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 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 5.26% |
$14.3K - $15.4K
|
1.8K
$304K
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-100- 4.88% |
$14.3K - $15.4K
|
1.95K
$329K
|
|
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
$389K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 0.65% |
$14.3K - $15.4K
|
15.3K
$2.58M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-100- 0.23% |
$14.3K - $15.4K
|
43.4K
$7.33M
|
|
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
$643K
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 1.97% |
$14.4K - $15.5K
|
5.04K
$850K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-101- 0.19% |
$14.4K - $15.5K
|
53.5K
$9.03M
|
|
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
$1.54M
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-104- 2.03% |
$14.9K - $16K
|
5.02K
$848K
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-104- 2.07% |
$14.9K - $16K
|
4.91K
$829K
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-105- 0.39% |
$15K - $16.1K
|
26.9K
$4.54M
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-105- 7.09% |
$15K - $16.1K
|
1.38K
$232K
|
|
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
$289K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-108- 1.18% |
$15.4K - $16.6K
|
9.01K
$1.52M
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-109- 0.22% |
$15.6K - $16.7K
|
49.1K
$8.29M
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-110- 2.63% |
$15.7K - $16.9K
|
4.07K
$687K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-110- 2.2% |
$15.7K - $16.9K
|
4.89K
$825K
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-110- 6.65% |
$15.7K - $16.9K
|
1.54K
$261K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-110- 3.93% |
$15.7K - $16.9K
|
2.69K
$454K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-110- 1.07% |
$15.7K - $16.9K
|
10.1K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-110- 2.69% |
$15.7K - $16.9K
|
3.98K
$671K
|
|
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
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-112- 2.32% |
$16K - $17.2K
|
4.73K
$798K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-112- 1.97% |
$16K - $17.2K
|
5.58K
$942K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-113- 0.99% |
$16.2K - $17.3K
|
11.3K
$1.91M
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-113- 1.38% |
$16.2K - $17.3K
|
8.1K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-113- 0.08% |
$16.2K - $17.3K
|
137K
$23.2M
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-113- 0.58% |
$16.2K - $17.3K
|
19.4K
$3.28M
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-114- 4.28% |
$16.3K - $17.5K
|
2.55K
$431K
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-115- 1.07% |
$16.4K - $17.7K
|
10.7K
$1.8M
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-116- 2.46% |
$16.6K - $17.8K
|
4.61K
$778K
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-117- 1.05% |
$16.7K - $18K
|
11K
$1.86M
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-117- 1.38% |
$16.7K - $18K
|
8.35K
$1.41M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 0.85% |
$16.7K - $18K
|
13.7K
$2.31M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-118- 2.9% |
$16.9K - $18.1K
|
3.96K
$668K
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-118- 2.77% |
$16.9K - $18.1K
|
4.14K
$698K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-119- 3.29% |
$17K - $18.3K
|
3.5K
$591K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-119- 0.89% |
$17K - $18.3K
|
13.3K
$2.24M
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-119- 0.17% |
$17K - $18.3K
|
71K
$12M
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-120- 2.94% |
$17.2K - $18.4K
|
3.96K
$669K
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 1.52% |
$17.2K - $18.4K
|
7.77K
$1.31M
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-122- 5.6% |
$17.4K - $18.7K
|
2.06K
$347K
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-123- 0.45% |
$17.6K - $18.9K
|
27K
$4.55M
|