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 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
$9.79M
|
|
|
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
$735K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-902- 5.18% |
$129K - $138K
|
16.5K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-906- 4.28% |
$130K - $139K
|
20.3K
$3.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-912- 19.74% |
$130K - $140K
|
3.71K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-912- 3.74% |
$130K - $140K
|
23.5K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-913- 1.08% |
$131K - $140K
|
83.3K
$14.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-915- 4.23% |
$131K - $140K
|
20.7K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-917- 0.82% |
$131K - $141K
|
110K
$18.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-919- 4.44% |
$131K - $141K
|
19.8K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-924- 3.13% |
$132K - $142K
|
28.6K
$4.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-927- 5.58% |
$133K - $142K
|
15.7K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-930- 4.04% |
$133K - $143K
|
22.1K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-935- 1.75% |
$134K - $144K
|
52.4K
$8.88M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-935- 7.97% |
$134K - $144K
|
10.8K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-936- 6.01% |
$134K - $144K
|
14.6K
$2.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-945- 3.4% |
$135K - $145K
|
26.9K
$4.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-946- 23.85% |
$135K - $145K
|
3.02K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-950- 3.29% |
$136K - $146K
|
27.9K
$4.73M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-951- 4.0% |
$136K - $146K
|
22.8K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-958- 8.09% |
$137K - $147K
|
10.9K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-959- 1.55% |
$137K - $147K
|
60.9K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-963- 7.24% |
$138K - $148K
|
12.3K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-964- 1.26% |
$138K - $148K
|
75.6K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-967- 1.39% |
$138K - $148K
|
68.4K
$11.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-974- 2.08% |
$139K - $150K
|
45.9K
$7.77M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-974- 2.91% |
$139K - $150K
|
32.4K
$5.5M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-975- 8.16% |
$139K - $150K
|
11K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-983- 0.76% |
$141K - $151K
|
129K
$21.8M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-985- 10.03% |
$141K - $151K
|
8.83K
$1.5M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-987- 3.14% |
$141K - $152K
|
30.4K
$5.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-990- 0.61% |
$142K - $152K
|
161K
$27.2M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-993- 1.91% |
$142K - $152K
|
51K
$8.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-995- 1.18% |
$142K - $153K
|
83.3K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-996- 1.95% |
$142K - $153K
|
50.2K
$8.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 14.23% |
$143K - $154K
|
6.03K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.15% |
$143K - $154K
|
645K
$109M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1K- 43.99% |
$143K - $154K
|
1.27K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1K- 6.81% |
$143K - $154K
|
13.7K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1K- 11.76% |
$143K - $154K
|
7.51K
$1.27M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 1.28% |
$144K - $155K
|
77.8K
$13.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 4.29% |
$144K - $155K
|
22.5K
$3.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.02K- 6.99% |
$146K - $157K
|
13.6K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.03K- 4.82% |
$147K - $158K
|
20.3K
$3.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.03K- 26.95% |
$147K - $158K
|
2.79K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.03K- 0.62% |
$147K - $158K
|
165K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-1.03K- 1.34% |
$148K - $159K
|
75.9K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.04K- 31.36% |
$148K - $159K
|
2.27K
$384K
|