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 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
$1.05M
|
|
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
$252K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-424- 21.52% |
$60.6K - $65.1K
|
1.55K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-424- 0.16% |
$60.6K - $65.1K
|
257K
$43.3M
|
|
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
$3.62M
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-430- 2.72% |
$61.5K - $66K
|
15.4K
$2.6M
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-430- 20.2% |
$61.5K - $66K
|
1.7K
$287K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-435- 1.21% |
$62.2K - $66.8K
|
35.6K
$6M
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-435- 3.13% |
$62.2K - $66.8K
|
13.5K
$2.27M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-438- 1.08% |
$62.6K - $67.2K
|
40K
$6.75M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-441- 1.82% |
$63.1K - $67.7K
|
23.7K
$4.01M
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-441- 1.17% |
$63.1K - $67.7K
|
37.1K
$6.26M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-444- 16.5% |
$63.5K - $68.2K
|
2.25K
$379K
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-445- 2.43% |
$63.6K - $68.3K
|
17.9K
$3.02M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-445- 1.97% |
$63.6K - $68.3K
|
22.2K
$3.74M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-446- 2.59% |
$63.8K - $68.5K
|
16.8K
$2.83M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-447- 1.95% |
$63.9K - $68.6K
|
22.5K
$3.8M
|
|
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
$900K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-452- 0.09% |
$64.6K - $69.4K
|
487K
$82.2M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-452- 0.47% |
$64.6K - $69.4K
|
95.5K
$16.1M
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-453- 4.0% |
$64.8K - $69.5K
|
10.9K
$1.84M
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-456- 4.79% |
$65.2K - $70K
|
9.06K
$1.53M
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-457- 5.07% |
$65.4K - $70.2K
|
8.55K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-459- 2.01% |
$65.6K - $70.5K
|
22.4K
$3.79M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-460- 1.18% |
$65.8K - $70.6K
|
38.5K
$6.51M
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-461- 0.68% |
$65.9K - $70.8K
|
67.6K
$11.4M
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-461- 1.08% |
$65.9K - $70.8K
|
42.1K
$7.1M
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-467- 1.84% |
$66.8K - $71.7K
|
24.9K
$4.21M
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.35M
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-470- 3.31% |
$67.2K - $72.2K
|
13.8K
$2.32M
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.35M
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-471- 2.47% |
$67.4K - $72.3K
|
18.6K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-477- 3.45% |
$68.2K - $73.2K
|
13.4K
$2.26M
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-478- 1.07% |
$68.4K - $73.4K
|
44.2K
$7.47M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-478- 10.6% |
$68.4K - $73.4K
|
4.03K
$681K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-478- 0.51% |
$68.4K - $73.4K
|
93.1K
$15.7M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-480- 5.28% |
$68.6K - $73.7K
|
8.62K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-481- 9.61% |
$68.8K - $73.8K
|
4.52K
$764K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-482- 55.21% |
$68.9K - $74K
|
391
$66K
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-484- 11.18% |
$69.2K - $74.3K
|
3.85K
$650K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-485- 11.64% |
$69.4K - $74.5K
|
3.68K
$622K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-488- 1.52% |
$69.8K - $74.9K
|
31.6K
$5.33M
|