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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-140- 0.25% |
$20K - $21.5K
|
56.8K
$9.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-142- 2.63% |
$20.3K - $21.8K
|
5.25K
$898K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-143- 1.05% |
$20.4K - $22K
|
13.5K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-143- 6.57% |
$20.4K - $22K
|
2.03K
$348K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-144- 1.46% |
$20.6K - $22.1K
|
9.74K
$1.67M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-144- 4.38% |
$20.6K - $22.1K
|
3.15K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-145- 2.85% |
$20.7K - $22.3K
|
4.95K
$846K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-145- 0.74% |
$20.7K - $22.3K
|
19.6K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-145- 0.2% |
$20.7K - $22.3K
|
70.8K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-146- 0.54% |
$20.9K - $22.4K
|
26.8K
$4.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-146- 1.87% |
$20.9K - $22.4K
|
7.64K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-147- 2.81% |
$21K - $22.6K
|
5.09K
$870K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-147- 0.96% |
$21K - $22.6K
|
15.2K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-148- 0.49% |
$21.2K - $22.7K
|
29.9K
$5.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-149- 0.55% |
$21.3K - $22.9K
|
26.8K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-149- 0.25% |
$21.3K - $22.9K
|
59.6K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-149- 0.53% |
$21.3K - $22.9K
|
27.9K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-149- 3.31% |
$21.3K - $22.9K
|
4.35K
$743K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-150- 6.41% |
$21.5K - $23K
|
2.19K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 0.64% |
$21.5K - $23K
|
23.3K
$3.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 0.4% |
$21.5K - $23K
|
37.7K
$6.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-150- 4.23% |
$21.5K - $23K
|
3.4K
$581K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-150- 2.94% |
$21.5K - $23K
|
4.95K
$846K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 19.84% |
$21.5K - $23K
|
606
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-150- 4.51% |
$21.5K - $23K
|
3.17K
$543K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-150- 0.2% |
$21.5K - $23K
|
76.4K
$13.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 3.15% |
$21.7K - $23.3K
|
4.68K
$800K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-152- 5.14% |
$21.7K - $23.3K
|
2.8K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-153- 1.24% |
$21.9K - $23.5K
|
12.2K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-153- 0.56% |
$21.9K - $23.5K
|
27.2K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-156- 1.26% |
$22.3K - $23.9K
|
12.2K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-157- 5.12% |
$22.5K - $24.1K
|
2.91K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-157- 0.95% |
$22.5K - $24.1K
|
16.4K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-157- 6.21% |
$22.5K - $24.1K
|
2.37K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-157- 1.94% |
$22.5K - $24.1K
|
7.93K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-160- 2.84% |
$22.9K - $24.6K
|
5.47K
$935K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-163- 0.87% |
$23.3K - $25K
|
18.6K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-163- 0.69% |
$23.3K - $25K
|
23.6K
$4.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-164- 6.39% |
$23.5K - $25.2K
|
2.4K
$411K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-165- 1.75% |
$23.6K - $25.3K
|
9.25K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-166- 0.61% |
$23.7K - $25.5K
|
27.2K
$4.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-166- 3.82% |
$23.7K - $25.5K
|
4.18K
$714K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-166- 8.83% |
$23.7K - $25.5K
|
1.72K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-167- 3.92% |
$23.9K - $25.6K
|
4.09K
$700K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-168- 6.83% |
$24K - $25.8K
|
2.29K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 2.46% |
$24K - $25.8K
|
6.66K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-170- 3.3% |
$24.3K - $26.1K
|
4.98K
$851K
|
|
|
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
$372K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-172- 17.5% |
$24.6K - $26.4K
|
811
$139K
|