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 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-254- 2.01% |
$36.3K - $39K
|
12.4K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-254- 2.57% |
$36.3K - $39K
|
9.65K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-254- 2.84% |
$36.3K - $39K
|
8.69K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-255- 11.15% |
$36.5K - $39.1K
|
2.03K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-258- 4.78% |
$36.9K - $39.6K
|
5.15K
$872K
|
|
|
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
$492K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-263- 1.86% |
$37.6K - $40.4K
|
13.9K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-264- 0.21% |
$37.8K - $40.5K
|
123K
$20.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-264- 6.89% |
$37.8K - $40.5K
|
3.57K
$605K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 4.85% |
$38.5K - $41.3K
|
5.28K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-269- 1.92% |
$38.5K - $41.3K
|
13.7K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-270- 0.86% |
$38.6K - $41.5K
|
31.2K
$5.28M
|
|
|
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
$79K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-274- 0.7% |
$39.2K - $42.1K
|
38.7K
$6.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-275- 1.85% |
$39.3K - $42.2K
|
14.6K
$2.47M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-278- 2.68% |
$39.8K - $42.7K
|
10.1K
$1.71M
|
|
|
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
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-284- 0.89% |
$40.6K - $43.6K
|
31.7K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-284- 6.07% |
$40.6K - $43.6K
|
4.4K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-284- 2.67% |
$40.6K - $43.6K
|
10.3K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 1.21% |
$40.8K - $43.8K
|
23.2K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-285- 1.43% |
$40.8K - $43.8K
|
19.7K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-285- 6.62% |
$40.8K - $43.8K
|
4.02K
$681K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-287- 2.07% |
$41K - $44.1K
|
13.6K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-287- 1.28% |
$41K - $44.1K
|
22.2K
$3.76M
|
|
|
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
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-288- 0.28% |
$41.2K - $44.2K
|
101K
$17.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-288- 5.06% |
$41.2K - $44.2K
|
5.4K
$916K
|
|
|
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
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-294- 1.93% |
$42K - $45.1K
|
14.9K
$2.53M
|
|
|
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
$846K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-298- 6.16% |
$42.6K - $45.7K
|
4.54K
$769K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 0.58% |
$42.9K - $46.1K
|
51.1K
$8.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.84% |
$42.9K - $46.1K
|
35.2K
$5.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-300- 2.53% |
$42.9K - $46.1K
|
11.6K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-300- 2.79% |
$42.9K - $46.1K
|
10.4K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-302- 4.4% |
$43.2K - $46.4K
|
6.56K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-303- 15.57% |
$43.3K - $46.5K
|
1.64K
$278K
|
|
|
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
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-304- 1.43% |
$43.5K - $46.7K
|
21K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-305- 1.36% |
$43.6K - $46.8K
|
22.2K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-306- 2.95% |
$43.8K - $47K
|
10.1K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-306- 0.89% |
$43.8K - $47K
|
34.1K
$5.78M
|