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 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-535- 5.05% |
$76.5K - $82.1K
|
10.1K
$1.7M
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-535- 16.91% |
$76.5K - $82.1K
|
2.63K
$445K
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-535- 4.12% |
$76.5K - $82.1K
|
12.5K
$2.11M
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-536- 0.68% |
$76.6K - $82.3K
|
78.4K
$13.3M
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-539- 1.81% |
$77.1K - $82.7K
|
29.2K
$4.95M
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-542- 0.81% |
$77.5K - $83.2K
|
66.4K
$11.2M
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-542- 1.7% |
$77.5K - $83.2K
|
31.4K
$5.32M
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-543- 26.53% |
$77.6K - $83.4K
|
1.5K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-543- 0.45% |
$77.6K - $83.4K
|
121K
$20.5M
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-544- 3.91% |
$77.8K - $83.5K
|
13.4K
$2.27M
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 2.83% |
$77.9K - $83.7K
|
18.7K
$3.18M
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-545- 0.47% |
$77.9K - $83.7K
|
117K
$19.8M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-545- 3.29% |
$77.9K - $83.7K
|
16K
$2.71M
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-546- 0.27% |
$78.1K - $83.8K
|
199K
$33.7M
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-552- 6.09% |
$78.9K - $84.7K
|
8.51K
$1.44M
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-554- 15.58% |
$79.2K - $85.1K
|
3K
$508K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-555- 8.49% |
$79.4K - $85.2K
|
5.99K
$1.01M
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-557- 1.04% |
$79.7K - $85.5K
|
52.8K
$8.95M
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-559- 9.76% |
$79.9K - $85.8K
|
5.17K
$876K
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-567- 1.08% |
$81.1K - $87K
|
51.7K
$8.76M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-567- 2.71% |
$81.1K - $87K
|
20.3K
$3.45M
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-567- 1.32% |
$81.1K - $87K
|
42.5K
$7.2M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-572- 4.53% |
$81.8K - $87.8K
|
12.1K
$2.04M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-577- 1.11% |
$82.5K - $88.6K
|
51.5K
$8.72M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-577- 10.62% |
$82.5K - $88.6K
|
4.86K
$823K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-577- 2.04% |
$82.5K - $88.6K
|
27.7K
$4.69M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-578- 4.95% |
$82.7K - $88.7K
|
11.1K
$1.88M
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-578- 2.83% |
$82.7K - $88.7K
|
19.9K
$3.36M
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-578- 5.29% |
$82.7K - $88.7K
|
10.4K
$1.75M
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-583- 5.23% |
$83.4K - $89.5K
|
10.6K
$1.79M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-583- 11.06% |
$83.4K - $89.5K
|
4.69K
$795K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 10.66% |
$84.1K - $90.3K
|
4.93K
$835K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-588- 1.44% |
$84.1K - $90.3K
|
40.1K
$6.8M
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-592- 19.83% |
$84.7K - $90.9K
|
2.39K
$405K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-593- 3.55% |
$84.8K - $91K
|
16.1K
$2.73M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-595- 1.4% |
$85.1K - $91.3K
|
42K
$7.11M
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-595- 0.77% |
$85.1K - $91.3K
|
76.9K
$13M
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-600- 3.95% |
$85.8K - $92.1K
|
14.6K
$2.47M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-602- 2.93% |
$86.1K - $92.4K
|
19.9K
$3.37M
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-603- 3.13% |
$86.2K - $92.6K
|
18.7K
$3.16M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-603- 18.37% |
$86.2K - $92.6K
|
2.68K
$454K
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-607- 7.59% |
$86.8K - $93.2K
|
7.39K
$1.25M
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-608- 3.73% |
$86.9K - $93.3K
|
15.7K
$2.66M
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-610- 9.67% |
$87.2K - $93.6K
|
5.7K
$965K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-612- 4.42% |
$87.5K - $94K
|
13.2K
$2.24M
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-614- 2.76% |
$87.8K - $94.3K
|
21.6K
$3.67M
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-615- 0.48% |
$87.9K - $94.4K
|
126K
$21.4M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-616- 2.0% |
$88.1K - $94.6K
|
30.2K
$5.12M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-619- 11.2% |
$88.5K - $95K
|
4.91K
$832K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-623- 4.79% |
$89.1K - $95.6K
|
12.4K
$2.1M
|