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
|
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
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-459- 2.01% |
$65.6K - $70.5K
|
22.4K
$3.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-460- 1.18% |
$65.8K - $70.6K
|
38.5K
$6.53M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-461- 0.68% |
$65.9K - $70.8K
|
67.6K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-461- 1.08% |
$65.9K - $70.8K
|
42.1K
$7.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-467- 1.84% |
$66.8K - $71.7K
|
24.9K
$4.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-470- 3.31% |
$67.2K - $72.2K
|
13.8K
$2.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-470- 2.31% |
$67.2K - $72.2K
|
19.8K
$3.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-471- 2.47% |
$67.4K - $72.3K
|
18.6K
$3.16M
|
|
|
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
$7.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-478- 10.6% |
$68.4K - $73.4K
|
4.03K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-478- 0.51% |
$68.4K - $73.4K
|
93.1K
$15.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-480- 5.28% |
$68.6K - $73.7K
|
8.62K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-481- 9.61% |
$68.8K - $73.8K
|
4.52K
$766K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-482- 55.21% |
$68.9K - $74K
|
391
$66.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-484- 11.18% |
$69.2K - $74.3K
|
3.85K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-485- 11.64% |
$69.4K - $74.5K
|
3.68K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-488- 1.52% |
$69.8K - $74.9K
|
31.6K
$5.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-488- 2.52% |
$69.8K - $74.9K
|
18.9K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-488- 2.77% |
$69.8K - $74.9K
|
17.1K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-491- 4.51% |
$70.2K - $75.4K
|
10.4K
$1.76M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-492- 12.2% |
$70.4K - $75.5K
|
3.54K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-494- 78.79% |
$70.6K - $75.8K
|
133
$22.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-495- 4.78% |
$70.8K - $76K
|
9.87K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-495- 5.7% |
$70.8K - $76K
|
8.19K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-496- 5.51% |
$70.9K - $76.1K
|
8.51K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.91% |
$71.5K - $76.8K
|
12.3K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-500- 1.5% |
$71.5K - $76.8K
|
32.9K
$5.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-501- 10.09% |
$71.6K - $76.9K
|
4.46K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-503- 1.58% |
$71.9K - $77.2K
|
31.4K
$5.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-503- 0.54% |
$71.9K - $77.2K
|
92.1K
$15.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-504- 18.16% |
$72.1K - $77.4K
|
2.27K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-505- 3.05% |
$72.2K - $77.5K
|
16K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-507- 5.89% |
$72.5K - $77.8K
|
8.1K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-508- 18.57% |
$72.6K - $78K
|
2.23K
$377K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-510- 7.57% |
$72.9K - $78.3K
|
6.22K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-512- 17.36% |
$73.2K - $78.6K
|
2.44K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-516- 5.28% |
$73.8K - $79.2K
|
9.25K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-518- 0.78% |
$74.1K - $79.5K
|
65.5K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-520- 4.52% |
$74.4K - $79.8K
|
11K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-522- 0.69% |
$74.6K - $80.1K
|
75.1K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-526- 9.96% |
$75.2K - $80.8K
|
4.76K
$806K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-527- 19.05% |
$75.4K - $80.9K
|
2.24K
$379K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-528- 7.42% |
$75.5K - $81.1K
|
6.59K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-530- 8.51% |
$75.8K - $81.4K
|
5.7K
$965K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-533- 5.5% |
$76.2K - $81.8K
|
9.16K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-533- 0.55% |
$76.2K - $81.8K
|
95.6K
$16.2M
|