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 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20+ 0.05% |
$2.86K - $3.07K
|
37.1K
$6.45M
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$2.86K - $3.07K
|
3.73K
$649K
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
20+ 0.11% |
$2.86K - $3.07K
|
18.4K
$3.2M
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20+ 0.01% |
$2.86K - $3.07K
|
145K
$25.2M
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 0.31% |
$2.86K - $3.07K
|
6.41K
$1.12M
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
19+ 0.64% |
$2.72K - $2.92K
|
2.99K
$521K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
19+ 0.16% |
$2.72K - $2.92K
|
11.9K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
19+ 5.74% |
$2.72K - $2.92K
|
350
$60.9K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 0.62% |
$2.57K - $2.76K
|
2.92K
$508K
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
18+ 6.45% |
$2.57K - $2.76K
|
297
$51.7K
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
18+ 0.43% |
$2.57K - $2.76K
|
4.17K
$726K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.52% |
$2.43K - $2.61K
|
3.31K
$576K
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
17+ 0.25% |
$2.43K - $2.61K
|
6.86K
$1.19M
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.61% |
$2.43K - $2.61K
|
2.82K
$491K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.43K - $2.61K
|
3.49K
$608K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
17+ 0.05% |
$2.43K - $2.61K
|
34.3K
$5.97M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.2% |
$2.43K - $2.61K
|
8.31K
$1.45M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.71% |
$2.43K - $2.61K
|
2.42K
$422K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
17+ 0.3% |
$2.43K - $2.61K
|
5.64K
$981K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.31% |
$2.43K - $2.61K
|
5.43K
$946K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 1.31% |
$2.43K - $2.61K
|
1.32K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.28% |
$2.43K - $2.61K
|
6.14K
$1.07M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.16% |
$2.29K - $2.46K
|
9.82K
$1.71M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$2.29K - $2.46K
|
3.84K
$669K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$2.29K - $2.46K
|
16
$2.79K
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
16+ 0.96% |
$2.29K - $2.46K
|
1.69K
$294K
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.56% |
$2.29K - $2.46K
|
2.89K
$504K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16+ 0.63% |
$2.29K - $2.46K
|
2.57K
$447K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.24% |
$2.29K - $2.46K
|
6.63K
$1.15M
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
16+ 0.78% |
$2.29K - $2.46K
|
2.06K
$359K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
15+ 0.15% |
$2.15K - $2.3K
|
9.88K
$1.72M
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 0.38% |
$2.15K - $2.3K
|
3.94K
$685K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.42% |
$2.15K - $2.3K
|
3.6K
$627K
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.95% |
$2K - $2.15K
|
1.49K
$260K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
14+ 0.34% |
$2K - $2.15K
|
4.17K
$726K
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2K - $2.15K
|
10.6K
$1.84M
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.38% |
$2K - $2.15K
|
3.66K
$637K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$2K - $2.15K
|
7.22K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
14+ 0.53% |
$2K - $2.15K
|
2.67K
$464K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 0.09% |
$1.86K - $2K
|
14.4K
$2.51M
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
13+ 0.56% |
$1.86K - $2K
|
2.35K
$409K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
13+ 0.09% |
$1.86K - $2K
|
14.3K
$2.48M
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13+ 0.17% |
$1.86K - $2K
|
7.79K
$1.36M
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
13+ 0.82% |
$1.86K - $2K
|
1.6K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
13New |
$1.86K - $2K
|
13
$2.26K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13New |
$1.86K - $2K
|
13
$2.26K
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
12+ 0.43% |
$1.72K - $1.84K
|
2.78K
$484K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12+ 0.05% |
$1.72K - $1.84K
|
23.7K
$4.12M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
12+ 0.33% |
$1.72K - $1.84K
|
3.64K
$633K
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 0.19% |
$1.72K - $1.84K
|
6.41K
$1.12M
|