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 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-89- 0.27% |
$12.7K - $13.7K
|
32.8K
$5.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 1.79% |
$12.9K - $13.8K
|
4.94K
$837K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 1.79% |
$12.9K - $13.8K
|
4.94K
$837K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-90- 3.39% |
$12.9K - $13.8K
|
2.57K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-91- 6.17% |
$13K - $14K
|
1.38K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-92- 4.54% |
$13.2K - $14.1K
|
1.93K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-92- 1.74% |
$13.2K - $14.1K
|
5.19K
$880K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-93- 2.13% |
$13.3K - $14.3K
|
4.28K
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-93- 0.67% |
$13.3K - $14.3K
|
13.8K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-93- 0.79% |
$13.3K - $14.3K
|
11.7K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-94- 3.19% |
$13.4K - $14.4K
|
2.85K
$483K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-96- 3.03% |
$13.7K - $14.7K
|
3.07K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-96- 2.88% |
$13.7K - $14.7K
|
3.24K
$549K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-97- 0.17% |
$13.9K - $14.9K
|
56K
$9.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-97- 3.88% |
$13.9K - $14.9K
|
2.4K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-98- 1.14% |
$14K - $15K
|
8.48K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-99- 6.5% |
$14.2K - $15.2K
|
1.42K
$241K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 0.99% |
$14.3K - $15.4K
|
10K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-100- 1.69% |
$14.3K - $15.4K
|
5.83K
$988K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 2.17% |
$14.3K - $15.4K
|
4.51K
$765K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 5.26% |
$14.3K - $15.4K
|
1.8K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-100- 4.88% |
$14.3K - $15.4K
|
1.95K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 1.22% |
$14.3K - $15.4K
|
8.09K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-100- 4.16% |
$14.3K - $15.4K
|
2.3K
$390K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 0.65% |
$14.3K - $15.4K
|
15.3K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-100- 0.23% |
$14.3K - $15.4K
|
43.4K
$7.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-100- 1.54% |
$14.3K - $15.4K
|
6.4K
$1.08M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 2.56% |
$14.3K - $15.4K
|
3.81K
$645K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 1.97% |
$14.4K - $15.5K
|
5.04K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-101- 0.19% |
$14.4K - $15.5K
|
53.5K
$9.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-101- 1.1% |
$14.4K - $15.5K
|
9.05K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-103- 1.12% |
$14.7K - $15.8K
|
9.13K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-104- 2.03% |
$14.9K - $16K
|
5.02K
$851K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-104- 2.07% |
$14.9K - $16K
|
4.91K
$832K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-105- 0.39% |
$15K - $16.1K
|
26.9K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-105- 7.09% |
$15K - $16.1K
|
1.38K
$233K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-105- 3.42% |
$15K - $16.1K
|
2.96K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-107- 1.03% |
$15.3K - $16.4K
|
10.3K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-108- 5.93% |
$15.4K - $16.6K
|
1.71K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-108- 1.18% |
$15.4K - $16.6K
|
9.01K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-109- 0.22% |
$15.6K - $16.7K
|
49.1K
$8.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-110- 2.63% |
$15.7K - $16.9K
|
4.07K
$689K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-110- 2.2% |
$15.7K - $16.9K
|
4.89K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-110- 6.65% |
$15.7K - $16.9K
|
1.54K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-110- 3.93% |
$15.7K - $16.9K
|
2.69K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-110- 1.07% |
$15.7K - $16.9K
|
10.1K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-110- 2.69% |
$15.7K - $16.9K
|
3.98K
$673K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-111- 1.58% |
$15.9K - $17K
|
6.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-111- 1.18% |
$15.9K - $17K
|
9.28K
$1.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-111- 1.19% |
$15.9K - $17K
|
9.22K
$1.56M
|