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 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-137- 1.66% |
$19.6K - $21K
|
8.11K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-139- 0.53% |
$19.9K - $21.3K
|
26.1K
$4.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-139- 1.6% |
$19.9K - $21.3K
|
8.52K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-139- 5.56% |
$19.9K - $21.3K
|
2.36K
$398K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-140- 1.35% |
$20K - $21.5K
|
10.2K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-140- 0.71% |
$20K - $21.5K
|
19.5K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-140- 0.25% |
$20K - $21.5K
|
56.8K
$9.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-142- 2.63% |
$20.3K - $21.8K
|
5.25K
$885K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-143- 1.05% |
$20.4K - $22K
|
13.5K
$2.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-143- 6.57% |
$20.4K - $22K
|
2.03K
$343K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-144- 1.46% |
$20.6K - $22.1K
|
9.74K
$1.64M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-144- 4.38% |
$20.6K - $22.1K
|
3.15K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-145- 2.85% |
$20.7K - $22.3K
|
4.95K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-145- 0.74% |
$20.7K - $22.3K
|
19.6K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-145- 0.2% |
$20.7K - $22.3K
|
70.8K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-146- 0.54% |
$20.9K - $22.4K
|
26.8K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-146- 1.87% |
$20.9K - $22.4K
|
7.64K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-147- 2.81% |
$21K - $22.6K
|
5.09K
$858K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-147- 0.96% |
$21K - $22.6K
|
15.2K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-148- 0.49% |
$21.2K - $22.7K
|
29.9K
$5.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-149- 0.55% |
$21.3K - $22.9K
|
26.8K
$4.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-149- 0.25% |
$21.3K - $22.9K
|
59.6K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-149- 0.53% |
$21.3K - $22.9K
|
27.9K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-149- 3.31% |
$21.3K - $22.9K
|
4.35K
$733K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-150- 6.41% |
$21.5K - $23K
|
2.19K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 0.64% |
$21.5K - $23K
|
23.3K
$3.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 0.4% |
$21.5K - $23K
|
37.7K
$6.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-150- 4.23% |
$21.5K - $23K
|
3.4K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-150- 2.94% |
$21.5K - $23K
|
4.95K
$834K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 19.84% |
$21.5K - $23K
|
606
$102K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-150- 4.51% |
$21.5K - $23K
|
3.17K
$535K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-150- 0.2% |
$21.5K - $23K
|
76.4K
$12.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 3.15% |
$21.7K - $23.3K
|
4.68K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-152- 5.14% |
$21.7K - $23.3K
|
2.8K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-153- 1.24% |
$21.9K - $23.5K
|
12.2K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-153- 0.56% |
$21.9K - $23.5K
|
27.2K
$4.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-156- 1.26% |
$22.3K - $23.9K
|
12.2K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-157- 5.12% |
$22.5K - $24.1K
|
2.91K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-157- 0.95% |
$22.5K - $24.1K
|
16.4K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-157- 6.21% |
$22.5K - $24.1K
|
2.37K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-157- 1.94% |
$22.5K - $24.1K
|
7.93K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-160- 2.84% |
$22.9K - $24.6K
|
5.47K
$921K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-163- 0.87% |
$23.3K - $25K
|
18.6K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-163- 0.69% |
$23.3K - $25K
|
23.6K
$3.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-164- 6.39% |
$23.5K - $25.2K
|
2.4K
$405K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-165- 1.75% |
$23.6K - $25.3K
|
9.25K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-166- 0.61% |
$23.7K - $25.5K
|
27.2K
$4.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-166- 3.82% |
$23.7K - $25.5K
|
4.18K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-166- 8.83% |
$23.7K - $25.5K
|
1.72K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-167- 3.92% |
$23.9K - $25.6K
|
4.09K
$690K
|