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 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
37+ 1.18% |
$5.29K - $5.68K
|
3.17K
$551K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 1.59% |
$5.29K - $5.68K
|
2.37K
$412K
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
36+ 0.85% |
$5.15K - $5.53K
|
4.27K
$744K
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 0.98% |
$5.15K - $5.53K
|
3.72K
$647K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.15K - $5.53K
|
36
$6.27K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36+ 1.21% |
$5.15K - $5.53K
|
3.02K
$526K
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35+ 0.17% |
$5.01K - $5.37K
|
20K
$3.49M
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
35+ 0.23% |
$5.01K - $5.37K
|
14.9K
$2.6M
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
35+ 3.19% |
$5.01K - $5.37K
|
1.13K
$197K
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
35+ 0.6% |
$5.01K - $5.37K
|
5.86K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
35+ 1.57% |
$5.01K - $5.37K
|
2.26K
$393K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
34+ 0.39% |
$4.86K - $5.22K
|
8.67K
$1.51M
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
34+ 0.38% |
$4.86K - $5.22K
|
8.91K
$1.55M
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.66K
$637K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.89% |
$4.86K - $5.22K
|
3.84K
$669K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 1.76% |
$4.86K - $5.22K
|
1.96K
$342K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.94% |
$4.86K - $5.22K
|
3.63K
$633K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33New |
$4.72K - $5.07K
|
33
$5.74K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 0.15% |
$4.72K - $5.07K
|
21.5K
$3.75M
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
32+ 0.57% |
$4.58K - $4.91K
|
5.66K
$986K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
32+ 0.35% |
$4.58K - $4.91K
|
9.1K
$1.58M
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
32New |
$4.58K - $4.91K
|
32
$5.57K
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
31+ 0.47% |
$4.43K - $4.76K
|
6.6K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 0.98% |
$4.43K - $4.76K
|
3.2K
$557K
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
30+ 1.04% |
$4.29K - $4.61K
|
2.9K
$506K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
30+ 0.32% |
$4.29K - $4.61K
|
9.34K
$1.63M
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$4.15K - $4.45K
|
6.58K
$1.15M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29+ 0.14% |
$4.15K - $4.45K
|
20.2K
$3.51M
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
29+ 0.46% |
$4.15K - $4.45K
|
6.36K
$1.11M
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
28+ 1.39% |
$4K - $4.3K
|
2.04K
$356K
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
28+ 0.65% |
$4K - $4.3K
|
4.32K
$752K
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
27+ 0.82% |
$3.86K - $4.15K
|
3.34K
$581K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
27+ 0.38% |
$3.86K - $4.15K
|
7.16K
$1.25M
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.12% |
$3.86K - $4.15K
|
2.44K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
27+ 1.13% |
$3.86K - $4.15K
|
2.42K
$420K
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.44% |
$3.72K - $3.99K
|
6K
$1.04M
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26+ 27.96% |
$3.72K - $3.99K
|
119
$20.7K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.36% |
$3.58K - $3.84K
|
1.09K
$189K
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
25+ 1.32% |
$3.58K - $3.84K
|
1.92K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
25+ 0.85% |
$3.58K - $3.84K
|
2.95K
$514K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 0.6% |
$3.58K - $3.84K
|
4.22K
$734K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
24New |
$3.43K - $3.68K
|
24
$4.18K
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.46% |
$3.43K - $3.68K
|
5.23K
$910K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.61% |
$3.29K - $3.53K
|
3.77K
$656K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$3.29K - $3.53K
|
10.6K
$1.85M
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.61% |
$3.29K - $3.53K
|
3.77K
$656K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
22+ 0.41% |
$3.15K - $3.38K
|
5.43K
$944K
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
22+ 0.34% |
$3.15K - $3.38K
|
6.47K
$1.13M
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
21+ 0.3% |
$3K - $3.22K
|
7.01K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 0.25% |
$3K - $3.22K
|
8.52K
$1.48M
|