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 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-379- 1.59% |
$54.2K - $58.2K
|
23.5K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-383- 1.07% |
$54.8K - $58.8K
|
35.4K
$6M
|
|
|
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
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-387- 8.76% |
$55.3K - $59.4K
|
4.03K
$683K
|
|
|
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
$3.67M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-391- 1.77% |
$55.9K - $60K
|
21.7K
$3.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-396- 0.96% |
$56.6K - $60.8K
|
40.6K
$6.89M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-396- 1.32% |
$56.6K - $60.8K
|
29.5K
$5M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-398- 1.34% |
$56.9K - $61.1K
|
29.2K
$4.95M
|
|
|
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
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.87% |
$57.2K - $61.4K
|
21K
$3.56M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-402- 2.37% |
$57.5K - $61.7K
|
16.6K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-403- 8.68% |
$57.6K - $61.9K
|
4.24K
$719K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-403- 7.15% |
$57.6K - $61.9K
|
5.23K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-403- 1.12% |
$57.6K - $61.9K
|
35.7K
$6.05M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-404- 6.2% |
$57.8K - $62K
|
6.11K
$1.04M
|
|
|
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
$8.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-409- 4.14% |
$58.5K - $62.8K
|
9.47K
$1.6M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-409- 4.14% |
$58.5K - $62.8K
|
9.47K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-410- 2.92% |
$58.6K - $62.9K
|
13.7K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-416- 3.5% |
$59.5K - $63.9K
|
11.5K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-418- 6.28% |
$59.8K - $64.2K
|
6.23K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-419- 3.47% |
$59.9K - $64.3K
|
11.6K
$1.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-423- 0.68% |
$60.5K - $64.9K
|
62K
$10.5M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-423- 22.05% |
$60.5K - $64.9K
|
1.5K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-424- 21.52% |
$60.6K - $65.1K
|
1.55K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-424- 0.16% |
$60.6K - $65.1K
|
257K
$43.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-425- 0.64% |
$60.8K - $65.2K
|
65.7K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-425- 1.94% |
$60.8K - $65.2K
|
21.4K
$3.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-430- 2.72% |
$61.5K - $66K
|
15.4K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-430- 20.2% |
$61.5K - $66K
|
1.7K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-435- 1.21% |
$62.2K - $66.8K
|
35.6K
$6.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-435- 3.13% |
$62.2K - $66.8K
|
13.5K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-438- 1.08% |
$62.6K - $67.2K
|
40K
$6.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-441- 1.82% |
$63.1K - $67.7K
|
23.7K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-441- 1.17% |
$63.1K - $67.7K
|
37.1K
$6.28M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-444- 16.5% |
$63.5K - $68.2K
|
2.25K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-445- 2.43% |
$63.6K - $68.3K
|
17.9K
$3.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-445- 1.97% |
$63.6K - $68.3K
|
22.2K
$3.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-446- 2.59% |
$63.8K - $68.5K
|
16.8K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-447- 1.95% |
$63.9K - $68.6K
|
22.5K
$3.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-448- 0.63% |
$64.1K - $68.8K
|
70.2K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-450- 7.79% |
$64.4K - $69.1K
|
5.33K
$903K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-452- 0.09% |
$64.6K - $69.4K
|
487K
$82.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-452- 0.47% |
$64.6K - $69.4K
|
95.5K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-453- 4.0% |
$64.8K - $69.5K
|
10.9K
$1.84M
|