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
|
Excalibur Management Corp
|
SELL
|
- |
-207- 0.79% |
$29.6K - $31.8K
|
25.9K
$4.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-211- 8.15% |
$30.2K - $32.4K
|
2.38K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-211- 1.19% |
$30.2K - $32.4K
|
17.5K
$2.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-212- 4.49% |
$30.3K - $32.5K
|
4.51K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-213- 3.98% |
$30.5K - $32.7K
|
5.14K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-213- 0.61% |
$30.5K - $32.7K
|
34.6K
$5.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-215- 4.9% |
$30.7K - $33K
|
4.18K
$707K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-215- 17.0% |
$30.7K - $33K
|
1.05K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-215- 0.29% |
$30.7K - $33K
|
75.2K
$12.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-216- 5.57% |
$30.9K - $33.2K
|
3.66K
$620K
|
|
|
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
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-218- 2.21% |
$31.2K - $33.5K
|
9.64K
$1.63M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-218- 1.22% |
$31.2K - $33.5K
|
17.7K
$3M
|
|
|
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
$8.85M
|
|
|
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
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 1.69% |
$31.9K - $34.2K
|
13K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-223- 0.67% |
$31.9K - $34.2K
|
33.1K
$5.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-224- 0.65% |
$32K - $34.4K
|
34.3K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-224- 0.88% |
$32K - $34.4K
|
25.3K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-226- 5.11% |
$32.3K - $34.7K
|
4.2K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-227- 5.2% |
$32.5K - $34.8K
|
4.14K
$701K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-228- 0.37% |
$32.6K - $35K
|
61.6K
$10.4M
|
|
|
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
$5.5M
|
|
|
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
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-234- 1.32% |
$33.5K - $35.9K
|
17.6K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-235- 4.89% |
$33.6K - $36.1K
|
4.57K
$774K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-236- 1.28% |
$33.7K - $36.2K
|
18.3K
$3.09M
|
|
|
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
$1.58M
|
|
|
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
$320K
|
|
|
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
$293K
|
|
|
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
$808K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-249- 6.0% |
$35.6K - $38.2K
|
3.9K
$661K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 0.68% |
$35.8K - $38.4K
|
36.6K
$6.2M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-250- 17.05% |
$35.8K - $38.4K
|
1.22K
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-252- 5.23% |
$36K - $38.7K
|
4.57K
$774K
|
|
|
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
$24.5M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-253- 0.17% |
$36.2K - $38.8K
|
144K
$24.5M
|