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 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-224- 0.65% |
$32K - $34.4K
|
34.3K
$5.83M
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-224- 0.88% |
$32K - $34.4K
|
25.3K
$4.31M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-226- 5.11% |
$32.3K - $34.7K
|
4.2K
$715K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-227- 5.2% |
$32.5K - $34.8K
|
4.14K
$704K
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-228- 0.37% |
$32.6K - $35K
|
61.6K
$10.5M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-230- 2.7% |
$32.9K - $35.3K
|
8.3K
$1.41M
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-231- 0.71% |
$33K - $35.5K
|
32.5K
$5.53M
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-233- 2.57% |
$33.3K - $35.8K
|
8.84K
$1.5M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-233- 3.22% |
$33.3K - $35.8K
|
7K
$1.19M
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-234- 11.18% |
$33.5K - $35.9K
|
1.86K
$316K
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-234- 1.32% |
$33.5K - $35.9K
|
17.6K
$2.99M
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-235- 4.89% |
$33.6K - $36.1K
|
4.57K
$777K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-236- 1.28% |
$33.7K - $36.2K
|
18.3K
$3.11M
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-237- 3.59% |
$33.9K - $36.4K
|
6.37K
$1.08M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-238- 2.49% |
$34K - $36.5K
|
9.34K
$1.59M
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-238- 2.66% |
$34K - $36.5K
|
8.72K
$1.48M
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 11.22% |
$34.2K - $36.7K
|
1.89K
$322K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-239- 2.96% |
$34.2K - $36.7K
|
7.84K
$1.33M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 3.71% |
$34.6K - $37.2K
|
6.29K
$1.07M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 12.31% |
$34.7K - $37.3K
|
1.73K
$294K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-245- 2.55% |
$35K - $37.6K
|
9.36K
$1.59M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-245- 4.88% |
$35K - $37.6K
|
4.77K
$812K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-249- 6.0% |
$35.6K - $38.2K
|
3.9K
$664K
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 0.68% |
$35.8K - $38.4K
|
36.6K
$6.22M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-250- 17.05% |
$35.8K - $38.4K
|
1.22K
$207K
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-252- 5.23% |
$36K - $38.7K
|
4.57K
$777K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-252- 2.67% |
$36K - $38.7K
|
9.2K
$1.56M
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-253- 0.17% |
$36.2K - $38.8K
|
144K
$24.6M
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-253- 0.17% |
$36.2K - $38.8K
|
144K
$24.6M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-254- 2.01% |
$36.3K - $39K
|
12.4K
$2.11M
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-254- 2.57% |
$36.3K - $39K
|
9.65K
$1.64M
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-254- 2.84% |
$36.3K - $39K
|
8.69K
$1.48M
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-255- 11.15% |
$36.5K - $39.1K
|
2.03K
$346K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-258- 4.78% |
$36.9K - $39.6K
|
5.15K
$875K
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-260- 3.28% |
$37.2K - $39.9K
|
7.67K
$1.3M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-261- 8.25% |
$37.3K - $40.1K
|
2.9K
$494K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-263- 1.86% |
$37.6K - $40.4K
|
13.9K
$2.36M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-264- 0.21% |
$37.8K - $40.5K
|
123K
$20.9M
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-264- 6.89% |
$37.8K - $40.5K
|
3.57K
$607K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 4.85% |
$38.5K - $41.3K
|
5.28K
$898K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-269- 1.92% |
$38.5K - $41.3K
|
13.7K
$2.34M
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-270- 0.86% |
$38.6K - $41.5K
|
31.2K
$5.31M
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-272- 3.13% |
$38.9K - $41.8K
|
8.41K
$1.43M
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-273- 36.94% |
$39K - $41.9K
|
466
$79.3K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-274- 0.7% |
$39.2K - $42.1K
|
38.7K
$6.58M
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-275- 1.85% |
$39.3K - $42.2K
|
14.6K
$2.48M
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-278- 2.68% |
$39.8K - $42.7K
|
10.1K
$1.72M
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-278- 0.38% |
$39.8K - $42.7K
|
73.6K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-282- 2.65% |
$40.3K - $43.3K
|
10.3K
$1.76M
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-284- 0.89% |
$40.6K - $43.6K
|
31.7K
$5.39M
|