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
|
Ti Trust, Inc
|
BUY
|
- |
28+ 0.65% |
$4K - $4.3K
|
4.32K
$732K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
27+ 0.82% |
$3.86K - $4.15K
|
3.34K
$565K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
27+ 0.38% |
$3.86K - $4.15K
|
7.16K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
27+ 1.12% |
$3.86K - $4.15K
|
2.44K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
27+ 1.13% |
$3.86K - $4.15K
|
2.42K
$409K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
26+ 0.44% |
$3.72K - $3.99K
|
6K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26+ 27.96% |
$3.72K - $3.99K
|
119
$20.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.36% |
$3.58K - $3.84K
|
1.09K
$184K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
25+ 1.32% |
$3.58K - $3.84K
|
1.92K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
25+ 0.85% |
$3.58K - $3.84K
|
2.95K
$500K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 0.6% |
$3.58K - $3.84K
|
4.22K
$714K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
24New |
$3.43K - $3.68K
|
24
$4.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.46% |
$3.43K - $3.68K
|
5.23K
$886K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.61% |
$3.29K - $3.53K
|
3.77K
$638K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$3.29K - $3.53K
|
10.6K
$1.8M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.61% |
$3.29K - $3.53K
|
3.77K
$638K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.12% |
$3.29K - $3.53K
|
19.1K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
22+ 0.41% |
$3.15K - $3.38K
|
5.43K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
22+ 0.34% |
$3.15K - $3.38K
|
6.47K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
21+ 0.3% |
$3K - $3.22K
|
7.01K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 0.25% |
$3K - $3.22K
|
8.52K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20+ 0.05% |
$2.86K - $3.07K
|
37.1K
$6.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$2.86K - $3.07K
|
3.73K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
20+ 0.11% |
$2.86K - $3.07K
|
18.4K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20+ 0.01% |
$2.86K - $3.07K
|
145K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 0.31% |
$2.86K - $3.07K
|
6.41K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
19+ 0.64% |
$2.72K - $2.92K
|
2.99K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
19+ 0.16% |
$2.72K - $2.92K
|
11.9K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
19+ 5.74% |
$2.72K - $2.92K
|
350
$59.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 0.62% |
$2.57K - $2.76K
|
2.92K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
18+ 6.45% |
$2.57K - $2.76K
|
297
$50.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
18+ 0.43% |
$2.57K - $2.76K
|
4.17K
$706K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.52% |
$2.43K - $2.61K
|
3.31K
$560K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
17+ 0.25% |
$2.43K - $2.61K
|
6.86K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.61% |
$2.43K - $2.61K
|
2.82K
$477K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.43K - $2.61K
|
3.49K
$591K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
17+ 0.05% |
$2.43K - $2.61K
|
34.3K
$5.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.2% |
$2.43K - $2.61K
|
8.31K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.71% |
$2.43K - $2.61K
|
2.42K
$410K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
17+ 0.3% |
$2.43K - $2.61K
|
5.64K
$955K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.31% |
$2.43K - $2.61K
|
5.43K
$920K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 1.31% |
$2.43K - $2.61K
|
1.32K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.28% |
$2.43K - $2.61K
|
6.14K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.16% |
$2.29K - $2.46K
|
9.82K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$2.29K - $2.46K
|
3.84K
$651K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$2.29K - $2.46K
|
16
$2.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
16+ 0.96% |
$2.29K - $2.46K
|
1.69K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.56% |
$2.29K - $2.46K
|
2.89K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16+ 0.63% |
$2.29K - $2.46K
|
2.57K
$435K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.24% |
$2.29K - $2.46K
|
6.63K
$1.12M
|