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 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
$4.17M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 0.94% |
$114K - $123K
|
84.1K
$14.3M
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-801- 5.97% |
$115K - $123K
|
12.6K
$2.15M
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-803- 2.04% |
$115K - $123K
|
38.5K
$6.54M
|
|
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
$15.6M
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 2.95% |
$117K - $126K
|
27K
$4.58M
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-819- 1.39% |
$117K - $126K
|
58.2K
$9.91M
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-819- 8.51% |
$117K - $126K
|
8.81K
$1.5M
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-820- 2.29% |
$117K - $126K
|
34.9K
$5.94M
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-822- 12.5% |
$118K - $126K
|
5.76K
$979K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-829- 1.03% |
$119K - $127K
|
79.3K
$13.5M
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-830- 5.18% |
$119K - $127K
|
15.2K
$2.59M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-838- 1.44% |
$120K - $129K
|
57.2K
$9.73M
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-839- 2.37% |
$120K - $129K
|
34.6K
$5.88M
|
|
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
$2.16M
|
|
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
$4.95M
|
|
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
$3.01M
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-872- 6.72% |
$125K - $134K
|
12.1K
$2.06M
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-876- 4.01% |
$125K - $134K
|
20.9K
$3.56M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-879- 11.25% |
$126K - $135K
|
6.93K
$1.18M
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-880- 1.27% |
$126K - $135K
|
68.2K
$11.6M
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-884- 1.51% |
$126K - $136K
|
57.8K
$9.83M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-887- 0.88% |
$127K - $136K
|
100K
$17M
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-892- 17.05% |
$128K - $137K
|
4.34K
$738K
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-902- 5.18% |
$129K - $138K
|
16.5K
$2.81M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-906- 4.28% |
$130K - $139K
|
20.3K
$3.45M
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-912- 19.74% |
$130K - $140K
|
3.71K
$631K
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-912- 3.74% |
$130K - $140K
|
23.5K
$3.99M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-913- 1.08% |
$131K - $140K
|
83.3K
$14.2M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-915- 4.23% |
$131K - $140K
|
20.7K
$3.52M
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-917- 0.82% |
$131K - $141K
|
110K
$18.8M
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-919- 4.44% |
$131K - $141K
|
19.8K
$3.36M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-924- 3.13% |
$132K - $142K
|
28.6K
$4.87M
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-927- 5.58% |
$133K - $142K
|
15.7K
$2.67M
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-930- 4.04% |
$133K - $143K
|
22.1K
$3.76M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-935- 1.75% |
$134K - $144K
|
52.4K
$8.92M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-936- 6.01% |
$134K - $144K
|
14.6K
$2.49M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-945- 3.4% |
$135K - $145K
|
26.9K
$4.57M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-946- 23.85% |
$135K - $145K
|
3.02K
$514K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-950- 3.29% |
$136K - $146K
|
27.9K
$4.75M
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-951- 4.0% |
$136K - $146K
|
22.8K
$3.89M
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-958- 8.09% |
$137K - $147K
|
10.9K
$1.85M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-959- 1.55% |
$137K - $147K
|
60.9K
$10.4M
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-963- 7.24% |
$138K - $148K
|
12.3K
$2.1M
|