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
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-738- 1.0% |
$106K - $113K
|
73.3K
$12.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-741- 9.06% |
$106K - $114K
|
7.44K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-744- 1.58% |
$106K - $114K
|
46.4K
$7.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-747- 6.37% |
$107K - $115K
|
11K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-748- 10.59% |
$107K - $115K
|
6.31K
$1.07M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-750- 28.09% |
$107K - $115K
|
1.92K
$325K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-751- 1.53% |
$107K - $115K
|
48.5K
$8.21M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-752- 19.85% |
$108K - $115K
|
3.04K
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-753- 1.27% |
$108K - $116K
|
58.6K
$9.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-764- 1.94% |
$109K - $117K
|
38.5K
$6.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-765- 3.31% |
$109K - $117K
|
22.4K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-766- 6.2% |
$110K - $118K
|
11.6K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-768- 0.48% |
$110K - $118K
|
160K
$27.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-770- 1.38% |
$110K - $118K
|
54.8K
$9.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-777- 3.37% |
$111K - $119K
|
22.3K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-778- 1.9% |
$111K - $119K
|
40.1K
$6.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-782- 4.01% |
$112K - $120K
|
18.7K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-784- 2.24% |
$112K - $120K
|
34.2K
$5.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-795- 32.36% |
$114K - $122K
|
1.66K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-795- 2.59% |
$114K - $122K
|
29.9K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-796- 12.93% |
$114K - $122K
|
5.36K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-798- 30.23% |
$114K - $123K
|
1.84K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-799- 10.49% |
$114K - $123K
|
6.82K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-800- 1.34% |
$114K - $123K
|
59K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-800- 3.16% |
$114K - $123K
|
24.5K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 0.94% |
$114K - $123K
|
84.1K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-801- 5.97% |
$115K - $123K
|
12.6K
$2.14M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-801- 40.95% |
$115K - $123K
|
1.16K
$196K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-803- 2.04% |
$115K - $123K
|
38.5K
$6.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-805- 1.3% |
$115K - $124K
|
61.1K
$10.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-815- 0.88% |
$117K - $125K
|
91.7K
$15.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 2.95% |
$117K - $126K
|
27K
$4.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-819- 1.39% |
$117K - $126K
|
58.2K
$9.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-819- 8.51% |
$117K - $126K
|
8.81K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-820- 2.29% |
$117K - $126K
|
34.9K
$5.92M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-822- 12.5% |
$118K - $126K
|
5.76K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-829- 1.03% |
$119K - $127K
|
79.3K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-830- 5.18% |
$119K - $127K
|
15.2K
$2.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-838- 1.44% |
$120K - $129K
|
57.2K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-839- 2.37% |
$120K - $129K
|
34.6K
$5.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-845- 8.37% |
$121K - $130K
|
9.25K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-850Closed |
$122K - $130K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-858- 6.32% |
$123K - $132K
|
12.7K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-865- 9.5% |
$124K - $133K
|
8.24K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-867- 2.89% |
$124K - $133K
|
29.1K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-867- 10.62% |
$124K - $133K
|
7.3K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-870- 4.69% |
$124K - $134K
|
17.7K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-872- 6.72% |
$125K - $134K
|
12.1K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-876- 4.01% |
$125K - $134K
|
20.9K
$3.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-879- 11.25% |
$126K - $135K
|
6.93K
$1.17M
|