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 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-330- 2.72% |
$47.2K - $50.7K
|
11.8K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-331- 37.96% |
$47.3K - $50.8K
|
541
$91.4K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-333- 4.04% |
$47.6K - $51.1K
|
7.91K
$1.34M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-333- 3.92% |
$47.6K - $51.1K
|
8.16K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-334- 2.47% |
$47.8K - $51.3K
|
13.2K
$2.23M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-335- 17.02% |
$47.9K - $51.4K
|
1.63K
$276K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-335- 1.49% |
$47.9K - $51.4K
|
22.2K
$3.75M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-337- 1.11% |
$48.2K - $51.7K
|
30.1K
$5.08M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-339- 0.29% |
$48.5K - $52K
|
117K
$19.8M
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-343- 11.86% |
$49K - $52.7K
|
2.55K
$431K
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-343- 0.15% |
$49K - $52.7K
|
231K
$39M
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-344- 0.58% |
$49.2K - $52.8K
|
59.2K
$9.99M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-345- 1.92% |
$49.3K - $53K
|
17.6K
$2.97M
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-349- 5.84% |
$49.9K - $53.6K
|
5.63K
$951K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-352- 95.91% |
$50.3K - $54K
|
15
$2.53K
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-353- 0.97% |
$50.5K - $54.2K
|
36K
$6.09M
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-353- 1.76% |
$50.5K - $54.2K
|
19.7K
$3.33M
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-353- 2.19% |
$50.5K - $54.2K
|
15.8K
$2.66M
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-358- 0.41% |
$51.2K - $55K
|
87.3K
$14.7M
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-358- 5.54% |
$51.2K - $55K
|
6.11K
$1.03M
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-361- 2.23% |
$51.6K - $55.4K
|
15.8K
$2.67M
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-362- 3.07% |
$51.8K - $55.6K
|
11.4K
$1.93M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-365- 0.65% |
$52.2K - $56K
|
55.5K
$9.38M
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-368- 4.92% |
$52.6K - $56.5K
|
7.12K
$1.2M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-368- 9.8% |
$52.6K - $56.5K
|
3.39K
$572K
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-369- 2.02% |
$52.8K - $56.6K
|
17.9K
$3.03M
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-371- 1.3% |
$53.1K - $57K
|
28.2K
$4.76M
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-372- 15.2% |
$53.2K - $57.1K
|
2.08K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-375- 5.29% |
$53.6K - $57.6K
|
6.71K
$1.13M
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-379- 1.59% |
$54.2K - $58.2K
|
23.5K
$3.97M
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-383- 1.07% |
$54.8K - $58.8K
|
35.4K
$5.98M
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-386- 4.12% |
$55.2K - $59.3K
|
8.99K
$1.52M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-387- 1.31% |
$55.3K - $59.4K
|
29.2K
$4.94M
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-387- 8.76% |
$55.3K - $59.4K
|
4.03K
$681K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-389- 4.03% |
$55.6K - $59.7K
|
9.27K
$1.57M
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-391- 1.77% |
$55.9K - $60K
|
21.7K
$3.66M
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-391- 1.77% |
$55.9K - $60K
|
21.7K
$3.66M
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-396- 0.96% |
$56.6K - $60.8K
|
40.6K
$6.86M
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-396- 1.32% |
$56.6K - $60.8K
|
29.5K
$4.99M
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-398- 1.34% |
$56.9K - $61.1K
|
29.2K
$4.93M
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-399- 0.49% |
$57.1K - $61.3K
|
80.5K
$13.6M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-399- 2.58% |
$57.1K - $61.3K
|
15.1K
$2.54M
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.87% |
$57.2K - $61.4K
|
21K
$3.55M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-402- 2.37% |
$57.5K - $61.7K
|
16.6K
$2.8M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-403- 8.68% |
$57.6K - $61.9K
|
4.24K
$716K
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-403- 7.15% |
$57.6K - $61.9K
|
5.23K
$883K
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-403- 1.12% |
$57.6K - $61.9K
|
35.7K
$6.03M
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-404- 6.2% |
$57.8K - $62K
|
6.11K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-408- 6.05% |
$58.3K - $62.6K
|
6.34K
$1.07M
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-409- 0.8% |
$58.5K - $62.8K
|
50.9K
$8.6M
|