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 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
4+ 0.05% |
$572 - $614
|
7.59K
$1.33M
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
4+ 0.12% |
$572 - $614
|
3.33K
$587K
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.08% |
$572 - $614
|
4.86K
$855K
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$572 - $614
|
5.88K
$1.03M
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$572 - $614
|
4.24K
$746K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.06% |
$572 - $614
|
6.9K
$1.21M
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.13% |
$572 - $614
|
3.11K
$548K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$572 - $614
|
4.12K
$726K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.02% |
$572 - $614
|
21.9K
$3.86M
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
4+ 0.01% |
$572 - $614
|
33K
$5.8M
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.08% |
$572 - $614
|
5K
$879K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$572 - $614
|
4
$704
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$429 - $461
|
8.29K
$1.46M
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$429 - $461
|
10.1K
$1.78M
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.21% |
$429 - $461
|
1.41K
$248K
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$429 - $461
|
1.67K
$294K
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3+ 0.04% |
$429 - $461
|
8.56K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.21% |
$429 - $461
|
1.42K
$250K
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.13% |
$286 - $307
|
1.55K
$273K
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.06% |
$286 - $307
|
3.58K
$631K
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$286 - $307
|
2.02K
$356K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$286 - $307
|
5.84K
$1.03M
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$286 - $307
|
1.49K
$263K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 1.32% |
$286 - $307
|
154
$27.1K
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$286 - $307
|
5.5K
$967K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.04% |
$286 - $307
|
4.46K
$784K
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2+ 0.05% |
$286 - $307
|
4.09K
$719K
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$286 - $307
|
2.07K
$363K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$286 - $307
|
5.85K
$1.03M
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.09% |
$286 - $307
|
2.17K
$382K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.03% |
$286 - $307
|
7.33K
$1.29M
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2+ 0.07% |
$286 - $307
|
2.68K
$472K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.07% |
$286 - $307
|
2.75K
$484K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.09% |
$286 - $307
|
2.26K
$397K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2+ 0.09% |
$286 - $307
|
2.19K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$286 - $307
|
22.6K
$3.98M
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.09% |
$286 - $307
|
2.21K
$388K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$143 - $154
|
10.1K
$1.78M
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $154
|
12.2K
$2.15M
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $154
|
1.93K
$339K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1+ 0.02% |
$143 - $154
|
5.57K
$979K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$143 - $154
|
4.54K
$798K
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$143 - $154
|
32.5K
$5.72M
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$143 - $154
|
1.05K
$185K
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.07% |
$143 - $154
|
1.46K
$257K
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.03% |
$143 - $154
|
3.85K
$677K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$143 - $154
|
390
$68.6K
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$143 - $154
|
2.68K
$471K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.07% |
$143 - $154
|
1.52K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$143 - $154
|
3.02K
$530K
|