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 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-572- 4.53% |
$81.8K - $87.8K
|
12.1K
$2.05M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-577- 1.11% |
$82.5K - $88.6K
|
51.5K
$8.76M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-577- 10.62% |
$82.5K - $88.6K
|
4.86K
$826K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-577- 2.04% |
$82.5K - $88.6K
|
27.7K
$4.71M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-578- 4.95% |
$82.7K - $88.7K
|
11.1K
$1.89M
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-578- 2.83% |
$82.7K - $88.7K
|
19.9K
$3.38M
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-578- 5.29% |
$82.7K - $88.7K
|
10.4K
$1.76M
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-583- 5.23% |
$83.4K - $89.5K
|
10.6K
$1.8M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-583- 11.06% |
$83.4K - $89.5K
|
4.69K
$798K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 10.66% |
$84.1K - $90.3K
|
4.93K
$838K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-588- 1.44% |
$84.1K - $90.3K
|
40.1K
$6.83M
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-592- 19.83% |
$84.7K - $90.9K
|
2.39K
$407K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-593- 3.55% |
$84.8K - $91K
|
16.1K
$2.74M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-595- 1.4% |
$85.1K - $91.3K
|
42K
$7.14M
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-595- 0.77% |
$85.1K - $91.3K
|
76.9K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-600- 3.95% |
$85.8K - $92.1K
|
14.6K
$2.48M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-602- 2.93% |
$86.1K - $92.4K
|
19.9K
$3.39M
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-603- 3.13% |
$86.2K - $92.6K
|
18.7K
$3.18M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-603- 18.37% |
$86.2K - $92.6K
|
2.68K
$456K
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-607- 7.59% |
$86.8K - $93.2K
|
7.39K
$1.26M
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-608- 3.73% |
$86.9K - $93.3K
|
15.7K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-610- 9.67% |
$87.2K - $93.6K
|
5.7K
$969K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-612- 4.42% |
$87.5K - $94K
|
13.2K
$2.25M
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-614- 2.76% |
$87.8K - $94.3K
|
21.6K
$3.68M
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-615- 0.48% |
$87.9K - $94.4K
|
126K
$21.5M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-616- 2.0% |
$88.1K - $94.6K
|
30.2K
$5.14M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-619- 11.2% |
$88.5K - $95K
|
4.91K
$835K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-623- 4.79% |
$89.1K - $95.6K
|
12.4K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-623- 1.78% |
$89.1K - $95.6K
|
34.4K
$5.85M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-629- 1.96% |
$89.9K - $96.6K
|
31.4K
$5.34M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-631- 0.94% |
$90.2K - $96.9K
|
66.4K
$11.3M
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-633- 1.13% |
$90.5K - $97.2K
|
55.2K
$9.39M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-634- 5.48% |
$90.7K - $97.3K
|
10.9K
$1.86M
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-638- 5.04% |
$91.2K - $97.9K
|
12K
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-639- 2.69% |
$91.4K - $98.1K
|
23.1K
$3.94M
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-642- 1.12% |
$91.8K - $98.6K
|
56.9K
$9.68M
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-645- 1.61% |
$92.2K - $99K
|
39.5K
$6.72M
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-645- 21.76% |
$92.2K - $99K
|
2.32K
$395K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-651- 0.39% |
$93.1K - $99.9K
|
166K
$28.3M
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-654- 3.65% |
$93.5K - $100K
|
17.3K
$2.94M
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-655- 12.97% |
$93.7K - $101K
|
4.4K
$748K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-656- 3.58% |
$93.8K - $101K
|
17.7K
$3M
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-656- 0.88% |
$93.8K - $101K
|
74.2K
$12.6M
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-660- 0.32% |
$94.4K - $101K
|
208K
$35.4M
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-663- 9.22% |
$94.8K - $102K
|
6.53K
$1.11M
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-665- 7.2% |
$95.1K - $102K
|
8.58K
$1.46M
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-665- 0.41% |
$95.1K - $102K
|
161K
$27.5M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-667- 5.73% |
$95.4K - $102K
|
11K
$1.87M
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-679- 10.0% |
$97.1K - $104K
|
6.11K
$1.04M
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-688- 0.37% |
$98.4K - $106K
|
186K
$31.7M
|