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 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-173- 5.93% |
$24.7K - $26.6K
|
2.74K
$465K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-174- 5.2% |
$24.9K - $26.7K
|
3.17K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-174- 0.87% |
$24.9K - $26.7K
|
19.8K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-175- 5.69% |
$25K - $26.9K
|
2.9K
$492K
|
|
|
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
$451K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-179- 1.93% |
$25.6K - $27.5K
|
9.09K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-180- 0.89% |
$25.7K - $27.6K
|
20K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-181- 2.91% |
$25.9K - $27.8K
|
6.05K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 0.49% |
$26K - $27.9K
|
36.8K
$6.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-182- 2.84% |
$26K - $27.9K
|
6.22K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-183- 5.87% |
$26.2K - $28.1K
|
2.94K
$498K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 5.95% |
$26.2K - $28.1K
|
2.9K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-183- 1.87% |
$26.2K - $28.1K
|
9.62K
$1.63M
|
|
|
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
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-188- 0.39% |
$26.9K - $28.9K
|
48.3K
$8.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-188- 0.56% |
$26.9K - $28.9K
|
33.3K
$5.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-189- 4.29% |
$27K - $29K
|
4.22K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-189- 4.09% |
$27K - $29K
|
4.43K
$751K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-189- 7.62% |
$27K - $29K
|
2.29K
$388K
|
|
|
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
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-195- 2.06% |
$27.9K - $29.9K
|
9.27K
$1.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-195- 4.01% |
$27.9K - $29.9K
|
4.67K
$792K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-195- 0.17% |
$27.9K - $29.9K
|
117K
$19.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-195- 4.21% |
$27.9K - $29.9K
|
4.44K
$752K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-196- 0.61% |
$28K - $30.1K
|
31.9K
$5.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-197- 2.56% |
$28.2K - $30.2K
|
7.51K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-197- 3.54% |
$28.2K - $30.2K
|
5.36K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-197- 0.34% |
$28.2K - $30.2K
|
57.5K
$9.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-198- 3.97% |
$28.3K - $30.4K
|
4.79K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-199- 5.37% |
$28.5K - $30.6K
|
3.51K
$594K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-200- 3.72% |
$28.6K - $30.7K
|
5.18K
$877K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.91% |
$28.6K - $30.7K
|
21.8K
$3.69M
|
|
|
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
$422K
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 0.28% |
$28.6K - $30.7K
|
70.5K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 2.22% |
$28.6K - $30.7K
|
8.79K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-200- 9.09% |
$28.6K - $30.7K
|
2K
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-203- 0.57% |
$29K - $31.2K
|
35.2K
$5.97M
|
|
|
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
$6.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-205- 3.41% |
$29.3K - $31.5K
|
5.81K
$984K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-206- 2.96% |
$29.5K - $31.6K
|
6.75K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 1.27% |
$29.5K - $31.6K
|
16.1K
$2.72M
|
|
|
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
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-207- 2.07% |
$29.6K - $31.8K
|
9.8K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-207- 8.21% |
$29.6K - $31.8K
|
2.32K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-207- 0.11% |
$29.6K - $31.8K
|
181K
$30.7M
|