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
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
12+ 0.08% |
$1.72K - $1.84K
|
15.3K
$2.69M
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.62% |
$1.72K - $1.84K
|
1.94K
$341K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.02% |
$1.72K - $1.84K
|
48.2K
$8.47M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
11+ 0.54% |
$1.57K - $1.69K
|
2.04K
$358K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.57K - $1.69K
|
4.81K
$846K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11+ 0.67% |
$1.57K - $1.69K
|
1.66K
$293K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.3% |
$1.57K - $1.69K
|
3.68K
$648K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11+ 0.38% |
$1.57K - $1.69K
|
2.93K
$515K
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10+ 0.56% |
$1.43K - $1.54K
|
1.81K
$318K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.03% |
$1.43K - $1.54K
|
29.7K
$5.23M
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.29% |
$1.43K - $1.54K
|
3.44K
$605K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10+ 0.18% |
$1.43K - $1.54K
|
5.58K
$982K
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.34% |
$1.43K - $1.54K
|
2.99K
$526K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.05% |
$1.43K - $1.54K
|
18.9K
$3.32M
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.23% |
$1.43K - $1.54K
|
4.36K
$767K
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.17% |
$1.29K - $1.38K
|
5.31K
$935K
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.29K - $1.38K
|
4.37K
$769K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.05% |
$1.29K - $1.38K
|
16.8K
$2.96M
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$1.29K - $1.38K
|
1.52K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.62% |
$1.29K - $1.38K
|
1.47K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
9+ 0.26% |
$1.29K - $1.38K
|
3.41K
$600K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
8+ 0.06% |
$1.14K - $1.23K
|
13.5K
$2.38M
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.14K - $1.23K
|
9.94K
$1.75M
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8+ 0.08% |
$1.14K - $1.23K
|
10.5K
$1.84M
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.14K - $1.23K
|
8.37K
$1.47M
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8+ 0.3% |
$1.14K - $1.23K
|
2.65K
$467K
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.21% |
$1K - $1.07K
|
3.31K
$583K
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7+ 0.45% |
$1K - $1.07K
|
1.55K
$272K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$1K - $1.07K
|
3.27K
$576K
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.39% |
$1K - $1.07K
|
1.82K
$319K
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7+ 0.04% |
$1K - $1.07K
|
19.6K
$3.45M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.2% |
$1K - $1.07K
|
3.45K
$608K
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.18% |
$858 - $921
|
3.43K
$603K
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6+ 0.09% |
$858 - $921
|
6.87K
$1.21M
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$858 - $921
|
4.03K
$709K
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.07% |
$858 - $921
|
8.75K
$1.54M
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6New |
$858 - $921
|
6
$1.06K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.21% |
$858 - $921
|
2.9K
$509K
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.28% |
$858 - $921
|
2.16K
$380K
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6+ 0.05% |
$858 - $921
|
13.2K
$2.33M
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$858 - $921
|
2.15K
$378K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.77% |
$858 - $921
|
781
$137K
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
5+ 0.25% |
$715 - $768
|
2K
$352K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.6% |
$715 - $768
|
845
$149K
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$715 - $768
|
1.83K
$322K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.18% |
$715 - $768
|
2.78K
$490K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.32% |
$715 - $768
|
1.57K
$276K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.1% |
$572 - $614
|
3.92K
$689K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.1% |
$572 - $614
|
4.19K
$736K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.04% |
$572 - $614
|
8.94K
$1.57M
|