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 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-150- 2.94% |
$21.5K - $23K
|
4.95K
$842K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 19.84% |
$21.5K - $23K
|
606
$103K
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-150- 4.51% |
$21.5K - $23K
|
3.17K
$540K
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-150- 0.2% |
$21.5K - $23K
|
76.4K
$13M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 3.15% |
$21.7K - $23.3K
|
4.68K
$796K
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-152- 5.14% |
$21.7K - $23.3K
|
2.8K
$477K
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-153- 1.24% |
$21.9K - $23.5K
|
12.2K
$2.07M
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-153- 0.56% |
$21.9K - $23.5K
|
27.2K
$4.63M
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-156- 1.26% |
$22.3K - $23.9K
|
12.2K
$2.07M
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-157- 5.12% |
$22.5K - $24.1K
|
2.91K
$495K
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-157- 0.95% |
$22.5K - $24.1K
|
16.4K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-157- 6.21% |
$22.5K - $24.1K
|
2.37K
$404K
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-157- 1.94% |
$22.5K - $24.1K
|
7.93K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-160- 2.84% |
$22.9K - $24.6K
|
5.47K
$930K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-163- 0.87% |
$23.3K - $25K
|
18.6K
$3.16M
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-163- 0.69% |
$23.3K - $25K
|
23.6K
$4.01M
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-164- 6.39% |
$23.5K - $25.2K
|
2.4K
$409K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-165- 1.75% |
$23.6K - $25.3K
|
9.25K
$1.57M
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-166- 0.61% |
$23.7K - $25.5K
|
27.2K
$4.63M
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-166- 3.82% |
$23.7K - $25.5K
|
4.18K
$710K
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-166- 8.83% |
$23.7K - $25.5K
|
1.72K
$292K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-167- 3.92% |
$23.9K - $25.6K
|
4.09K
$696K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-168- 6.83% |
$24K - $25.8K
|
2.29K
$390K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 2.46% |
$24K - $25.8K
|
6.66K
$1.13M
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-170- 3.3% |
$24.3K - $26.1K
|
4.98K
$847K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-171- 2.63% |
$24.5K - $26.3K
|
6.33K
$1.08M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-172- 7.32% |
$24.6K - $26.4K
|
2.18K
$371K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-172- 17.5% |
$24.6K - $26.4K
|
811
$138K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-172- 4.31% |
$24.6K - $26.4K
|
3.82K
$650K
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-173- 5.93% |
$24.7K - $26.6K
|
2.74K
$467K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-174- 5.2% |
$24.9K - $26.7K
|
3.17K
$540K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-174- 0.87% |
$24.9K - $26.7K
|
19.8K
$3.36M
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-175- 5.69% |
$25K - $26.9K
|
2.9K
$494K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-176- 2.28% |
$25.2K - $27K
|
7.53K
$1.28M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-178- 6.26% |
$25.5K - $27.3K
|
2.66K
$453K
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-179- 1.93% |
$25.6K - $27.5K
|
9.09K
$1.55M
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-180- 0.89% |
$25.7K - $27.6K
|
20K
$3.41M
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-181- 2.91% |
$25.9K - $27.8K
|
6.05K
$1.03M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 0.49% |
$26K - $27.9K
|
36.8K
$6.26M
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-182- 2.84% |
$26K - $27.9K
|
6.22K
$1.06M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-183- 5.87% |
$26.2K - $28.1K
|
2.94K
$500K
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 5.95% |
$26.2K - $28.1K
|
2.9K
$492K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-183- 1.87% |
$26.2K - $28.1K
|
9.62K
$1.64M
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-184- 0.18% |
$26.3K - $28.2K
|
105K
$17.8M
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-185- 1.01% |
$26.5K - $28.4K
|
18.1K
$3.08M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-188- 0.39% |
$26.9K - $28.9K
|
48.3K
$8.22M
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-188- 0.56% |
$26.9K - $28.9K
|
33.3K
$5.67M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-189- 4.29% |
$27K - $29K
|
4.22K
$718K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-189- 4.09% |
$27K - $29K
|
4.43K
$754K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-189- 7.62% |
$27K - $29K
|
2.29K
$390K
|