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 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-192- 2.81% |
$27.5K - $29.5K
|
6.65K
$1.13M
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-193- 10.91% |
$27.6K - $29.6K
|
1.58K
$268K
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-195- 2.06% |
$27.9K - $29.9K
|
9.27K
$1.58M
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-195- 4.01% |
$27.9K - $29.9K
|
4.67K
$795K
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-195- 0.17% |
$27.9K - $29.9K
|
117K
$19.9M
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-195- 4.21% |
$27.9K - $29.9K
|
4.44K
$755K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-196- 0.61% |
$28K - $30.1K
|
31.9K
$5.44M
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-197- 2.56% |
$28.2K - $30.2K
|
7.51K
$1.28M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-197- 3.54% |
$28.2K - $30.2K
|
5.36K
$912K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-197- 0.34% |
$28.2K - $30.2K
|
57.5K
$9.79M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-198- 3.97% |
$28.3K - $30.4K
|
4.79K
$815K
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-199- 5.37% |
$28.5K - $30.6K
|
3.51K
$597K
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-200- 3.72% |
$28.6K - $30.7K
|
5.18K
$880K
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.91% |
$28.6K - $30.7K
|
21.8K
$3.71M
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 3.05% |
$28.6K - $30.7K
|
6.36K
$1.08M
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-200- 7.43% |
$28.6K - $30.7K
|
2.49K
$424K
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 0.28% |
$28.6K - $30.7K
|
70.5K
$12M
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 2.22% |
$28.6K - $30.7K
|
8.79K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-200- 9.09% |
$28.6K - $30.7K
|
2K
$340K
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-203- 0.57% |
$29K - $31.2K
|
35.2K
$5.99M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-203- 0.28% |
$29K - $31.2K
|
71.3K
$12.1M
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-205- 0.53% |
$29.3K - $31.5K
|
38.5K
$6.55M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-205- 3.41% |
$29.3K - $31.5K
|
5.81K
$988K
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-206- 2.96% |
$29.5K - $31.6K
|
6.75K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 1.27% |
$29.5K - $31.6K
|
16.1K
$2.73M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-207- 1.35% |
$29.6K - $31.8K
|
15.2K
$2.58M
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-207- 2.07% |
$29.6K - $31.8K
|
9.8K
$1.67M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-207- 8.21% |
$29.6K - $31.8K
|
2.32K
$394K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-207- 0.11% |
$29.6K - $31.8K
|
181K
$30.8M
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-207- 0.79% |
$29.6K - $31.8K
|
25.9K
$4.41M
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-211- 8.15% |
$30.2K - $32.4K
|
2.38K
$405K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-211- 1.19% |
$30.2K - $32.4K
|
17.5K
$2.97M
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-212- 4.49% |
$30.3K - $32.5K
|
4.51K
$767K
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-213- 3.98% |
$30.5K - $32.7K
|
5.14K
$874K
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-213- 0.61% |
$30.5K - $32.7K
|
34.6K
$5.88M
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-215- 4.9% |
$30.7K - $33K
|
4.18K
$710K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-215- 17.0% |
$30.7K - $33K
|
1.05K
$179K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-215- 0.29% |
$30.7K - $33K
|
75.2K
$12.8M
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-216- 5.57% |
$30.9K - $33.2K
|
3.66K
$622K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-217- 2.12% |
$31K - $33.3K
|
10K
$1.7M
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-217- 10.05% |
$31K - $33.3K
|
1.94K
$331K
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-218- 2.21% |
$31.2K - $33.5K
|
9.64K
$1.64M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-218- 1.22% |
$31.2K - $33.5K
|
17.7K
$3.01M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-219- 2.78% |
$31.3K - $33.6K
|
7.65K
$1.3M
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-219- 0.42% |
$31.3K - $33.6K
|
52.2K
$8.89M
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-220- 0.37% |
$31.5K - $33.8K
|
59K
$10M
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-222- 2.97% |
$31.7K - $34.1K
|
7.25K
$1.23M
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-223- 1.96% |
$31.9K - $34.2K
|
11.1K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 1.69% |
$31.9K - $34.2K
|
13K
$2.21M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-223- 0.67% |
$31.9K - $34.2K
|
33.1K
$5.62M
|