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 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-32- 0.59% |
$4.58K - $4.91K
|
5.43K
$919K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-33- 0.08% |
$4.72K - $5.07K
|
39.2K
$6.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-33- 1.41% |
$4.72K - $5.07K
|
2.31K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-33- 1.34% |
$4.72K - $5.07K
|
2.43K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-33- 0.74% |
$4.72K - $5.07K
|
4.43K
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 1.45% |
$4.72K - $5.07K
|
2.24K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-34- 0.1% |
$4.86K - $5.22K
|
34.2K
$5.79M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-34- 1.08% |
$4.86K - $5.22K
|
3.13K
$530K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-35- 0.37% |
$5.01K - $5.37K
|
9.4K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-35- 0.55% |
$5.01K - $5.37K
|
6.36K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-35- 1.13% |
$5.01K - $5.37K
|
3.07K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-35- 2.14% |
$5.01K - $5.37K
|
1.6K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-35- 1.25% |
$5.01K - $5.37K
|
2.78K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 1.43% |
$5.01K - $5.37K
|
2.41K
$409K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-36- 0.61% |
$5.15K - $5.53K
|
5.86K
$994K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-36- 2.45% |
$5.15K - $5.53K
|
1.43K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-36- 1.07% |
$5.15K - $5.53K
|
3.32K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-36- 2.03% |
$5.15K - $5.53K
|
1.74K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-37- 0.48% |
$5.29K - $5.68K
|
7.72K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-39- 1.63% |
$5.58K - $5.99K
|
2.35K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-39- 0.13% |
$5.58K - $5.99K
|
30.2K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-39- 0.29% |
$5.58K - $5.99K
|
13.4K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-39- 0.81% |
$5.58K - $5.99K
|
4.79K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-39- 0.21% |
$5.58K - $5.99K
|
18.7K
$3.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-40- 0.29% |
$5.72K - $6.14K
|
14K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-40- 1.65% |
$5.72K - $6.14K
|
2.39K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-40- 0.42% |
$5.72K - $6.14K
|
9.5K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40- 1.07% |
$5.72K - $6.14K
|
3.71K
$629K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-40- 0.32% |
$5.72K - $6.14K
|
12.3K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$5.72K - $6.14K
|
23.6K
$4M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-40- 0.62% |
$5.72K - $6.14K
|
6.39K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-41- 1.44% |
$5.86K - $6.29K
|
2.81K
$476K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.08% |
$5.86K - $6.29K
|
48.4K
$8.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-41- 0.09% |
$5.86K - $6.29K
|
44.1K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-41- 2.82% |
$5.86K - $6.29K
|
1.41K
$239K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.08% |
$5.86K - $6.29K
|
48.4K
$8.21M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-42- 2.25% |
$6.01K - $6.45K
|
1.82K
$309K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-43- 0.06% |
$6.15K - $6.6K
|
68K
$11.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-45- 6.53% |
$6.44K - $6.91K
|
644
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-45- 0.43% |
$6.44K - $6.91K
|
10.5K
$1.78M
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-45- 0.07% |
$6.44K - $6.91K
|
64.6K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-46- 30.26% |
$6.58K - $7.06K
|
106
$18K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-46- 1.22% |
$6.58K - $7.06K
|
3.74K
$633K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-46- 1.13% |
$6.58K - $7.06K
|
4.04K
$684K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-46- 0.87% |
$6.58K - $7.06K
|
5.23K
$886K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-46- 0.57% |
$6.58K - $7.06K
|
8.07K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-47- 0.86% |
$6.72K - $7.22K
|
5.41K
$916K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-47- 2.47% |
$6.72K - $7.22K
|
1.85K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-48- 0.76% |
$6.86K - $7.37K
|
6.24K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-48- 0.08% |
$6.86K - $7.37K
|
57.1K
$9.67M
|