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 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 6.07% |
$40.6K - $43.6K
|
4.4K
$748K
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-284- 2.67% |
$40.6K - $43.6K
|
10.3K
$1.76M
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 1.21% |
$40.8K - $43.8K
|
23.2K
$3.95M
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-285- 1.43% |
$40.8K - $43.8K
|
19.7K
$3.35M
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-285- 6.62% |
$40.8K - $43.8K
|
4.02K
$683K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-287- 2.07% |
$41K - $44.1K
|
13.6K
$2.31M
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-287- 1.28% |
$41K - $44.1K
|
22.2K
$3.77M
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-287- 2.57% |
$41K - $44.1K
|
10.9K
$1.85M
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-288- 11.06% |
$41.2K - $44.2K
|
2.32K
$394K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-288- 0.28% |
$41.2K - $44.2K
|
101K
$17.2M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-288- 5.06% |
$41.2K - $44.2K
|
5.4K
$919K
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-290- 2.32% |
$41.5K - $44.5K
|
12.2K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-290- 8.71% |
$41.5K - $44.5K
|
3.04K
$517K
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-294- 1.93% |
$42K - $45.1K
|
14.9K
$2.54M
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-297- 4.53% |
$42.5K - $45.6K
|
6.25K
$1.06M
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-298- 5.63% |
$42.6K - $45.7K
|
5K
$850K
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-298- 6.16% |
$42.6K - $45.7K
|
4.54K
$772K
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 0.58% |
$42.9K - $46.1K
|
51.1K
$8.69M
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.84% |
$42.9K - $46.1K
|
35.2K
$5.99M
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-300- 2.53% |
$42.9K - $46.1K
|
11.6K
$1.97M
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-300- 2.79% |
$42.9K - $46.1K
|
10.4K
$1.78M
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-302- 4.4% |
$43.2K - $46.4K
|
6.56K
$1.12M
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-303- 15.57% |
$43.3K - $46.5K
|
1.64K
$280K
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-303- 4.62% |
$43.3K - $46.5K
|
6.26K
$1.06M
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-303- 4.09% |
$43.3K - $46.5K
|
7.11K
$1.21M
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-304- 1.43% |
$43.5K - $46.7K
|
21K
$3.57M
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-305- 1.36% |
$43.6K - $46.8K
|
22.2K
$3.77M
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-306- 2.95% |
$43.8K - $47K
|
10.1K
$1.71M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-306- 0.89% |
$43.8K - $47K
|
34.1K
$5.81M
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-307- 3.55% |
$43.9K - $47.1K
|
8.34K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-307- 12.31% |
$43.9K - $47.1K
|
2.19K
$372K
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-308- 10.46% |
$44K - $47.3K
|
2.64K
$449K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-308- 8.92% |
$44K - $47.3K
|
3.14K
$535K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-310- 5.89% |
$44.3K - $47.6K
|
4.95K
$843K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-312- 6.97% |
$44.6K - $47.9K
|
4.17K
$709K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-312- 6.89% |
$44.6K - $47.9K
|
4.22K
$717K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-312- 1.68% |
$44.6K - $47.9K
|
18.3K
$3.11M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-312- 2.11% |
$44.6K - $47.9K
|
14.5K
$2.47M
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-313- 1.63% |
$44.8K - $48.1K
|
18.9K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-316- 0.22% |
$45.2K - $48.5K
|
144K
$24.4M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-319- 2.14% |
$45.6K - $49K
|
14.6K
$2.48M
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-323- 34.99% |
$46.2K - $49.6K
|
600
$102K
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-323- 17.73% |
$46.2K - $49.6K
|
1.5K
$255K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-324- 3.23% |
$46.3K - $49.7K
|
9.7K
$1.65M
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-325- 0.03% |
$46.5K - $49.9K
|
1.21M
$206M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-326- 3.73% |
$46.6K - $50K
|
8.4K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-327- 2.97% |
$46.8K - $50.2K
|
10.7K
$1.82M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-328- 2.88% |
$46.9K - $50.4K
|
11.1K
$1.88M
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-329- 5.36% |
$47K - $50.5K
|
5.81K
$988K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-330- 1.76% |
$47.2K - $50.7K
|
18.4K
$3.13M
|