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
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21- 0.33% |
$3K - $3.22K
|
6.28K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-21- 0.08% |
$3K - $3.22K
|
25.4K
$4.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22- 1.17% |
$3.15K - $3.38K
|
1.86K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-22- 32.35% |
$3.15K - $3.38K
|
46
$7.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-22- 1.43% |
$3.15K - $3.38K
|
1.52K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-23- 0.62% |
$3.29K - $3.53K
|
3.71K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-23- 0.58% |
$3.29K - $3.53K
|
3.92K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-23- 0.72% |
$3.29K - $3.53K
|
3.16K
$535K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$3.29K - $3.53K
|
1.8K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-24- 0.2% |
$3.43K - $3.68K
|
12.1K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-24- 1.09% |
$3.43K - $3.68K
|
2.18K
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-24- 0.57% |
$3.43K - $3.68K
|
4.21K
$714K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-24- 0.51% |
$3.43K - $3.68K
|
4.64K
$786K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.38% |
$3.43K - $3.68K
|
6.33K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-24- 0.17% |
$3.43K - $3.68K
|
13.8K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-25- 0.89% |
$3.58K - $3.84K
|
2.79K
$473K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-25- 0.78% |
$3.58K - $3.84K
|
3.18K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-25- 0.31% |
$3.58K - $3.84K
|
8.06K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-25- 0.36% |
$3.58K - $3.84K
|
6.87K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.03% |
$3.58K - $3.84K
|
93.8K
$15.9M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-25- 0.85% |
$3.58K - $3.84K
|
2.93K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.48% |
$3.58K - $3.84K
|
5.19K
$878K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-25- 0.76% |
$3.58K - $3.84K
|
3.27K
$554K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-25- 0.59% |
$3.58K - $3.84K
|
4.23K
$717K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-25- 1.56% |
$3.58K - $3.84K
|
1.57K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.05% |
$3.58K - $3.84K
|
51K
$8.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-26- 0.1% |
$3.72K - $3.99K
|
27K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-26- 0.95% |
$3.72K - $3.99K
|
2.72K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-26- 0.39% |
$3.72K - $3.99K
|
6.64K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-28- 1.06% |
$4K - $4.3K
|
2.61K
$442K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.08% |
$4K - $4.3K
|
35.3K
$5.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-28- 1.42% |
$4K - $4.3K
|
1.95K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-28- 0.49% |
$4K - $4.3K
|
5.74K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28- 0.41% |
$4K - $4.3K
|
6.74K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-29- 0.51% |
$4.15K - $4.45K
|
5.66K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$4.15K - $4.45K
|
5.59K
$947K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-29- 0.07% |
$4.15K - $4.45K
|
42.7K
$7.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-30- 1.66% |
$4.29K - $4.61K
|
1.78K
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 1.88% |
$4.29K - $4.61K
|
1.57K
$265K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-30- 0.4% |
$4.29K - $4.61K
|
7.5K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-30- 1.55% |
$4.29K - $4.61K
|
1.9K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-30- 1.06% |
$4.29K - $4.61K
|
2.8K
$474K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-31- 0.5% |
$4.43K - $4.76K
|
6.14K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.33% |
$4.43K - $4.76K
|
9.47K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-31- 0.05% |
$4.43K - $4.76K
|
68.2K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.23% |
$4.43K - $4.76K
|
13.7K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.8% |
$4.43K - $4.76K
|
3.85K
$653K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-32- 0.77% |
$4.58K - $4.91K
|
4.12K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-32- 0.26% |
$4.58K - $4.91K
|
12.1K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-32- 0.31% |
$4.58K - $4.91K
|
10.4K
$1.75M
|