - $5.22K
|
1.96K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.63K
$616K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33New |
$4.72K - $5.07K
|
33
$5.59K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 0.15% |
$4.72K - $5.07K
|
21.5K
$3.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
32+ 0.57% |
$4.58K - $4.91K
|
5.66K
$959K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
32+ 0.35% |
$4.58K - $4.91K
|
9.1K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
32New |
$4.58K - $4.91K
|
32
$5.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
31+ 0.47% |
$4.43K - $4.76K
|
6.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 0.98% |
$4.43K - $4.76K
|
3.2K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
30+ 1.04% |
$4.29K - $4.61K
|
2.9K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
30+ 0.32% |
$4.29K - $4.61K
|
9.34K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$4.15K - $4.45K
|
6.58K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29+ 0.14% |
$4.15K - $4.45K
|
20.2K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
29+ 0.46% |
$4.15K - $4.45K
|
6.36K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
28+ 1.39% |
$4K - $4.3K
|
2.04K
$346K
|