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
|
Key F Inancial Inc
|
SELL
|
- |
-68- 0.32% |
$9.72K - $10.4K
|
21K
$3.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-69- 0.45% |
$9.87K - $10.6K
|
15.4K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-69- 4.25% |
$9.87K - $10.6K
|
1.56K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-69- 3.14% |
$9.87K - $10.6K
|
2.13K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-70- 1.33% |
$10K - $10.7K
|
5.2K
$881K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.27% |
$10K - $10.7K
|
25.7K
$4.35M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 0.6% |
$10K - $10.7K
|
11.7K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-70- 0.79% |
$10K - $10.7K
|
8.77K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 1.45% |
$10K - $10.7K
|
4.77K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-70- 2.06% |
$10K - $10.7K
|
3.33K
$564K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-71- 1.1% |
$10.2K - $10.9K
|
6.39K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-71- 1.09% |
$10.2K - $10.9K
|
6.41K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-71- 1.02% |
$10.2K - $10.9K
|
6.91K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-72- 0.92% |
$10.3K - $11.1K
|
7.71K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-73- 1.89% |
$10.4K - $11.2K
|
3.79K
$642K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-73- 0.12% |
$10.4K - $11.2K
|
59.9K
$10.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-74- 0.51% |
$10.6K - $11.4K
|
14.4K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-74- 6.39% |
$10.6K - $11.4K
|
1.08K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-74- 0.52% |
$10.6K - $11.4K
|
14.1K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-74- 1.71% |
$10.6K - $11.4K
|
4.26K
$722K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-75- 0.73% |
$10.7K - $11.5K
|
10.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-75- 3.53% |
$10.7K - $11.5K
|
2.05K
$347K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.33% |
$10.7K - $11.5K
|
1.66K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-76- 54.68% |
$10.9K - $11.7K
|
63
$10.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-76- 0.55% |
$10.9K - $11.7K
|
13.8K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-76- 0.79% |
$10.9K - $11.7K
|
9.59K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-77- 0.27% |
$11K - $11.8K
|
28.7K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-77- 3.2% |
$11K - $11.8K
|
2.33K
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-78- 0.24% |
$11.2K - $12K
|
32.7K
$5.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-78- 1.88% |
$11.2K - $12K
|
4.08K
$691K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-78- 0.45% |
$11.2K - $12K
|
17.4K
$2.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-79- 7.4% |
$11.3K - $12.1K
|
988
$167K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-80- 0.95% |
$11.4K - $12.3K
|
8.36K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-80- 0.09% |
$11.4K - $12.3K
|
88.6K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-80- 1.49% |
$11.4K - $12.3K
|
5.28K
$895K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-80- 0.55% |
$11.4K - $12.3K
|
14.4K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-80- 0.52% |
$11.4K - $12.3K
|
15.4K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-82- 3.49% |
$11.7K - $12.6K
|
2.27K
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-83- 1.4% |
$11.9K - $12.7K
|
5.85K
$992K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-83- 0.27% |
$11.9K - $12.7K
|
30.5K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-83- 0.36% |
$11.9K - $12.7K
|
22.9K
$3.88M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-85- 3.18% |
$12.2K - $13K
|
2.59K
$439K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 1.8% |
$12.2K - $13K
|
4.63K
$785K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 0.42% |
$12.3K - $13.2K
|
20.3K
$3.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-86- 0.34% |
$12.3K - $13.2K
|
25.1K
$4.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-86- 0.25% |
$12.3K - $13.2K
|
33.9K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-86- 1.47% |
$12.3K - $13.2K
|
5.76K
$976K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-87- 3.52% |
$12.4K - $13.4K
|
2.39K
$404K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-87- 2.23% |
$12.4K - $13.4K
|
3.82K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88- 0.6% |
$12.6K - $13.5K
|
14.7K
$2.49M
|