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 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$858 - $921
|
5.44K
$921K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-6- 0.1% |
$858 - $921
|
5.94K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.07% |
$858 - $921
|
8.54K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6- 0.01% |
$858 - $921
|
67.8K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6- 0.13% |
$858 - $921
|
4.64K
$786K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7- 0.19% |
$1K - $1.07K
|
3.7K
$626K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 4.4% |
$1K - $1.07K
|
152
$25.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7- 0.03% |
$1K - $1.07K
|
23.6K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$1.14K - $1.23K
|
5.7K
$965K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-8- 0.11% |
$1.14K - $1.23K
|
7.58K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-8- 0.36% |
$1.14K - $1.23K
|
2.21K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-8- 0.13% |
$1.14K - $1.23K
|
6.38K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$1.14K - $1.23K
|
2.1K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-8- 0.1% |
$1.14K - $1.23K
|
7.65K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.36% |
$1.43K - $1.54K
|
2.74K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 0.14% |
$1.43K - $1.54K
|
7.1K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-10- 0.29% |
$1.43K - $1.54K
|
3.45K
$585K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-11- 0.03% |
$1.57K - $1.69K
|
43.7K
$7.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11- 0.41% |
$1.57K - $1.69K
|
2.68K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.39% |
$1.57K - $1.69K
|
781
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-12- 0.7% |
$1.72K - $1.84K
|
1.71K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.43% |
$1.86K - $2K
|
2.99K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13- 0.47% |
$1.86K - $2K
|
2.75K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.91% |
$1.86K - $2K
|
1.42K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 0.04% |
$1.86K - $2K
|
31.1K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.65% |
$1.86K - $2K
|
1.99K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-13- 0.03% |
$1.86K - $2K
|
41.1K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-13- 0.06% |
$1.86K - $2K
|
20.6K
$3.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-14- 0.76% |
$2K - $2.15K
|
1.84K
$311K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-14- 0.27% |
$2K - $2.15K
|
5.16K
$875K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-14- 0.42% |
$2K - $2.15K
|
3.34K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14- 0.04% |
$2K - $2.15K
|
36.7K
$6.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15- 0.09% |
$2.15K - $2.3K
|
16.3K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-15- 0.19% |
$2.15K - $2.3K
|
8.04K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.3% |
$2.15K - $2.3K
|
4.91K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15- 0.45% |
$2.15K - $2.3K
|
3.36K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-15- 0.39% |
$2.15K - $2.3K
|
3.79K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-16- 0.16% |
$2.29K - $2.46K
|
9.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-16- 0.82% |
$2.29K - $2.46K
|
1.93K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-17- 0.51% |
$2.43K - $2.61K
|
3.33K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 0.09% |
$2.43K - $2.61K
|
18.1K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-18- 0.2% |
$2.57K - $2.76K
|
8.87K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-19- 0.49% |
$2.72K - $2.92K
|
3.88K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-19- 0.14% |
$2.72K - $2.92K
|
13.1K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$2.86K - $3.07K
|
14.2K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.5% |
$2.86K - $3.07K
|
4.02K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 0.24% |
$2.86K - $3.07K
|
8.46K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-20- 0.29% |
$2.86K - $3.07K
|
6.77K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-20- 0.49% |
$2.86K - $3.07K
|
4.08K
$691K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-21- 0.4% |
$3K - $3.22K
|
5.28K
$895K
|