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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15- 0.45% |
$2.15K - $2.3K
|
3.36K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-15- 0.39% |
$2.15K - $2.3K
|
3.79K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-16- 0.16% |
$2.29K - $2.46K
|
9.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-16- 0.82% |
$2.29K - $2.46K
|
1.93K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-17- 0.51% |
$2.43K - $2.61K
|
3.33K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-17- 0.09% |
$2.43K - $2.61K
|
18.1K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-18- 0.2% |
$2.57K - $2.76K
|
8.87K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-19- 0.49% |
$2.72K - $2.92K
|
3.88K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-19- 0.14% |
$2.72K - $2.92K
|
13.1K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$2.86K - $3.07K
|
14.2K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.5% |
$2.86K - $3.07K
|
4.02K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 0.24% |
$2.86K - $3.07K
|
8.46K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-20- 0.29% |
$2.86K - $3.07K
|
6.77K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-20- 0.49% |
$2.86K - $3.07K
|
4.08K
$648K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-21- 0.4% |
$3K - $3.22K
|
5.28K
$839K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21- 0.33% |
$3K - $3.22K
|
6.28K
$997K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-21- 0.08% |
$3K - $3.22K
|
25.4K
$4.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22- 1.17% |
$3.15K - $3.38K
|
1.86K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-22- 32.35% |
$3.15K - $3.38K
|
46
$7.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-22- 1.43% |
$3.15K - $3.38K
|
1.52K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-23- 0.62% |
$3.29K - $3.53K
|
3.71K
$589K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-23- 0.58% |
$3.29K - $3.53K
|
3.92K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-23- 0.72% |
$3.29K - $3.53K
|
3.16K
$502K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$3.29K - $3.53K
|
1.8K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-24- 0.2% |
$3.43K - $3.68K
|
12.1K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-24- 1.09% |
$3.43K - $3.68K
|
2.18K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-24- 0.57% |
$3.43K - $3.68K
|
4.21K
$669K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-24- 0.51% |
$3.43K - $3.68K
|
4.64K
$737K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.38% |
$3.43K - $3.68K
|
6.33K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-24- 0.17% |
$3.43K - $3.68K
|
13.8K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-25- 0.89% |
$3.58K - $3.84K
|
2.79K
$444K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-25- 0.78% |
$3.58K - $3.84K
|
3.18K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-25- 0.31% |
$3.58K - $3.84K
|
8.06K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-25- 0.36% |
$3.58K - $3.84K
|
6.87K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.03% |
$3.58K - $3.84K
|
93.8K
$14.9M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-25- 0.85% |
$3.58K - $3.84K
|
2.93K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.48% |
$3.58K - $3.84K
|
5.19K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-25- 0.76% |
$3.58K - $3.84K
|
3.27K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-25- 0.59% |
$3.58K - $3.84K
|
4.23K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-25- 1.56% |
$3.58K - $3.84K
|
1.57K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.05% |
$3.58K - $3.84K
|
51K
$8.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-26- 0.1% |
$3.72K - $3.99K
|
27K
$4.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-26- 0.95% |
$3.72K - $3.99K
|
2.72K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-26- 0.39% |
$3.72K - $3.99K
|
6.64K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-28- 1.06% |
$4K - $4.3K
|
2.61K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.08% |
$4K - $4.3K
|
35.3K
$5.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-28- 1.42% |
$4K - $4.3K
|
1.95K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-28- 0.49% |
$4K - $4.3K
|
5.74K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28- 0.41% |
$4K - $4.3K
|
6.74K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-29- 0.51% |
$4.15K - $4.45K
|
5.66K
$899K
|